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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, Q3 2023

Institutional positions in Copt Defense Properties as of Sep 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
242
+4 vs. Q2 2023
Shares held
117.9M
+2.60M (+2.3%) vs. Q2 2023
Total value
$3.17B
+$428.6M (+15.6%) vs. Q2 2023
New holders
22
82 more added
Sold out
18
103 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 242 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 heldQ3 2023: $3.17B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Copt Defense Properties; share changes are against Q2 2023.

Institutions holding CDP in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wyoming6,282$149.7K0.03%+2,680+74.4%Added
US Bancorp4,450$106.0K0.00%−3−0.1%Reduced
Ronald Blue Trust, Inc.4,107$98.0K0.00%+3,334+431.3%Added
Proequities, Inc.3,665$88.4K0.01%−49−1.3%Reduced
Bessemer Group Inc3,207$76.0K0.00%−158−4.7%Reduced
Lazard Asset Management LLC2,815$67.0K0.00%−557−16.5%Reduced
Global Retirement Partners, LLC2,435$56.3K0.00%+278+12.9%Added
Rosenberg Matthew Hamilton2,200$52.4K0.02%00.0%Unchanged
Heritage Wealth Advisors1,600$38.1K0.00%00.0%Unchanged
KBC Group NV1,415$34.0K0.00%+1,415New
GWM Advisors LLC1,244$29.6K0.00%−635−33.8%Reduced
Quadrant Capital Group LLC1,239$29.5K0.00%−578−31.8%Reduced
Park Place Capital Corp970$23.1K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc963$22.9K0.00%00.0%Unchanged
Covestor Ltd742$18.0K0.01%+732+7,320.0%Added
Huntington National Bank600$14.3K0.00%+600New
Harbour Investments, Inc.515$12.3K0.00%00.0%Unchanged
Valley National Advisers Inc500$12.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc500$11.9K0.00%00.0%Unchanged
Spire Wealth Management500$11.9K0.00%00.0%Unchanged
Hanson & Doremus Investment Management343$8.00K0.00%00.0%Unchanged
Private Trust Co NA305$7.27K0.00%00.0%Unchanged
Lindbrook Capital, LLC293$6.98K0.00%−22−7.0%Reduced
Princeton Global Asset Management LLC275$6.55K0.00%00.0%Unchanged
Bell Investment Advisors, Inc226$5.39K0.00%+65+40.4%Added
EverSource Wealth Advisors, LLC207$4.93K0.00%00.0%Unchanged
Signaturefd, LLC207$4.93K0.00%+82+65.6%Added
Capital Advisors, Ltd. LLC186$4.00K0.00%00.0%Unchanged
Allworth Financial LP151$3.60K0.00%+151New
Bokf, NA155$3.53K0.00%−104−40.2%Reduced
Concord Wealth Partners142$3.38K0.00%00.0%Unchanged
Parallel Advisors, LLC130$3.10K0.00%−978−88.3%Reduced
Spotlight Asset Group, Inc.117$2.79K0.00%+117New
Boyd Watterson Asset Management LLC95$2.26K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC93$2.12K0.00%−2−2.1%Reduced
IFP Advisors, Inc53$1.26K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.52$1.24K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc51$1.22K0.00%00.0%Unchanged
Jones Financial Companies LLLP28$6670.00%+28New
Whittier Trust Co24$5710.00%+24New
Massmutual Trust Co FSB19$4530.00%00.0%Unchanged
Versant Capital Management, Inc10$2380.00%00.0%Unchanged
Cinctive Capital Management LP0$00.00%−514,305−100.0%Sold out
Holocene Advisors, LP0$00.00%−81,471−100.0%Sold out
Employees Retirement System of Texas0$00.00%−65,000−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−52,912−100.0%Sold out
Jennison Associates LLC0$00.00%−33,562−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−28,709−100.0%Sold out
HRT Financial LP0$00.00%−27,146−100.0%Sold out
Capula Management Ltd0$00.00%−26,200−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−23,363−100.0%Sold out
Engineers Gate Manager LP0$00.00%−18,198−100.0%Sold out
CWM Advisors, LLC0$00.00%−13,405−100.0%Sold out
Toronto Dominion Bank0$00.00%−12,214−100.0%Sold out
MQS Management LLC0$00.00%−10,285−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−1,292−100.0%Sold out
Quarry LP0$00.00%−940−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−200−100.0%Sold out
Simplex Trading, LLC0$00.00%−240−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−144−100.0%Sold out
Pictet Asset Management SA––––Not filed