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 2025
Institutional positions in Copt Defense Properties as of Jun 30, 2025. 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
- 304
- +4 vs. Q1 2025
- Shares held
- 120.8M
- +57.8K (0.0%) vs. Q1 2025
- Total value
- $3.33B
- +$38.8M (+1.2%) vs. Q1 2025
- New holders
- 32
- 126 more added
- Sold out
- 28
- 113 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Copt Defense Properties; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 2 | $76 | 0.00% | −1−33.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 3 | $83 | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 4 | $112 | 0.00% | +4 | New |
| Private Wealth Management Group, LLC | 5 | $138 | 0.00% | +5 | New |
| LGT Financial Advisors LLC | 6 | $165 | 0.00% | +6 | New |
| Optiver Holding B.V. | 9 | $248 | 0.00% | −78−89.7% | Reduced |
| True Wealth Design, LLC | 18 | $497 | 0.00% | +4+28.6% | Added |
| Proathlete Wealth Management LLC | 28 | $772 | 0.00% | +28 | New |
| Stephens Consulting, LLC | 30 | $828 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 31 | $855 | 0.00% | +31 | New |
| Picton Mahoney Asset Management | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 62 | $1.00K | 0.00% | −1−1.6% | Reduced |
| Farther Finance Advisors, LLC | 37 | $1.02K | 0.00% | +9+32.1% | Added |
| Huntington National Bank | 38 | $1.05K | 0.00% | −32−45.7% | Reduced |
| Kestra Investment Management, LLC | 39 | $1.06K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 46 | $1.27K | 0.00% | −38−45.2% | Reduced |
| Elequin Capital LP | 56 | $1.54K | 0.00% | +56 | New |
| Assetmark, Inc | 59 | $1.63K | 0.00% | +59 | New |
| UMA Financial Services, Inc. | 59 | $1.63K | 0.00% | +59 | New |
| Massmutual Trust Co FSB | 62 | $1.71K | 0.00% | −54−46.6% | Reduced |
| 1 North Wealth Services LLC | 70 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 73 | $2.04K | 0.00% | +73 | New |
| PFS Partners, LLC | 80 | $2.21K | 0.00% | +80 | New |
| Northwestern Mutual Wealth Management Co | 81 | $2.23K | 0.00% | +81 | New |
| Boyd Watterson Asset Management LLC | 95 | $2.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 98 | $2.70K | 0.00% | +4+4.3% | Added |
| Principal Securities, Inc. | 109 | $3.01K | 0.00% | +64+142.2% | Added |
| Steward Partners Investment Advisory, LLC | 115 | $3.17K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 117 | $3.23K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 154 | $4.25K | 0.00% | +65+73.0% | Added |
| Bell Investment Advisors, Inc | 176 | $4.86K | 0.00% | −17−8.8% | Reduced |
| Capital Advisors, Ltd. LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 202 | $5.57K | 0.00% | +202 | New |
| Rothschild Investment LLC | 215 | $5.93K | 0.00% | +60+38.7% | Added |
| Private Trust Co NA | 231 | $6.37K | 0.00% | −131−36.2% | Reduced |
| Raffa Wealth Management, LLC | 234 | $6.45K | 0.00% | +234 | New |
| Princeton Global Asset Management LLC | 275 | $7.58K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 285 | $7.85K | 0.00% | +4+1.4% | Added |
| WPG Advisers, LLC | 339 | $9.35K | 0.01% | +7+2.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 394 | $10.9K | 0.00% | +394 | New |
| Fourth Dimension Wealth, LLC | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 398 | $11.0K | 0.00% | +37+10.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 419 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 415 | $11.6K | 0.01% | +4+1.0% | Added |
| Essential Partners LLC | 434 | $12.0K | 0.00% | +434 | New |
| Harbor Capital Advisors, Inc. | 450 | $12.0K | 0.00% | −2−0.4% | Reduced |
| Geneos Wealth Management Inc. | 448 | $12.4K | 0.00% | −52−10.4% | Reduced |
| Wolff Wiese Magana LLC | 467 | $12.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 468 | $12.9K | 0.00% | −70−13.0% | Reduced |
