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Sequoia Financial Advisors’s COPT Defense Properties CDP Stock Holding History

Sequoia Financial Advisors’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340K Buy
9,335
+1,433
+18% +$46.6K ﹤0.01% 1585
2026
Q1 		$242K Buy
+7,902
New +$246K ﹤0.01% 1686
2025
Q4 		– Sell
-7,666
Closed -$223K – 1940
2025
Q3 		$223K Buy
+7,666
New +$220K ﹤0.01% 1575

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Sequoia Financial Advisors's CDP Position: Q2 2026 in Review

Sequoia Financial Advisors increased its COPT Defense Properties (CDP) stake by 18% in Q2 2026, buying an estimated $46.6K and bringing the position to 9,335 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Sequoia Financial Advisors first reported a position in CDP in Q3 2025 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Sequoia Financial Advisors held 9,335 shares of COPT Defense Properties worth $340K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,433 COPT Defense Properties shares in Q2 2026, an estimated $46.6K.
  • COPT Defense Properties made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1585 holding.
  • Sequoia Financial Advisors first reported a position in COPT Defense Properties in Q3 2025 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.