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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 9,830 | $273.3K | 0.00% | −35,243−78.2% | Reduced |
| Public Employees Retirement Association of Colorado | 9,532 | $265.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9,286 | $258.0K | 0.00% | +4,311+86.7% | Added |
| Bokf, NA | 9,236 | $256.8K | 0.00% | −2,077−18.4% | Reduced |
| Stifel Financial Corp | 9,170 | $254.9K | 0.00% | −328−3.5% | Reduced |
| Ar Asset Management Inc | 9,100 | $253.0K | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,075 | $252.3K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,916 | $247.9K | 0.00% | −38,139−81.1% | Reduced |
| Connable Office Inc | 8,682 | $241.4K | 0.02% | −543−5.9% | Reduced |
| Quadrant Capital Group LLC | 8,649 | $240.4K | 0.01% | +1,185+15.9% | Added |
| Moors & Cabot, Inc. | 8,526 | $237.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,433 | $234.4K | 0.00% | +8,433 | New |
| ZWJ Investment Counsel Inc | 8,376 | $232.9K | 0.01% | −538−6.0% | Reduced |
| Securian Asset Management, Inc | 8,196 | $227.8K | 0.01% | −243−2.9% | Reduced |
| CSS LLC | 8,147 | $226.5K | 0.01% | +8,147 | New |
| Mackenzie Financial Corp | 7,785 | $219.8K | 0.00% | −5,525−41.5% | Reduced |
| Sivia Capital Partners, LLC | 7,843 | $218.0K | 0.04% | −560−6.7% | Reduced |
| Atria Investments LLC | 7,565 | $210.3K | 0.00% | −1,952−20.5% | Reduced |
| CIBC World Markets Corp | 7,544 | $209.7K | 0.00% | +7,544 | New |
| Beverly Hills Private Wealth, LLC | 7,239 | $201.2K | 0.03% | −208−2.8% | Reduced |
| Central Pacific Bank - Trust Division | 6,923 | $192.5K | 0.02% | −381−5.2% | Reduced |
| Sterling Capital Management LLC | 6,633 | $184.4K | 0.00% | −1,262−16.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,895 | $163.9K | 0.00% | −5,715−49.2% | Reduced |
| Smartleaf Asset Management LLC | 5,633 | $159.4K | 0.01% | +1,120+24.8% | Added |
| The PNC Financial Services Group, Inc. | 4,787 | $133.1K | 0.00% | −2,378−33.2% | Reduced |
| Ensign Peak Advisors, Inc | 4,622 | $128.5K | 0.00% | −13,050−73.8% | Reduced |
| Rosenberg Matthew Hamilton | 4,000 | $111.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,992 | $111.0K | 0.00% | +2,574+181.5% | Added |
| KBC Group NV | 3,862 | $107.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 3,311 | $92.0K | 0.00% | −1,712−34.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,300 | $91.7K | 0.00% | +827+33.4% | Added |
| Caitong International Asset Management Co., Ltd | 3,173 | $88.2K | 0.02% | +2,346+283.7% | Added |
| Bryn Mawr Trust Co | 3,000 | $83.4K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,575 | $71.6K | 0.00% | −39,914−93.9% | Reduced |
| Optima Capital LLC | 2,250 | $62.5K | 0.03% | +2,250 | New |
| EverSource Wealth Advisors, LLC | 2,085 | $58.0K | 0.00% | +187+9.9% | Added |
| GAMMA Investing LLC | 1,952 | $54.3K | 0.00% | −21−1.1% | Reduced |
| GF Fund Management Co. Ltd. | 1,877 | $52.2K | 0.00% | −9−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,780 | $49.5K | 0.00% | −249−12.3% | Reduced |
| Heritage Wealth Advisors | 1,600 | $44.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,476 | $41.0K | 0.00% | −137−8.5% | Reduced |
| Financial Consulate, Inc | 1,347 | $37.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,224 | $34.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,155 | $32.1K | 0.01% | +124+12.0% | Added |
| Simplex Trading, LLC | 1,149 | $31.9K | 0.00% | +898+357.8% | Added |
| Los Angeles Capital Management LLC | 1,006 | $27.5K | 0.00% | +1,006 | New |
