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James T. Borello RIA’s COPT Defense Properties CDP Stock Holding History

James T. Borello RIA’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
Q3 		$4.11K Sell
123
-2
-2% -$73 ﹤0.01% 830
2026
Q2 		$4.55K Hold
125
– – ﹤0.01% 814
2026
Q1 		$3.82K Buy
+125
New +$3.89K ﹤0.01% 826

Other funds holding CDP

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

James T. Borello RIA's CDP Position: Q3 2026 in Review

James T. Borello RIA reduced its COPT Defense Properties (CDP) stake by 1.6% in Q3 2026, selling an estimated $73 and leaving 123 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

James T. Borello RIA first reported a position in CDP in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.55K in Q2 2026. 29 funds tracked by Wall St. Rank hold CDP as of Q3 2026.

  • James T. Borello RIA held 123 shares of COPT Defense Properties worth $4.11K as of Q3 2026.
  • James T. Borello RIA sold 2 COPT Defense Properties shares in Q3 2026, an estimated $73.
  • COPT Defense Properties made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #830 holding.
  • James T. Borello RIA first reported a position in COPT Defense Properties in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's COPT Defense Properties position peaked at $4.55K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.