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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 12,132 | $334.6K | 0.01% | +557+4.8% | Added |
| Spirit of America Management Corp | 12,000 | $331.0K | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,618 | $320.4K | 0.00% | +216+1.9% | Added |
| Bokf, NA | 11,265 | $310.7K | 0.01% | +207+1.9% | Added |
| SG Americas Securities, LLC | 9,907 | $273.0K | 0.00% | −24,064−70.8% | Reduced |
| Public Employees Retirement Association of Colorado | 9,532 | $263.0K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,492 | $261.8K | 0.00% | +227+2.5% | Added |
| Bridgefront Capital, LLC | 9,286 | $256.1K | 0.07% | +9,286 | New |
| Connable Office Inc | 9,225 | $254.4K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 9,131 | $251.8K | 0.00% | +862+10.4% | Added |
| Ar Asset Management Inc | 9,100 | $251.0K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 9,097 | $250.9K | 0.03% | +9,097 | New |
| Crossmark Global Holdings, Inc. | 8,789 | $242.4K | 0.00% | +133+1.5% | Added |
| Carmel Capital Partners, LLC | 8,752 | $241.4K | 0.08% | −8,626−49.6% | Reduced |
| Moors & Cabot, Inc. | 8,526 | $235.2K | 0.01% | −2,781−24.6% | Reduced |
| Securian Asset Management, Inc | 8,502 | $234.5K | 0.01% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 8,268 | $228.0K | 0.01% | +8,268 | New |
| Beverly Hills Private Wealth, LLC | 7,662 | $211.3K | 0.04% | −665−8.0% | Reduced |
| Mackenzie Financial Corp | 7,617 | $210.1K | 0.00% | +219+3.0% | Added |
| Quantinno Capital Management LP | 7,341 | $202.5K | 0.00% | +7,341 | New |
| M&G Plc | 6,740 | $188.7K | 0.00% | +676+11.1% | Added |
| Point72 (DIFC) Ltd | 6,614 | $182.4K | 0.01% | +6,614 | New |
| Central Pacific Bank - Trust Division | 6,288 | $173.4K | 0.02% | −566−8.3% | Reduced |
| Quest Partners LLC | 5,017 | $138.4K | 0.01% | −80,015−94.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,988 | $137.6K | 0.00% | +617+14.1% | Added |
| FIL Ltd | 4,763 | $131.4K | 0.00% | +3,300+225.6% | Added |
| Smartleaf Asset Management LLC | 4,586 | $127.4K | 0.01% | −958−17.3% | Reduced |
| Clearstead Advisors, LLC | 4,386 | $121.0K | 0.00% | +193+4.6% | Added |
| Skopos Labs, Inc. | 4,362 | $120.3K | 0.02% | +2,262+107.7% | Added |
| Rosenberg Matthew Hamilton | 4,000 | $110.3K | 0.03% | +1,800+81.8% | Added |
| KBC Group NV | 3,862 | $107.0K | 0.00% | −1,219−24.0% | Reduced |
| Hantz Financial Services, Inc. | 3,415 | $94.0K | 0.00% | +3,040+810.7% | Added |
| Advisor Group Holdings, Inc. | 3,193 | $88.1K | 0.00% | +1,192+59.6% | Added |
| Aster Capital Management (DIFC) Ltd | 3,053 | $84.2K | 0.02% | +2,044+202.6% | Added |
| Bryn Mawr Trust Co | 3,000 | $82.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,581 | $71.0K | 0.04% | +2,574+36,771.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,338 | $64.5K | 0.00% | −706−23.2% | Reduced |
| GF Fund Management Co. Ltd. | 1,991 | $54.9K | 0.00% | −143−6.7% | Reduced |
| US Bancorp | 1,810 | $49.9K | 0.00% | −1,960−52.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,685 | $46.5K | 0.00% | +1,553+1,176.5% | Added |
| Heritage Wealth Advisors | 1,600 | $44.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,569 | $43.3K | 0.00% | +1,569 | New |
| GAMMA Investing LLC | 1,504 | $41.5K | 0.00% | +561+59.5% | Added |
| GWM Advisors LLC | 1,224 | $33.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 870 | $24.0K | 0.00% | +433+99.1% | Added |
| Caitong International Asset Management Co., Ltd | 798 | $22.0K | 0.02% | +798 | New |
| Umb Bank N A | 715 | $19.7K | 0.00% | −356−33.2% | Reduced |