| DV Trading LLC | 900 | $25.0K | 0.00% | +900 | New |
| Bessemer Group Inc | 835 | $23.0K | 0.00% | +154+22.6% | Added |
| Rothschild Investment LLC | 804 | $22.4K | 0.00% | +106+15.2% | 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 |
| Jones Financial Companies LLLP | 740 | $20.6K | 0.00% | +188+34.1% | Added |
| Clearstead Advisors, LLC | 732 | $20.4K | 0.00% | +22+3.1% | Added |
| Parallel Advisors, LLC | 707 | $19.7K | 0.00% | +274+63.3% | Added |
| Brookfield Asset Management Inc. | 679 | $18.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 633 | $17.6K | 0.00% | +16+2.6% | Added |
| Parkside Financial Bank & Trust | 579 | $16.1K | 0.00% | +51+9.7% | Added |
| 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 |
| Activest Wealth Management | 467 | $13.0K | 0.00% | −36−7.2% | Reduced |
| Wolff Wiese Magana LLC | 467 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 428 | $11.9K | 0.00% | +74+20.9% | Added |
| Bullock Wealth Management Group | 424 | $11.8K | 0.01% | +4+1.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 419 | $11.6K | 0.00% | +419 | New |
| Fourth Dimension Wealth, LLC | 400 | $11.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 291 | $8.09K | 0.00% | +3+1.0% | Added |
| Princeton Global Asset Management LLC | 275 | $7.64K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 250 | $6.95K | 0.00% | +250 | New |
| Rossby Financial, LCC | 249 | $6.92K | 0.00% | +249 | New |
| Private Trust Co NA | 240 | $6.67K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 204 | $5.67K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 174 | $4.84K | 0.00% | +174 | New |
| Northwestern Mutual Wealth Management Co | 172 | $4.78K | 0.00% | +22+14.7% | Added |
| SRS Capital Advisors, Inc. | 168 | $4.67K | 0.00% | −9,912−98.3% | Reduced |
| Ancora Advisors, LLC | 167 | $4.64K | 0.00% | +167 | New |
| SageView Advisory Group, LLC | 155 | $4.31K | 0.00% | +155 | New |
| Signaturefd, LLC | 154 | $4.28K | 0.00% | −4−2.5% | Reduced |
| Manchester Capital Management LLC | 146 | $4.06K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 138 | $3.84K | 0.00% | −138−50.0% | Reduced |
| Quent Capital, LLC | 136 | $3.78K | 0.00% | +69+103.0% | Added |
| CIBC Private Wealth Group, LLC | 109 | $3.03K | 0.00% | +109 | New |
| Farmers & Merchants Investments Inc | 102 | $2.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $2.78K | 0.00% | −76−43.2% | Reduced |
| Bravera Wealth | 96 | $2.67K | 0.00% | +96 | New |
| Boyd Watterson Asset Management LLC | 95 | $2.64K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 91 | $2.53K | 0.00% | +43+89.6% | Added |
| PFS Partners, LLC | 82 | $2.27K | 0.00% | +1+1.2% | Added |
| Farther Finance Advisors, LLC | 80 | $2.22K | 0.00% | +25+45.5% | Added |
| Elequin Capital LP | 80 | $2.22K | 0.00% | +80 | New |
| Steward Partners Investment Advisory, LLC | 75 | $2.08K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 70 | $1.95K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 66 | $1.85K | 0.00% | +25+61.0% | Added |
| Massmutual Trust Co FSB | 51 | $1.42K | 0.00% | −11−17.7% | Reduced |
| First Command Advisory Services, Inc. | 39 | $1.08K | 0.00% | +39 | New |
| Keating Financial Advisory Services, Inc. | 34 | $945 | 0.00% | +34 | New |
| First Horizon Corp | 31 | $862 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 30 | $834 | 0.00% | −8−21.1% | Reduced |
| Huntington National Bank | 20 | $556 | 0.00% | −18−47.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 13 | $365 | 0.00% | +13 | New |