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, Q4 2025
Institutional positions in Copt Defense Properties as of Dec 31, 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
- 307
- +2 vs. Q3 2025
- Shares held
- 123.2M
- +1.79M (+1.5%) vs. Q3 2025
- Total value
- $3.43B
- −$101.3M (−2.9%) vs. Q3 2025
- New holders
- 31
- 108 more added
- Sold out
- 29
- 127 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Copt Defense Properties; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −1,568−99.6% | Reduced |
| Basecamp Wealth Advisors LLC | 1 | $28 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 3 | $78 | 0.00% | +1+50.0% | Added |
| Godfrey Financial Associates, Inc. | 3 | $83 | 0.00% | +3 | New |
| Private Wealth Management Group, LLC | 5 | $139 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $171 | 0.00% | +6 | New |
| Root Financial Partners, LLC | 9 | $250 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $365 | 0.00% | +13 | New |
| Huntington National Bank | 20 | $556 | 0.00% | −18−47.4% | Reduced |
| MAI Capital Management | 30 | $834 | 0.00% | −8−21.1% | Reduced |
| First Horizon Corp | 31 | $862 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 34 | $945 | 0.00% | +34 | New |
| First Command Advisory Services, Inc. | 39 | $1.08K | 0.00% | +39 | New |
| Massmutual Trust Co FSB | 51 | $1.42K | 0.00% | −11−17.7% | Reduced |
| True Wealth Design, LLC | 66 | $1.85K | 0.00% | +25+61.0% | Added |
| 1 North Wealth Services LLC | 70 | $1.95K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $2.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 80 | $2.22K | 0.00% | +25+45.5% | Added |
| Elequin Capital LP | 80 | $2.22K | 0.00% | +80 | New |
| PFS Partners, LLC | 82 | $2.27K | 0.00% | +1+1.2% | Added |
| Assetmark, Inc | 91 | $2.53K | 0.00% | +43+89.6% | Added |
| Boyd Watterson Asset Management LLC | 95 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 96 | $2.67K | 0.00% | +96 | New |
| Bell Investment Advisors, Inc | 100 | $2.78K | 0.00% | −76−43.2% | Reduced |
| Farmers & Merchants Investments Inc | 102 | $2.84K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 109 | $3.03K | 0.00% | +109 | New |
| Quent Capital, LLC | 136 | $3.78K | 0.00% | +69+103.0% | Added |
| Ameriflex Group, Inc. | 138 | $3.84K | 0.00% | −138−50.0% | Reduced |
| Manchester Capital Management LLC | 146 | $4.06K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 154 | $4.28K | 0.00% | −4−2.5% | Reduced |
| SageView Advisory Group, LLC | 155 | $4.31K | 0.00% | +155 | New |
| Ancora Advisors, LLC | 167 | $4.64K | 0.00% | +167 | New |
| SRS Capital Advisors, Inc. | 168 | $4.67K | 0.00% | −9,912−98.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 172 | $4.78K | 0.00% | +22+14.7% | Added |
| Kemnay Advisory Services Inc. | 174 | $4.84K | 0.00% | +174 | New |
| Capital Advisors, Ltd. LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 204 | $5.67K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 240 | $6.67K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 249 | $6.92K | 0.00% | +249 | New |
| Steigerwald, Gordon & Koch Inc. | 250 | $6.95K | 0.00% | +250 | New |
| Princeton Global Asset Management LLC | 275 | $7.64K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 291 | $8.09K | 0.00% | +3+1.0% | Added |
| Fourth Dimension Wealth, LLC | 400 | $11.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 419 | $11.6K | 0.00% | +419 | New |
| Bullock Wealth Management Group | 424 | $11.8K | 0.01% | +4+1.0% | Added |
| Atlantic Trust, LLC | 428 | $11.9K | 0.00% | +74+20.9% | Added |
| Activest Wealth Management | 467 | $13.0K | 0.00% | −36−7.2% | Reduced |
| Wolff Wiese Magana LLC | 467 | $13.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 452 | $13.0K | 0.00% | −8−1.7% | Reduced |
