Skip to main content

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.

Institutional holdersQ4 2022: 244 institutions
Q1 2021: 267 institutionsQ2 2021: 246 institutionsQ3 2021: 245 institutionsQ4 2021: 256 institutionsQ1 2022: 241 institutionsQ2 2022: 257 institutionsQ3 2022: 232 institutionsQ4 2022: 244 institutionsQ1 2023: 248 institutionsQ2 2023: 239 institutionsQ3 2023: 242 institutionsQ4 2023: 247 institutionsQ1 2024: 269 institutionsQ2 2024: 264 institutionsQ3 2024: 292 institutionsQ4 2024: 303 institutionsQ1 2025: 302 institutionsQ2 2025: 304 institutionsQ3 2025: 309 institutionsQ4 2025: 307 institutionsQ1 2026: 323 institutionsQ2 2026: 327 institutions
Value heldQ4 2022: $3.08B
Q1 2021: $2.95BQ2 2021: $3.19BQ3 2021: $3.11BQ4 2021: $3.26BQ1 2022: $3.31BQ2 2022: $3.11BQ3 2022: $2.77BQ4 2022: $3.08BQ1 2023: $2.80BQ2 2023: $2.74BQ3 2023: $3.17BQ4 2023: $2.98BQ1 2024: $2.78BQ2 2024: $2.91BQ3 2024: $3.57BQ4 2024: $3.72BQ1 2025: $3.29BQ2 2025: $3.33BQ3 2025: $3.53BQ4 2025: $3.43BQ1 2026: $3.88BQ2 2026: $4.61B
Institutions holding CDP and their total value by quarter
QuarterHoldersValue
Q2 2026327$4.61B
Q1 2026323$3.88B
Q4 2025307$3.43B
Q3 2025309$3.53B
Q2 2025304$3.33B
Q1 2025302$3.29B
Q4 2024303$3.72B
Q3 2024292$3.57B
Q2 2024264$2.91B
Q1 2024269$2.78B
Q4 2023247$2.98B
Q3 2023242$3.17B
Q2 2023239$2.74B
Q1 2023248$2.80B
Q4 2022244$3.08B
Q3 2022232$2.77B
Q2 2022257$3.11B
Q1 2022241$3.31B
Q4 2021256$3.26B
Q3 2021245$3.11B
Q2 2021246$3.19B
Q1 2021267$2.95B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Copt Defense Properties; share changes are against Q3 2022.

Institutions holding CDP in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Heritage Wealth Advisors1,600$41.5K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,369$35.5K0.00%+4+0.3%Added
Mitsubishi UFJ Trust & Banking Corp1,348$35.0K0.00%−319−19.1%Reduced
AdvisorNet Financial, Inc1,200$31.1K0.00%+1,200New
Signaturefd, LLC970$25.2K0.00%−108−10.0%Reduced
Park Place Capital Corp970$25.0K0.01%+970New
Armstrong Advisory Group, Inc963$25.0K0.00%+963New
Rockefeller Capital Management L.P.786$20.0K0.00%−33−4.0%Reduced
Quadrant Capital Group LLC751$19.5K0.00%−167−18.2%Reduced
NewSquare Capital LLC562$14.6K0.00%+562New
Lindbrook Capital, LLC532$13.8K0.00%+349+190.7%Added
Harbour Investments, Inc.515$13.4K0.00%00.0%Unchanged
Valley National Advisers Inc500$13.0K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC500$13.0K0.00%00.0%Unchanged
Private Trust Co NA427$11.0K0.00%−4−0.9%Reduced
Hanson & Doremus Investment Management343$9.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC331$8.59K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.297$7.70K0.00%+297New
TD Waterhouse Canada Inc.200$7.06K0.00%+200New
Princeton Global Asset Management LLC275$7.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC262$6.80K0.00%+131+100.0%Added
CoreCap Advisors, LLC243$6.33K0.00%+243New
Ellevest, Inc.207$5.37K0.00%+38+22.5%Added
Northwestern Mutual Wealth Management Co202$5.24K0.00%+202New
ICA Group Wealth Management, LLC200$5.19K0.00%+200New
Red Tortoise LLC199$5.16K0.00%+199New
Capital Advisors, Ltd. LLC186$5.00K0.00%00.0%Unchanged
Comerica Securities,inc.181$4.75K0.00%+181New
Contravisory Investment Management, Inc.176$4.57K0.00%00.0%Unchanged
Bessemer Group Inc158$4.00K0.00%00.0%Unchanged
Concord Wealth Partners142$3.68K0.00%+142New
Carolinas Wealth Consulting LLC110$2.88K0.00%−6−5.2%Reduced
Parallel Advisors, LLC109$2.83K0.00%−38−25.9%Reduced
Quarry LP106$2.75K0.00%+106New
Boyd Watterson Asset Management LLC95$2.46K0.00%+95New
IFP Advisors, Inc68$2.00K0.00%00.0%Unchanged
Allworth Financial LP76$1.97K0.00%+76New
Bell Investment Advisors, Inc60$1.56K0.00%−20−25.0%Reduced
Farmers & Merchants Investments Inc51$1.32K0.00%00.0%Unchanged
Horan Securities, Inc.45$1.17K0.00%+45New
Covestor Ltd27$1.00K0.00%−6−18.2%Reduced
Massmutual Trust Co FSB49$1.00K0.00%+49New
Accel Wealth Management25$6560.00%00.0%Unchanged
GWM Advisors LLC2,558$660.00%+2,558New
Alyeska Investment Group, L.P.0$00.00%−504,540−100.0%Sold out
Lasalle Investment Management Securities LLC0$00.00%−187,386−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−107,559−100.0%Sold out
Martingale Asset Management L P0$00.00%−48,656−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−48,082−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−22,804−100.0%Sold out
Jane Street Group, LLC0$00.00%−18,057−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−12,506−100.0%Sold out
United Services Automobile Association0$00.00%−12,015−100.0%Sold out
LSV Asset Management0$00.00%−9,700−100.0%Sold out
PEAK6 Investments LLC0$00.00%−7,499−100.0%Sold out
Riverview Trust Co0$00.00%−964−100.0%Sold out
Neo Ivy Capital Management0$00.00%−588−100.0%Sold out
Meeder Asset Management Inc0$00.00%−435−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−182−100.0%Sold out
Glassman Wealth Services0$00.00%−77−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−52−100.0%Sold out
Huntington National Bank0$00.00%−34−100.0%Sold out
Ranger Global Real Estate Advisors, LLC0$00.00%−444,553−100.0%Sold out
AGF Investments LLC––––Not filed
Agf Investments Inc.––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Maryland Capital Management––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
American Portfolios Advisors––––Not filed