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, Q4 2022
Institutional positions in Copt Defense Properties as of Dec 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
- 244
- +18 vs. Q3 2022
- Shares held
- 118.6M
- −966.6K (−0.8%) vs. Q3 2022
- Total value
- $3.08B
- +$309.6M (+11.2%) vs. Q3 2022
- New holders
- 37
- 95 more added
- Sold out
- 19
- 78 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Copt Defense Properties; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 2,558 | $66 | 0.00% | +2,558 | New |
| Accel Wealth Management | 25 | $656 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 27 | $1.00K | 0.00% | −6−18.2% | Reduced |
| Massmutual Trust Co FSB | 49 | $1.00K | 0.00% | +49 | New |
| Horan Securities, Inc. | 45 | $1.17K | 0.00% | +45 | New |
| Farmers & Merchants Investments Inc | 51 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $1.56K | 0.00% | −20−25.0% | Reduced |
| Allworth Financial LP | 76 | $1.97K | 0.00% | +76 | New |
| IFP Advisors, Inc | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 95 | $2.46K | 0.00% | +95 | New |
| Quarry LP | 106 | $2.75K | 0.00% | +106 | New |
| Parallel Advisors, LLC | 109 | $2.83K | 0.00% | −38−25.9% | Reduced |
| Carolinas Wealth Consulting LLC | 110 | $2.88K | 0.00% | −6−5.2% | Reduced |
| Concord Wealth Partners | 142 | $3.68K | 0.00% | +142 | New |
| Bessemer Group Inc | 158 | $4.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 176 | $4.57K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 181 | $4.75K | 0.00% | +181 | New |
| Capital Advisors, Ltd. LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 199 | $5.16K | 0.00% | +199 | New |
| ICA Group Wealth Management, LLC | 200 | $5.19K | 0.00% | +200 | New |
| Northwestern Mutual Wealth Management Co | 202 | $5.24K | 0.00% | +202 | New |
| Ellevest, Inc. | 207 | $5.37K | 0.00% | +38+22.5% | Added |
| CoreCap Advisors, LLC | 243 | $6.33K | 0.00% | +243 | New |
| Heritage Wealth Management, LLC | 262 | $6.80K | 0.00% | +131+100.0% | Added |
| Princeton Global Asset Management LLC | 275 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $7.06K | 0.00% | +200 | New |
| TCI Wealth Advisors, Inc. | 297 | $7.70K | 0.00% | +297 | New |
| EverSource Wealth Advisors, LLC | 331 | $8.59K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 343 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 427 | $11.0K | 0.00% | −4−0.9% | Reduced |
| Sargent Bickham Lagudis LLC | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 515 | $13.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 532 | $13.8K | 0.00% | +349+190.7% | Added |
| NewSquare Capital LLC | 562 | $14.6K | 0.00% | +562 | New |
| Quadrant Capital Group LLC | 751 | $19.5K | 0.00% | −167−18.2% | Reduced |
| Rockefeller Capital Management L.P. | 786 | $20.0K | 0.00% | −33−4.0% | Reduced |
| Armstrong Advisory Group, Inc | 963 | $25.0K | 0.00% | +963 | New |
| Park Place Capital Corp | 970 | $25.0K | 0.01% | +970 | New |
| Signaturefd, LLC | 970 | $25.2K | 0.00% | −108−10.0% | Reduced |
| AdvisorNet Financial, Inc | 1,200 | $31.1K | 0.00% | +1,200 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,348 | $35.0K | 0.00% | −319−19.1% | Reduced |
| Global Retirement Partners, LLC | 1,369 | $35.5K | 0.00% | +4+0.3% | Added |
| Heritage Wealth Advisors | 1,600 | $41.5K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,691 | $43.9K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,725 | $45.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,372 | $87.0K | 0.00% | +2,309+217.2% | Added |
| Proequities, Inc. | 3,643 | $95.5K | 0.01% | +7+0.2% | Added |
| US Bancorp | 3,822 | $99.1K | 0.00% | +914+31.4% | Added |
| Tower Research Capital LLC (TRC) | 5,534 | $144.0K | 0.01% | −3,433−38.3% | Reduced |
| Ronald Blue Trust, Inc. | 6,519 | $152.0K | 0.00% | +3,154+93.7% | Added |
| C M Bidwell & Associates Ltd | 5,968 | $154.8K | 0.12% | 00.0% | Unchanged |
| Pensionfund Sabic | 6,500 | $169.0K | 0.05% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,380 | $191.4K | 0.00% | −382−4.9% | Reduced |
| Profund Advisors LLC | 8,094 | $210.0K | 0.01% | +8,094 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,371 | $217.0K | 0.00% | +8,371 | New |
| M&G Investment Management Ltd | 8,859 | $230.3K | 0.00% | +8,859 | New |
| Bailard, Inc. | 8,900 | $230.9K | 0.01% | −100−1.1% | Reduced |
| Cubist Systematic Strategies, LLC | 8,981 | $233.0K | 0.00% | +8,981 | New |
| CWM Advisors, LLC | 9,091 | $235.8K | 0.03% | +139+1.6% | Added |
| Ar Asset Management Inc | 9,100 | $236.0K | 0.07% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 10,200 | $265.0K | 0.00% | +10,200 | New |
| Securian Asset Management, Inc | 10,248 | $265.8K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 10,309 | $267.4K | 0.01% | −16−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,404 | $269.9K | 0.01% | −5,832−35.9% | Reduced |
| Moors & Cabot, Inc. | 10,507 | $272.6K | 0.02% | −1,000−8.7% | Reduced |
| Peak Financial Advisors LLC | 10,615 | $275.4K | 0.25% | −430−3.9% | Reduced |
| The PNC Financial Services Group, Inc. | 10,633 | $275.8K | 0.00% | +389+3.8% | Added |
| Cambria Investment Management, L.P. | 10,800 | $280.2K | 0.02% | −1,200−10.0% | Reduced |
| DuPont Capital Management Corp | 10,858 | $281.7K | 0.01% | −16,670−60.6% | Reduced |
| Nissay Asset Management Corp | 10,920 | $283.3K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 11,365 | $294.8K | 0.00% | +11,365 | New |
| Beverly Hills Private Wealth, LLC | 11,423 | $296.3K | 0.13% | +11,423 | New |
| Citadel Advisors LLC | 11,660 | $302.5K | 0.00% | +11,660 | New |
| Van Eck Associates Corp | 11,683 | $303.0K | 0.00% | +5,189+79.9% | Added |
| Bank of Nova Scotia | 11,824 | $306.7K | 0.00% | −18,416−60.9% | Reduced |
| Toronto Dominion Bank | 11,982 | $311.0K | 0.00% | +63+0.5% | Added |
| Integrated Investment Consultants, LLC | 12,292 | $318.9K | 0.11% | −127−1.0% | Reduced |
| Connable Office Inc | 12,358 | $321.0K | 0.05% | −226−1.8% | Reduced |
| Prudential Financial Inc | 13,594 | $352.6K | 0.00% | +274+2.1% | Added |
| Kula Investments, LLC | 14,865 | $385.6K | 0.14% | +14,865 | New |
| Bank of Montreal | 14,910 | $388.0K | 0.00% | +2,900+24.1% | Added |
| Pensionfund DSM Netherlands | 15,000 | $389.0K | 0.27% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 15,144 | $393.0K | 0.10% | 00.0% | Unchanged |
| MQS Management LLC | 15,505 | $402.2K | 0.27% | +15,505 | New |
| Cerity Partners LLC | 15,528 | $402.8K | 0.00% | +15,528 | New |
| Crossmark Global Holdings, Inc. | 15,961 | $414.0K | 0.01% | +5,981+59.9% | Added |
| Putnam Investments LLC | 16,613 | $430.9K | 0.00% | −9−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,866 | $437.5K | 0.01% | +2,643+18.6% | Added |
| Xponance, Inc. | 17,510 | $454.2K | 0.01% | +71+0.4% | Added |
| Handelsbanken Fonder AB | 17,581 | $456.0K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 17,700 | $459.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 17,752 | $460.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 19,282 | $500.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,324 | $501.3K | 0.00% | −14,842−43.4% | Reduced |
| New York Life Investment Management LLC | 19,874 | $515.5K | 0.01% | +2,240+12.7% | Added |
| Standard Life Aberdeen plc | 20,099 | $521.4K | 0.00% | −5,293−20.8% | Reduced |
| Pendal Group Limited | 20,870 | $541.4K | 0.00% | +4,010+23.8% | Added |
| Advisor Group Holdings, Inc. | 21,157 | $549.6K | 0.00% | +811+4.0% | Added |
| M&T Bank Corp | 21,719 | $563.9K | 0.00% | +2,292+11.8% | Added |