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 2023
Institutional positions in Copt Defense Properties as of Mar 31, 2023. 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
- 248
- +11 vs. Q4 2022
- Shares held
- 118.1M
- +129.4K (+0.1%) vs. Q4 2022
- Total value
- $2.80B
- −$264.1M (−8.6%) vs. Q4 2022
- New holders
- 32
- 102 more added
- Sold out
- 21
- 83 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Copt Defense Properties; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 4,972 | $117.9K | 0.04% | +4,972 | New |
| Tower Research Capital LLC (TRC) | 4,748 | $113.0K | 0.00% | −786−14.2% | Reduced |
| Pacer Advisors, Inc. | 4,510 | $106.9K | 0.00% | −25,330−84.9% | Reduced |
| US Bancorp | 4,451 | $105.5K | 0.00% | +629+16.5% | Added |
| Bessemer Group Inc | 3,604 | $86.0K | 0.00% | +3,446+2,181.0% | Added |
| Proequities, Inc. | 3,491 | $83.8K | 0.01% | −152−4.2% | Reduced |
| Lazard Asset Management LLC | 3,372 | $79.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,564 | $60.8K | 0.00% | +6+0.2% | Added |
| Global Retirement Partners, LLC | 2,157 | $51.0K | 0.00% | +788+57.6% | Added |
| Vestcor Inc | 1,725 | $41.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,691 | $40.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,600 | $37.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,348 | $32.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,207 | $28.6K | 0.00% | +7+0.6% | Added |
| Quarry LP | 1,128 | $26.7K | 0.01% | +1,022+964.2% | Added |
| Parallel Advisors, LLC | 1,118 | $26.5K | 0.00% | +1,009+925.7% | Added |
| Park Place Capital Corp | 970 | $23.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 963 | $22.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 935 | $22.2K | 0.00% | +184+24.5% | Added |
| Harbour Investments, Inc. | 515 | $12.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $11.9K | 0.00% | +500 | New |
| Valley National Advisers Inc | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 381 | $9.03K | 0.00% | −589−60.7% | Reduced |
| Hanson & Doremus Investment Management | 343 | $8.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 344 | $8.00K | 0.00% | +344 | New |
| Private Trust Co NA | 305 | $7.23K | 0.00% | −122−28.6% | Reduced |
| TCI Wealth Advisors, Inc. | 297 | $7.04K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 275 | $6.52K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $6.31K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 259 | $6.14K | 0.00% | +259 | New |
| Sageworth Trust Co | 227 | $5.38K | 0.00% | +227 | New |
| ICA Group Wealth Management, LLC | 200 | $4.74K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 199 | $4.72K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 186 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 144 | $3.41K | 0.00% | +144 | New |
| Carolinas Wealth Consulting LLC | 110 | $2.64K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 95 | $2.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 76 | $1.80K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $1.30K | 0.00% | −477−89.7% | Reduced |
| Farmers & Merchants Investments Inc | 51 | $1.21K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 40 | $948 | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 39 | $925 | 0.00% | −21−35.0% | Reduced |
| Ellevest, Inc. | 32 | $759 | 0.00% | −175−84.5% | Reduced |
| Accel Wealth Management | 26 | $605 | 0.00% | +1+4.0% | Added |
| EverSource Wealth Advisors, LLC | 20 | $474 | 0.00% | −311−94.0% | Reduced |
| Massmutual Trust Co FSB | 19 | $450 | 0.00% | −30−61.2% | Reduced |
| Versant Capital Management, Inc | 10 | $231 | 0.00% | +10 | New |
| Covestor Ltd | 10 | $0 | 0.00% | −17−63.0% | Reduced |
| Aew Capital Management L P | 0 | $0 | 0.00% | −551,390−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −105,562−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −61,280−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,876−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −19,282−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −15,528−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −15,505−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −14,865−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,365−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −10,858−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −8,859−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −8,094−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Perpetual Investment Management Ltd | – | – | – | – | Not filed |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |
| Pendal Group Limited | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |