Copt Defense Properties
CDP- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000860546
No open-market purchases or sales by Copt Defense Properties insiders were filed in the last 90 days; 327 institutions reported holding it in 13F filings for Q2 2026, worth $4.61B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Copt Defense Properties as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 241
- −12 vs. Q4 2021
- Shares held
- 116.0M
- −98.1K (−0.1%) vs. Q4 2021
- Total value
- $3.31B
- +$59.2M (+1.8%) vs. Q4 2021
- New holders
- 23
- 83 more added
- Sold out
- 35
- 101 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CDP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 327 | $4.61B |
| Q1 2026 | 323 | $3.88B |
| Q4 2025 | 307 | $3.43B |
| Q3 2025 | 309 | $3.53B |
| Q2 2025 | 304 | $3.33B |
| Q1 2025 | 302 | $3.29B |
| Q4 2024 | 303 | $3.72B |
| Q3 2024 | 292 | $3.57B |
| Q2 2024 | 264 | $2.91B |
| Q1 2024 | 269 | $2.78B |
| Q4 2023 | 247 | $2.98B |
| Q3 2023 | 242 | $3.17B |
| Q2 2023 | 239 | $2.74B |
| Q1 2023 | 248 | $2.80B |
| Q4 2022 | 244 | $3.08B |
| Q3 2022 | 232 | $2.77B |
| Q2 2022 | 257 | $3.11B |
| Q1 2022 | 241 | $3.31B |
| Q4 2021 | 256 | $3.26B |
| Q3 2021 | 245 | $3.11B |
| Q2 2021 | 246 | $3.19B |
| Q1 2021 | 267 | $2.95B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Copt Defense Properties; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| C M Bidwell & Associates Ltd | 6,455 | $184.0K | 0.12% | +6,455 | New |
| First Bank & Trust | 4,354 | $124.0K | 0.04% | −77−1.7% | Reduced |
| Proequities, Inc. | 3,406 | $98.0K | 0.01% | −1,382−28.9% | Reduced |
| US Bancorp | 2,489 | $71.0K | 0.00% | −66−2.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,904 | $54.0K | 0.00% | −452−19.2% | Reduced |
| Heritage Wealth Advisors | 1,600 | $46.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,433 | $41.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,295 | $36.0K | 0.00% | +1,295 | New |
| Rockefeller Capital Management L.P. | 1,075 | $30.0K | 0.00% | +97+9.9% | Added |
| Spire Wealth Management | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 964 | $28.0K | 0.02% | +964 | New |
| Dark Forest Capital Management LP | 854 | $24.0K | 0.01% | +854 | New |
| FinTrust Capital Advisors, LLC | 712 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 549 | $16.0K | 0.00% | +166+43.3% | Added |
| Valley National Advisers Inc | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 400 | $11.0K | 0.00% | −3,400−89.5% | Reduced |
| Hanson & Doremus Investment Management | 343 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 302 | $9.00K | 0.00% | +78+34.8% | Added |
| Princeton Global Asset Management LLC | 275 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 218 | $6.00K | 0.00% | +218 | New |
| American Portfolios Advisors | 201 | $5.74K | 0.00% | −107−34.7% | Reduced |
| Capital Advisors, Ltd. LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 191 | $5.00K | 0.00% | +77+67.5% | Added |
| Lindbrook Capital, LLC | 165 | $5.00K | 0.00% | +64+63.4% | Added |
| Contravisory Investment Management, Inc. | 176 | $5.00K | 0.00% | +176 | New |
| Quadrant Capital Group LLC | 135 | $4.00K | 0.00% | −82−37.8% | Reduced |
| Heritage Wealth Management, LLC | 131 | $4.00K | 0.00% | +131 | New |
| Exane Derivatives | 121 | $3.45K | 0.00% | +121 | New |
| Carolinas Wealth Consulting LLC | 116 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 97 | $3.00K | 0.00% | +20+26.0% | Added |
| Sageworth Trust Co of South Dakota | 74 | $2.00K | 0.00% | −342−82.2% | Reduced |
| Parallel Advisors, LLC | 84 | $2.00K | 0.00% | −9−9.7% | Reduced |
| IFP Advisors, Inc | 68 | $2.00K | 0.00% | +68 | New |
| TCWP LLC | 77 | $2.00K | 0.00% | +77 | New |
| Raffa Wealth Management, LLC | 52 | $1.48K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $1.00K | 0.00% | +2+10.0% | Added |
| Sutton Wealth Advisors Inc. | 17 | $485 | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 4 | $114 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,068,181−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −596,460−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −287,717−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −196,296−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −130,237−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −52,391−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −47,838−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −34,705−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −19,259−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,428−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −11,684−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,439−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −8,389−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,686−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,956−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −5,441−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −2,613−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,417−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Richwood Investment Advisors, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Hillcrest Asset Management LLC | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |