Steward Partners Investment Advisory’s COPT Defense Properties CDP Stock Holding History

Steward Partners Investment Advisory’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	$19.4K	Buy	533 +387	+265%	+$12.6K	﹤0.01%	3431
2026 Q1	$4.47K	Buy	146 +71	+95%	+$2.21K	﹤0.01%	3837
2025 Q4	$2.08K	Hold	75	–	–	﹤0.01%	3949
2025 Q3	$2.18K	Sell	75 -40	-35%	-$1.15K	﹤0.01%	3898
2025 Q2	$3.17K	Hold	115	–	–	﹤0.01%	3615
2025 Q1	$3.14K	Hold	115	–	–	﹤0.01%	3529
2024 Q4	$3.56K	Sell	115 -24	-17%	-$762	﹤0.01%	3478
2024 Q3	$4.22K	Buy	139 +38	+38%	+$1.08K	﹤0.01%	3244
2024 Q2	$2.53K	Buy	+101	New	+$2.43K	﹤0.01%	3238
2021 Q2	–	Sell	-136	Closed	-$3.58K	–	7138
2021 Q1	$3.58K	Buy	+136	New	+$3.6K	﹤0.01%	3091
2018 Q4	–	Sell	-42	Closed	-$1K	–	965
2018 Q3	$1K	Buy	+42	New	+$1.26K	﹤0.01%	2474

Other funds holding CDP

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Steward Partners Investment Advisory's CDP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its COPT Defense Properties (CDP) stake by 265% in Q2 2026, buying an estimated $12.6K and bringing the position to 533 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3431.

Steward Partners Investment Advisory first reported a position in CDP in Q3 2018 and has held it in 11 quarters since. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

Steward Partners Investment Advisory held 533 shares of COPT Defense Properties worth $19.4K as of Q2 2026.
Steward Partners Investment Advisory bought 387 COPT Defense Properties shares in Q2 2026, an estimated $12.6K.
COPT Defense Properties made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3431 holding.
Steward Partners Investment Advisory first reported a position in COPT Defense Properties in Q3 2018 and has held it in 11 quarters since.
326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.