Spirit of America Management Corp’s COPT Defense Properties CDP Stock Holding History

Spirit of America Management Corp’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	$801K	Buy	22,000 +10,000	+83%	+$325K	0.15%	145
2026 Q1	$367K	Hold	12,000	–	–	0.07%	199
2025 Q4	$334K	Hold	12,000	–	–	0.07%	205
2025 Q3	$349K	Hold	12,000	–	–	0.07%	220
2025 Q2	$331K	Hold	12,000	–	–	0.07%	218
2025 Q1	$327K	Buy	12,000 +7,000	+140%	+$197K	0.07%	217
2024 Q4	$155K	Buy	5,000 +1,000	+25%	+$31.8K	0.03%	254
2024 Q3	$121K	Buy	4,000 +2,000	+100%	+$57K	0.02%	273
2024 Q2	$50.1K	Buy	+2,000	New	+$48.1K	0.01%	291

Other funds holding CDP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spirit of America Management Corp's CDP Position: Q2 2026 in Review

Spirit of America Management Corp increased its COPT Defense Properties (CDP) stake by 83% in Q2 2026, buying an estimated $325K and bringing the position to 22,000 shares worth $801K. The position accounts for 0.15% of the portfolio, ranked #145.

Spirit of America Management Corp first reported a position in CDP in Q2 2024 and has held it in 9 quarters since. 135 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

Spirit of America Management Corp held 22,000 shares of COPT Defense Properties worth $801K as of Q2 2026.
Spirit of America Management Corp bought 10,000 COPT Defense Properties shares in Q2 2026, an estimated $325K.
COPT Defense Properties made up 0.15% of Spirit of America Management Corp's portfolio in Q2 2026, its #145 holding.
Spirit of America Management Corp first reported a position in COPT Defense Properties in Q2 2024 and has held it in 9 quarters since.
135 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.