| Parkside Financial Bank & Trust | 579 | $16.1K | 0.00% | +51+9.7% | Added |
| IFP Advisors, Inc | 633 | $17.6K | 0.00% | +16+2.6% | Added |
| Brookfield Asset Management Inc. | 679 | $18.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 707 | $19.7K | 0.00% | +274+63.3% | Added |
| Clearstead Advisors, LLC | 732 | $20.4K | 0.00% | +22+3.1% | Added |
| Jones Financial Companies LLLP | 740 | $20.6K | 0.00% | +188+34.1% | Added |
| Versant Capital Management, Inc | 749 | $20.8K | 0.00% | −22−2.9% | Reduced |
| Umb Bank N A | 749 | $20.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 804 | $22.4K | 0.00% | +106+15.2% | Added |
| Bessemer Group Inc | 835 | $23.0K | 0.00% | +154+22.6% | Added |
| DV Trading LLC | 900 | $25.0K | 0.00% | +900 | New |
| Los Angeles Capital Management LLC | 1,006 | $27.5K | 0.00% | +1,006 | New |
| Simplex Trading, LLC | 1,149 | $31.9K | 0.00% | +898+357.8% | Added |
| Essential Partners LLC | 1,155 | $32.1K | 0.01% | +124+12.0% | Added |
| GWM Advisors LLC | 1,224 | $34.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,347 | $37.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,476 | $41.0K | 0.00% | −137−8.5% | Reduced |
| Heritage Wealth Advisors | 1,600 | $44.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,780 | $49.5K | 0.00% | −249−12.3% | Reduced |
| GF Fund Management Co. Ltd. | 1,877 | $52.2K | 0.00% | −9−0.5% | Reduced |
| GAMMA Investing LLC | 1,952 | $54.3K | 0.00% | −21−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,085 | $58.0K | 0.00% | +187+9.9% | Added |
| Optima Capital LLC | 2,250 | $62.5K | 0.03% | +2,250 | New |
| Horizon Investments, LLC | 2,575 | $71.6K | 0.00% | −39,914−93.9% | Reduced |
| Bryn Mawr Trust Co | 3,000 | $83.4K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,173 | $88.2K | 0.02% | +2,346+283.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,300 | $91.7K | 0.00% | +827+33.4% | Added |
| FIL Ltd | 3,311 | $92.0K | 0.00% | −1,712−34.1% | Reduced |
| KBC Group NV | 3,862 | $107.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,992 | $111.0K | 0.00% | +2,574+181.5% | Added |
| Rosenberg Matthew Hamilton | 4,000 | $111.2K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,622 | $128.5K | 0.00% | −13,050−73.8% | Reduced |
| The PNC Financial Services Group, Inc. | 4,787 | $133.1K | 0.00% | −2,378−33.2% | Reduced |
| Smartleaf Asset Management LLC | 5,633 | $159.4K | 0.01% | +1,120+24.8% | Added |
| Tower Research Capital LLC (TRC) | 5,895 | $163.9K | 0.00% | −5,715−49.2% | Reduced |
| Sterling Capital Management LLC | 6,633 | $184.4K | 0.00% | −1,262−16.0% | Reduced |
| Central Pacific Bank - Trust Division | 6,923 | $192.5K | 0.02% | −381−5.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,239 | $201.2K | 0.03% | −208−2.8% | Reduced |
| CIBC World Markets Corp | 7,544 | $209.7K | 0.00% | +7,544 | New |
| Atria Investments LLC | 7,565 | $210.3K | 0.00% | −1,952−20.5% | Reduced |
| Sivia Capital Partners, LLC | 7,843 | $218.0K | 0.04% | −560−6.7% | Reduced |
| Mackenzie Financial Corp | 7,785 | $219.8K | 0.00% | −5,525−41.5% | Reduced |
| CSS LLC | 8,147 | $226.5K | 0.01% | +8,147 | New |
| Securian Asset Management, Inc | 8,196 | $227.8K | 0.01% | −243−2.9% | Reduced |
| ZWJ Investment Counsel Inc | 8,376 | $232.9K | 0.01% | −538−6.0% | Reduced |
| EP Wealth Advisors, LLC | 8,433 | $234.4K | 0.00% | +8,433 | New |
| Moors & Cabot, Inc. | 8,526 | $237.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,649 | $240.4K | 0.01% | +1,185+15.9% | Added |
| Connable Office Inc | 8,682 | $241.4K | 0.02% | −543−5.9% | Reduced |
| Prudential Financial Inc | 8,916 | $247.9K | 0.00% | −38,139−81.1% | Reduced |