| Parallel Advisors, LLC | 471 | $13.0K | 0.00% | +295+167.6% | Added |
| Valley National Advisers Inc | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 502 | $13.8K | 0.00% | −2,209−81.5% | Reduced |
| Rise Advisors, LLC | 516 | $14.2K | 0.01% | +6+1.2% | Added |
| IFP Advisors, Inc | 562 | $15.5K | 0.00% | +505+886.0% | Added |
| Bessemer Group Inc | 630 | $17.0K | 0.00% | −1,358−68.3% | Reduced |
| Quarry LP | 683 | $18.8K | 0.00% | −503−42.4% | Reduced |
| Versant Capital Management, Inc | 713 | $19.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 715 | $19.7K | 0.00% | −356−33.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 798 | $22.0K | 0.02% | +798 | New |
| Loomis Sayles & Co L P | 870 | $24.0K | 0.00% | +433+99.1% | Added |
| GWM Advisors LLC | 1,224 | $33.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,504 | $41.5K | 0.00% | +561+59.5% | Added |
| Global Retirement Partners, LLC | 1,569 | $43.3K | 0.00% | +1,569 | New |
| Heritage Wealth Advisors | 1,600 | $44.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,685 | $46.5K | 0.00% | +1,553+1,176.5% | Added |
| US Bancorp | 1,810 | $49.9K | 0.00% | −1,960−52.0% | Reduced |
| GF Fund Management Co. Ltd. | 1,991 | $54.9K | 0.00% | −143−6.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,338 | $64.5K | 0.00% | −706−23.2% | Reduced |
| Covestor Ltd | 2,581 | $71.0K | 0.04% | +2,574+36,771.4% | Added |
| Bryn Mawr Trust Co | 3,000 | $82.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,053 | $84.2K | 0.02% | +2,044+202.6% | Added |
| Advisor Group Holdings, Inc. | 3,193 | $88.1K | 0.00% | +1,192+59.6% | Added |
| Hantz Financial Services, Inc. | 3,415 | $94.0K | 0.00% | +3,040+810.7% | Added |
| KBC Group NV | 3,862 | $107.0K | 0.00% | −1,219−24.0% | Reduced |
| Rosenberg Matthew Hamilton | 4,000 | $110.3K | 0.03% | +1,800+81.8% | Added |
| Skopos Labs, Inc. | 4,362 | $120.3K | 0.02% | +2,262+107.7% | Added |
| Clearstead Advisors, LLC | 4,386 | $121.0K | 0.00% | +193+4.6% | Added |
| Smartleaf Asset Management LLC | 4,586 | $127.4K | 0.01% | −958−17.3% | Reduced |
| FIL Ltd | 4,763 | $131.4K | 0.00% | +3,300+225.6% | Added |
| The PNC Financial Services Group, Inc. | 4,988 | $137.6K | 0.00% | +617+14.1% | Added |
| Quest Partners LLC | 5,017 | $138.4K | 0.01% | −80,015−94.1% | Reduced |
| Central Pacific Bank - Trust Division | 6,288 | $173.4K | 0.02% | −566−8.3% | Reduced |
| Point72 (DIFC) Ltd | 6,614 | $182.4K | 0.01% | +6,614 | New |
| M&G Plc | 6,740 | $188.7K | 0.00% | +676+11.1% | Added |
| Quantinno Capital Management LP | 7,341 | $202.5K | 0.00% | +7,341 | New |
| Mackenzie Financial Corp | 7,617 | $210.1K | 0.00% | +219+3.0% | Added |
| Beverly Hills Private Wealth, LLC | 7,662 | $211.3K | 0.04% | −665−8.0% | Reduced |
| ZWJ Investment Counsel Inc | 8,268 | $228.0K | 0.01% | +8,268 | New |
| Securian Asset Management, Inc | 8,502 | $234.5K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,526 | $235.2K | 0.01% | −2,781−24.6% | Reduced |
| Carmel Capital Partners, LLC | 8,752 | $241.4K | 0.08% | −8,626−49.6% | Reduced |
| Crossmark Global Holdings, Inc. | 8,789 | $242.4K | 0.00% | +133+1.5% | Added |
| Two Sigma Securities, LLC | 9,097 | $250.9K | 0.03% | +9,097 | New |
| Ar Asset Management Inc | 9,100 | $251.0K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 9,131 | $251.8K | 0.00% | +862+10.4% | Added |
| Connable Office Inc | 9,225 | $254.4K | 0.03% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 9,286 | $256.1K | 0.07% | +9,286 | New |
| EP Wealth Advisors, LLC | 9,492 | $261.8K | 0.00% | +227+2.5% | Added |
| Public Employees Retirement Association of Colorado | 9,532 | $263.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,907 | $273.0K | 0.00% | −24,064−70.8% | Reduced |