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, Q2 2023
Institutional positions in Copt Defense Properties as of Jun 30, 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
- 239
- −9 vs. Q1 2023
- Shares held
- 115.3M
- −2.78M (−2.4%) vs. Q1 2023
- Total value
- $2.74B
- −$57.0M (−2.0%) vs. Q1 2023
- New holders
- 23
- 85 more added
- Sold out
- 32
- 99 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Copt Defense Properties; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 3,602 | $85.5K | 0.02% | −1,370−27.6% | Reduced |
| Bessemer Group Inc | 3,365 | $80.0K | 0.00% | −239−6.6% | Reduced |
| Lazard Asset Management LLC | 3,372 | $80.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,200 | $52.3K | 0.02% | +2,200 | New |
| Global Retirement Partners, LLC | 2,157 | $51.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,879 | $44.6K | 0.00% | −685−26.7% | Reduced |
| Quadrant Capital Group LLC | 1,817 | $43.2K | 0.00% | +882+94.3% | Added |
| Heritage Wealth Advisors | 1,600 | $38.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,292 | $30.7K | 0.00% | −399−23.6% | Reduced |
| Parallel Advisors, LLC | 1,108 | $26.3K | 0.00% | −10−0.9% | Reduced |
| Park Place Capital Corp | 970 | $23.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 963 | $22.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 940 | $22.3K | 0.01% | −188−16.7% | Reduced |
| Ronald Blue Trust, Inc. | 773 | $18.0K | 0.00% | −7,706−90.9% | Reduced |
| Harbour Investments, Inc. | 515 | $12.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $11.9K | 0.00% | −707−58.6% | Reduced |
| Spire Wealth Management | 500 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 343 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 315 | $7.48K | 0.00% | +260+472.7% | Added |
| Private Trust Co NA | 305 | $7.24K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 275 | $6.53K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $6.43K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 259 | $6.15K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 240 | $5.00K | 0.00% | −104−30.2% | Reduced |
| EverSource Wealth Advisors, LLC | 207 | $4.92K | 0.00% | +187+935.0% | Added |
| Capital Advisors, Ltd. LLC | 186 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 161 | $3.82K | 0.00% | +122+312.8% | Added |
| Farther Finance Advisors, LLC | 144 | $3.42K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 142 | $3.37K | 0.00% | +142 | New |
| Signaturefd, LLC | 125 | $2.97K | 0.00% | −256−67.2% | Reduced |
| Carolinas Wealth Consulting LLC | 95 | $2.28K | 0.00% | −15−13.6% | Reduced |
| Boyd Watterson Asset Management LLC | 95 | $2.26K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 53 | $1.44K | 0.00% | +53 | New |
| Cullen/Frost Bankers, Inc. | 52 | $1.24K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 51 | $1.21K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $451 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $238 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Lasalle Investment Management Securities LLC | 0 | $0 | 0.00% | −477,532−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −402,900−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −150,100−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −124,381−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −59,147−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −53,945−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −36,580−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −25,121−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −19,874−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,760−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −19,119−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −18,552−100.0% | Sold out |
| Horst & Graben Wealth Management LLC | 0 | $0 | 0.00% | −15,144−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,320−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,937−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −11,856−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −5,968−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −5,893−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −26−100.0% | Sold out |