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 |
|---|---|---|---|---|---|
| JustInvest LLC | 14,396 | $418.3K | 0.00% | +1,621+12.7% | Added |
| Jackson Creek Investment Advisors LLC | 14,148 | $411.0K | 0.12% | +14,148 | New |
| Ronald Blue Trust, Inc. | 14,117 | $410.2K | 0.00% | +774+5.8% | Added |
| Pictet Asset Management Holding SA | 13,963 | $405.8K | 0.00% | −3,195−18.6% | Reduced |
| Mackenzie Financial Corp | 13,310 | $386.8K | 0.00% | +5,693+74.7% | Added |
| Arkadios Wealth Advisors | 12,672 | $368.2K | 0.01% | +540+4.5% | Added |
| M&T Bank Corp | 12,662 | $368.1K | 0.00% | −9,659−43.3% | Reduced |
| Captrust Financial Advisors | 12,341 | $358.6K | 0.00% | +723+6.2% | Added |
| CIBC Bancorp USA Inc. | 12,155 | $353.2K | 0.00% | +12,155 | New |
| Spirit of America Management Corp | 12,000 | $348.7K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,610 | $337.4K | 0.01% | −4,367−27.3% | Reduced |
| Bokf, NA | 11,313 | $328.8K | 0.00% | +48+0.4% | Added |
| Elo Mutual Pension Insurance Co | 11,212 | $325.8K | 0.01% | +11,212 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 10,798 | $313.8K | 0.00% | +10,798 | New |
| Susquehanna International Group, LLP | 10,732 | $311.9K | 0.00% | −131,995−92.5% | Reduced |
| SRS Capital Advisors, Inc. | 10,080 | $292.9K | 0.00% | +10,080 | New |
| State of Wyoming | 9,609 | $279.2K | 0.03% | −6,432−40.1% | Reduced |
| Public Employees Retirement Association of Colorado | 9,532 | $277.0K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 9,517 | $276.6K | 0.00% | −2,770−22.5% | Reduced |
| Stifel Financial Corp | 9,498 | $276.0K | 0.00% | +367+4.0% | Added |
| Connable Office Inc | 9,225 | $268.1K | 0.02% | 00.0% | Unchanged |
| Ar Asset Management Inc | 9,100 | $264.0K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,075 | $263.7K | 0.00% | +286+3.3% | Added |
| ZWJ Investment Counsel Inc | 8,914 | $259.0K | 0.01% | +646+7.8% | Added |
| Moors & Cabot, Inc. | 8,526 | $247.8K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,439 | $245.2K | 0.01% | −63−0.7% | Reduced |
| Sivia Capital Partners, LLC | 8,403 | $244.2K | 0.07% | +8,403 | New |
| Mariner, LLC | 8,166 | $237.3K | 0.00% | +8,166 | New |
| Sterling Capital Management LLC | 7,895 | $229.4K | 0.00% | −14,304−64.4% | Reduced |
| Sequoia Financial Advisors, LLC | 7,666 | $222.8K | 0.00% | +7,666 | New |
| Quadrant Capital Group LLC | 7,464 | $217.2K | 0.01% | +7,464 | New |
| Beverly Hills Private Wealth, LLC | 7,447 | $216.4K | 0.04% | −215−2.8% | Reduced |
| Central Pacific Bank - Trust Division | 7,304 | $212.3K | 0.03% | +1,016+16.2% | Added |
| Mercer Global Advisors Inc | 7,284 | $211.7K | 0.00% | +7,284 | New |
| The PNC Financial Services Group, Inc. | 7,165 | $208.2K | 0.00% | +2,177+43.6% | Added |
| Point72 (DIFC) Ltd | 5,258 | $152.8K | 0.01% | −1,356−20.5% | Reduced |
| FIL Ltd | 5,023 | $146.0K | 0.00% | +260+5.5% | Added |
| Hantz Financial Services, Inc. | 4,975 | $145.0K | 0.00% | +1,560+45.7% | Added |
| Smartleaf Asset Management LLC | 4,513 | $131.7K | 0.01% | −73−1.6% | Reduced |
| Rosenberg Matthew Hamilton | 4,000 | $116.2K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 3,862 | $112.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,153 | $91.7K | 0.00% | +3,153 | New |
| Bryn Mawr Trust Co | 3,000 | $87.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,473 | $71.9K | 0.00% | +135+5.8% | Added |
| Advisor Group Holdings, Inc. | 2,029 | $58.8K | 0.00% | −1,164−36.5% | Reduced |
| GAMMA Investing LLC | 1,973 | $57.3K | 0.00% | +469+31.2% | Added |
| EverSource Wealth Advisors, LLC | 1,898 | $55.2K | 0.00% | +213+12.6% | Added |
| GF Fund Management Co. Ltd. | 1,886 | $54.8K | 0.00% | −105−5.3% | Reduced |
| US Bancorp | 1,613 | $46.9K | 0.00% | −197−10.9% | Reduced |
| Heritage Wealth Advisors | 1,600 | $46.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,574 | $46.0K | 0.03% | −1,007−39.0% | Reduced |
| Global Retirement Partners, LLC | 1,418 | $41.2K | 0.00% | −151−9.6% | Reduced |
| Financial Consulate, Inc | 1,347 | $39.1K | 0.01% | +1,347 | New |
| Aster Capital Management (DIFC) Ltd | 1,225 | $35.6K | 0.02% | −1,828−59.9% | Reduced |
| GWM Advisors LLC | 1,224 | $35.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,031 | $30.0K | 0.01% | +597+137.6% | Added |
| Caitong International Asset Management Co., Ltd | 827 | $24.0K | 0.02% | +29+3.6% | Added |
| Versant Capital Management, Inc | 771 | $22.4K | 0.00% | +58+8.1% | Added |
| Umb Bank N A | 749 | $21.8K | 0.00% | +34+4.8% | Added |
| Optiver Holding B.V. | 713 | $20.7K | 0.00% | +704+7,822.2% | Added |
| Clearstead Advisors, LLC | 710 | $20.6K | 0.00% | −3,676−83.8% | Reduced |
| Rothschild Investment LLC | 698 | $20.3K | 0.00% | +483+224.7% | Added |
| Bessemer Group Inc | 681 | $20.0K | 0.00% | +51+8.1% | Added |
| Brookfield Asset Management Inc. | 679 | $19.7K | 0.00% | +679 | New |
| IFP Advisors, Inc | 617 | $17.9K | 0.00% | +55+9.8% | Added |
| Jones Financial Companies LLLP | 552 | $16.1K | 0.00% | +154+38.7% | Added |
| Parkside Financial Bank & Trust | 528 | $15.3K | 0.00% | +60+12.8% | Added |
| Rise Advisors, LLC | 522 | $15.2K | 0.01% | +6+1.2% | Added |
| Activest Wealth Management | 503 | $14.6K | 0.00% | +503 | New |
| Valley National Advisers Inc | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 467 | $13.6K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 460 | $13.0K | 0.00% | +10+2.2% | Added |
| Parallel Advisors, LLC | 433 | $12.6K | 0.00% | −38−8.1% | Reduced |
| Bullock Wealth Management Group | 420 | $12.3K | 0.01% | +5+1.2% | Added |
| Fourth Dimension Wealth, LLC | 400 | $11.6K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 368 | $10.7K | 0.00% | +368 | New |
| Atlantic Trust, LLC | 354 | $10.3K | 0.00% | +152+75.2% | Added |
| Costello Asset Management, INC | 288 | $8.36K | 0.00% | +3+1.1% | Added |
| Ameriflex Group, Inc. | 276 | $8.02K | 0.00% | +276 | New |
| Princeton Global Asset Management LLC | 275 | $7.99K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 252 | $7.32K | 0.00% | +252 | New |
| Simplex Trading, LLC | 251 | $7.00K | 0.00% | +251 | New |
| Private Trust Co NA | 240 | $6.97K | 0.00% | +9+3.9% | Added |
| WPG Advisers, LLC | 204 | $5.93K | 0.00% | −135−39.8% | Reduced |
| Bell Investment Advisors, Inc | 176 | $5.12K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 158 | $4.59K | 0.00% | +4+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 150 | $4.36K | 0.00% | +69+85.2% | Added |
| Manchester Capital Management LLC | 146 | $4.24K | 0.00% | +146 | New |
| Principal Securities, Inc. | 109 | $3.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 102 | $2.96K | 0.00% | +4+4.1% | Added |
| Boyd Watterson Asset Management LLC | 95 | $2.76K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 81 | $2.35K | 0.00% | +1+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 75 | $2.18K | 0.00% | −40−34.8% | Reduced |
| 1 North Wealth Services LLC | 70 | $2.03K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 67 | $1.95K | 0.00% | +67 | New |
| Massmutual Trust Co FSB | 62 | $1.80K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 59 | $1.72K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 55 | $1.60K | 0.00% | +18+48.6% | Added |
| Assetmark, Inc | 48 | $1.40K | 0.00% | −11−18.6% | Reduced |