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 2025
Institutional positions in Copt Defense Properties as of Sep 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
- 309
- +9 vs. Q2 2025
- Shares held
- 121.6M
- +2.25M (+1.9%) vs. Q2 2025
- Total value
- $3.53B
- +$242.0M (+7.4%) vs. Q2 2025
- New holders
- 42
- 124 more added
- Sold out
- 33
- 108 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Copt Defense Properties; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $146 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8 | $232 | 0.00% | +8 | New |
| Root Financial Partners, LLC | 9 | $262 | 0.00% | +9 | New |
| First Horizon Corp | 31 | $901 | 0.00% | +31 | New |
| Hemington Wealth Management | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 38 | $1.10K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 38 | $1.10K | 0.00% | −8−17.4% | Reduced |
| True Wealth Design, LLC | 41 | $1.21K | 0.00% | +23+127.8% | Added |
| Assetmark, Inc | 48 | $1.40K | 0.00% | −11−18.6% | Reduced |
| Farther Finance Advisors, LLC | 55 | $1.60K | 0.00% | +18+48.6% | Added |
| UMA Financial Services, Inc. | 59 | $1.72K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $1.80K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 67 | $1.95K | 0.00% | +67 | New |
| 1 North Wealth Services LLC | 70 | $2.03K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $2.18K | 0.00% | −40−34.8% | Reduced |
| PFS Partners, LLC | 81 | $2.35K | 0.00% | +1+1.3% | Added |
| Boyd Watterson Asset Management LLC | 95 | $2.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 102 | $2.96K | 0.00% | +4+4.1% | Added |
| Principal Securities, Inc. | 109 | $3.17K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 146 | $4.24K | 0.00% | +146 | New |
| Northwestern Mutual Wealth Management Co | 150 | $4.36K | 0.00% | +69+85.2% | Added |
| Signaturefd, LLC | 158 | $4.59K | 0.00% | +4+2.6% | Added |
| Capital Advisors, Ltd. LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 176 | $5.12K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 204 | $5.93K | 0.00% | −135−39.8% | Reduced |
| Private Trust Co NA | 240 | $6.97K | 0.00% | +9+3.9% | Added |
| Simplex Trading, LLC | 251 | $7.00K | 0.00% | +251 | New |
| Mather Group, LLC. | 252 | $7.32K | 0.00% | +252 | New |
| Princeton Global Asset Management LLC | 275 | $7.99K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 276 | $8.02K | 0.00% | +276 | New |
| Costello Asset Management, INC | 288 | $8.36K | 0.00% | +3+1.1% | Added |
| Atlantic Trust, LLC | 354 | $10.3K | 0.00% | +152+75.2% | Added |
| Wealthspire Advisors, LLC | 368 | $10.7K | 0.00% | +368 | New |
| Fourth Dimension Wealth, LLC | 400 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 420 | $12.3K | 0.01% | +5+1.2% | Added |
| Parallel Advisors, LLC | 433 | $12.6K | 0.00% | −38−8.1% | Reduced |
| Harbor Capital Advisors, Inc. | 460 | $13.0K | 0.00% | +10+2.2% | Added |
| Wolff Wiese Magana LLC | 467 | $13.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 503 | $14.6K | 0.00% | +503 | New |
| Rise Advisors, LLC | 522 | $15.2K | 0.01% | +6+1.2% | Added |
| Parkside Financial Bank & Trust | 528 | $15.3K | 0.00% | +60+12.8% | Added |
| Jones Financial Companies LLLP | 552 | $16.1K | 0.00% | +154+38.7% | Added |
| IFP Advisors, Inc | 617 | $17.9K | 0.00% | +55+9.8% | Added |
| Brookfield Asset Management Inc. | 679 | $19.7K | 0.00% | +679 | New |
| Bessemer Group Inc | 681 | $20.0K | 0.00% | +51+8.1% | Added |
| Rothschild Investment LLC | 698 | $20.3K | 0.00% | +483+224.7% | Added |
| Clearstead Advisors, LLC | 710 | $20.6K | 0.00% | −3,676−83.8% | Reduced |
| Optiver Holding B.V. | 713 | $20.7K | 0.00% | +704+7,822.2% | Added |
| Umb Bank N A | 749 | $21.8K | 0.00% | +34+4.8% | Added |