| Versant Capital Management, Inc | 713 | $19.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 683 | $18.8K | 0.00% | −503−42.4% | Reduced |
| Bessemer Group Inc | 630 | $17.0K | 0.00% | −1,358−68.3% | Reduced |
| IFP Advisors, Inc | 562 | $15.5K | 0.00% | +505+886.0% | Added |
| Rise Advisors, LLC | 516 | $14.2K | 0.01% | +6+1.2% | Added |
| Headlands Technologies LLC | 502 | $13.8K | 0.00% | −2,209−81.5% | Reduced |
| Valley National Advisers Inc | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 471 | $13.0K | 0.00% | +295+167.6% | Added |
| Parkside Financial Bank & Trust | 468 | $12.9K | 0.00% | −70−13.0% | Reduced |
| Wolff Wiese Magana LLC | 467 | $12.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 448 | $12.4K | 0.00% | −52−10.4% | Reduced |
| Harbor Capital Advisors, Inc. | 450 | $12.0K | 0.00% | −2−0.4% | Reduced |
| Essential Partners LLC | 434 | $12.0K | 0.00% | +434 | New |
| Bullock Wealth Management Group | 415 | $11.6K | 0.01% | +4+1.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 419 | $11.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 398 | $11.0K | 0.00% | +37+10.2% | Added |
| Fourth Dimension Wealth, LLC | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 394 | $10.9K | 0.00% | +394 | New |
| WPG Advisers, LLC | 339 | $9.35K | 0.01% | +7+2.1% | Added |
| Costello Asset Management, INC | 285 | $7.85K | 0.00% | +4+1.4% | Added |
| Princeton Global Asset Management LLC | 275 | $7.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 234 | $6.45K | 0.00% | +234 | New |
| Private Trust Co NA | 231 | $6.37K | 0.00% | −131−36.2% | Reduced |
| Rothschild Investment LLC | 215 | $5.93K | 0.00% | +60+38.7% | Added |
| Atlantic Trust, LLC | 202 | $5.57K | 0.00% | +202 | New |
| Capital Advisors, Ltd. LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 176 | $4.86K | 0.00% | −17−8.8% | Reduced |
| Signaturefd, LLC | 154 | $4.25K | 0.00% | +65+73.0% | Added |
| Pandora Wealth, Inc. | 117 | $3.23K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 115 | $3.17K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 109 | $3.01K | 0.00% | +64+142.2% | Added |
| Farmers & Merchants Investments Inc | 98 | $2.70K | 0.00% | +4+4.3% | Added |
| Boyd Watterson Asset Management LLC | 95 | $2.62K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 81 | $2.23K | 0.00% | +81 | New |
| PFS Partners, LLC | 80 | $2.21K | 0.00% | +80 | New |
| Bartlett & Co. Wealth Management LLC | 73 | $2.04K | 0.00% | +73 | New |
| 1 North Wealth Services LLC | 70 | $1.93K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $1.71K | 0.00% | −54−46.6% | Reduced |
| UMA Financial Services, Inc. | 59 | $1.63K | 0.00% | +59 | New |
| Assetmark, Inc | 59 | $1.63K | 0.00% | +59 | New |
| Elequin Capital LP | 56 | $1.54K | 0.00% | +56 | New |
| MAI Capital Management | 46 | $1.27K | 0.00% | −38−45.2% | Reduced |
| Kestra Investment Management, LLC | 39 | $1.06K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 38 | $1.05K | 0.00% | −32−45.7% | Reduced |
| Farther Finance Advisors, LLC | 37 | $1.02K | 0.00% | +9+32.1% | Added |
| Picton Mahoney Asset Management | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 62 | $1.00K | 0.00% | −1−1.6% | Reduced |
| First Horizon Advisors, Inc. | 31 | $855 | 0.00% | +31 | New |
| Stephens Consulting, LLC | 30 | $828 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 28 | $772 | 0.00% | +28 | New |
| True Wealth Design, LLC | 18 | $497 | 0.00% | +4+28.6% | Added |
| Optiver Holding B.V. | 9 | $248 | 0.00% | −78−89.7% | Reduced |
| LGT Financial Advisors LLC | 6 | $165 | 0.00% | +6 | New |