| Versant Capital Management, Inc | 771 | $22.4K | 0.00% | +58+8.1% | Added |
| Caitong International Asset Management Co., Ltd | 827 | $24.0K | 0.02% | +29+3.6% | Added |
| Essential Partners LLC | 1,031 | $30.0K | 0.01% | +597+137.6% | Added |
| GWM Advisors LLC | 1,224 | $35.6K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,225 | $35.6K | 0.02% | −1,828−59.9% | Reduced |
| Financial Consulate, Inc | 1,347 | $39.1K | 0.01% | +1,347 | New |
| Global Retirement Partners, LLC | 1,418 | $41.2K | 0.00% | −151−9.6% | Reduced |
| Covestor Ltd | 1,574 | $46.0K | 0.03% | −1,007−39.0% | Reduced |
| Heritage Wealth Advisors | 1,600 | $46.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,613 | $46.9K | 0.00% | −197−10.9% | Reduced |
| GF Fund Management Co. Ltd. | 1,886 | $54.8K | 0.00% | −105−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,898 | $55.2K | 0.00% | +213+12.6% | Added |
| GAMMA Investing LLC | 1,973 | $57.3K | 0.00% | +469+31.2% | Added |
| Advisor Group Holdings, Inc. | 2,029 | $58.8K | 0.00% | −1,164−36.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,473 | $71.9K | 0.00% | +135+5.8% | Added |
| Bryn Mawr Trust Co | 3,000 | $87.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,153 | $91.7K | 0.00% | +3,153 | New |
| KBC Group NV | 3,862 | $112.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,000 | $116.2K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,513 | $131.7K | 0.01% | −73−1.6% | Reduced |
| Hantz Financial Services, Inc. | 4,975 | $145.0K | 0.00% | +1,560+45.7% | Added |
| FIL Ltd | 5,023 | $146.0K | 0.00% | +260+5.5% | Added |
| Point72 (DIFC) Ltd | 5,258 | $152.8K | 0.01% | −1,356−20.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,165 | $208.2K | 0.00% | +2,177+43.6% | Added |
| Mercer Global Advisors Inc | 7,284 | $211.7K | 0.00% | +7,284 | New |
| Central Pacific Bank - Trust Division | 7,304 | $212.3K | 0.03% | +1,016+16.2% | Added |
| Beverly Hills Private Wealth, LLC | 7,447 | $216.4K | 0.04% | −215−2.8% | Reduced |
| Quadrant Capital Group LLC | 7,464 | $217.2K | 0.01% | +7,464 | New |
| Sequoia Financial Advisors, LLC | 7,666 | $222.8K | 0.00% | +7,666 | New |
| Sterling Capital Management LLC | 7,895 | $229.4K | 0.00% | −14,304−64.4% | Reduced |
| Mariner, LLC | 8,166 | $237.3K | 0.00% | +8,166 | New |
| Sivia Capital Partners, LLC | 8,403 | $244.2K | 0.07% | +8,403 | New |
| Securian Asset Management, Inc | 8,439 | $245.2K | 0.01% | −63−0.7% | Reduced |
| Moors & Cabot, Inc. | 8,526 | $247.8K | 0.01% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 8,914 | $259.0K | 0.01% | +646+7.8% | Added |
| Crossmark Global Holdings, Inc. | 9,075 | $263.7K | 0.00% | +286+3.3% | Added |
| Ar Asset Management Inc | 9,100 | $264.0K | 0.06% | 00.0% | Unchanged |
| Connable Office Inc | 9,225 | $268.1K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 9,498 | $276.0K | 0.00% | +367+4.0% | Added |
| Atria Investments LLC | 9,517 | $276.6K | 0.00% | −2,770−22.5% | Reduced |
| Public Employees Retirement Association of Colorado | 9,532 | $277.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 9,609 | $279.2K | 0.03% | −6,432−40.1% | Reduced |
| SRS Capital Advisors, Inc. | 10,080 | $292.9K | 0.00% | +10,080 | New |
| Susquehanna International Group, LLP | 10,732 | $311.9K | 0.00% | −131,995−92.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,798 | $313.8K | 0.00% | +10,798 | New |
| Elo Mutual Pension Insurance Co | 11,212 | $325.8K | 0.01% | +11,212 | New |
| Bokf, NA | 11,313 | $328.8K | 0.00% | +48+0.4% | Added |
| Tower Research Capital LLC (TRC) | 11,610 | $337.4K | 0.01% | −4,367−27.3% | Reduced |
| Spirit of America Management Corp | 12,000 | $348.7K | 0.07% | 00.0% | Unchanged |