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, Q1 2026
Institutional positions in Copt Defense Properties as of Mar 31, 2026. 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
- 323
- +21 vs. Q4 2025
- Shares held
- 127.4M
- +22.8M (+21.8%) vs. Q4 2025
- Total value
- $3.88B
- +$966.7M (+33.2%) vs. Q4 2025
- New holders
- 48
- 111 more added
- Sold out
- 27
- 111 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Copt Defense Properties; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $87 | 0.00% | −1−33.3% | Reduced |
| Godfrey Financial Associates, Inc. | 3 | $92 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $153 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6 | $184 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $188 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 8 | $245 | 0.00% | +8 | New |
| Private Trust Co NA | 9 | $275 | 0.00% | −231−96.3% | Reduced |
| Atlantic Union Bankshares Corp | 9 | $275 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 13 | $401 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 20 | $612 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 23 | $704 | 0.00% | +23 | New |
| Caitong International Asset Management Co., Ltd | 28 | $857 | 0.00% | −3,145−99.1% | Reduced |
| Clearstead Advisors, LLC | 30 | $918 | 0.00% | −702−95.9% | Reduced |
| First Horizon Corp | 31 | $949 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $980 | 0.00% | −34−51.5% | Reduced |
| TD Capital Management LLC | 33 | $1.01K | 0.00% | +33 | New |
| Elequin Capital LP | 34 | $1.04K | 0.00% | −46−57.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 34 | $1.04K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 38 | $1.16K | 0.00% | −27,433−99.9% | Reduced |
| Spire Wealth Management | 39 | $1.18K | 0.00% | +39 | New |
| First Command Advisory Services, Inc. | 39 | $1.19K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 42 | $1.29K | 0.00% | +42 | New |
| Massmutual Trust Co FSB | 51 | $1.56K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 70 | $2.14K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 76 | $2.35K | 0.00% | +76 | New |
| Assetmark, Inc | 77 | $2.36K | 0.00% | −14−15.4% | Reduced |
| PFS Partners, LLC | 83 | $2.53K | 0.00% | +1+1.2% | Added |
| Boyd Watterson Asset Management LLC | 95 | $2.91K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 100 | $3.06K | 0.00% | +20+25.0% | Added |
| Bell Investment Advisors, Inc | 100 | $3.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 102 | $3.12K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 112 | $3.43K | 0.00% | +112 | New |
| Quent Capital, LLC | 136 | $4.16K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 146 | $4.47K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 146 | $4.47K | 0.00% | +71+94.7% | Added |
| Northwestern Mutual Wealth Management Co | 150 | $4.59K | 0.00% | −22−12.8% | Reduced |
| MAI Capital Management | 162 | $4.96K | 0.00% | +132+440.0% | Added |
| Signaturefd, LLC | 169 | $5.17K | 0.00% | +15+9.7% | Added |
| WPG Advisers, LLC | 173 | $5.29K | 0.00% | −31−15.2% | Reduced |
| Capital Advisors, Ltd. LLC | 186 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 223 | $6.82K | 0.88% | −15,811−98.6% | Reduced |
| Simplex Trading, LLC | 240 | $7.34K | 0.00% | −909−79.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 250 | $7.65K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 252 | $7.71K | 0.00% | +252 | New |
| Princeton Global Asset Management LLC | 275 | $8.41K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 294 | $8.99K | 0.00% | +3+1.0% | Added |
| LRI Investments, LLC | 296 | $9.06K | 0.00% | +296 | New |
| Rossby Financial, LCC | 301 | $9.21K | 0.00% | +52+20.9% | Added |
| SRS Capital Advisors, Inc. | 325 | $10.3K | 0.00% | +157+93.5% | Added |
| Advisory Services Network, LLC | 341 | $10.4K | 0.00% | +341 | New |
| Root Financial Partners, LLC | 343 | $10.5K | 0.00% | +334+3,711.1% | Added |
| Activest Wealth Management | 359 | $11.0K | 0.00% | −108−23.1% | Reduced |
| Quantbot Technologies LP | 365 | $11.2K | 0.00% | −10,294−96.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 417 | $11.4K | 0.00% | +417 | New |
| Fourth Dimension Wealth, LLC | 400 | $12.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 419 | $12.8K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 422 | $12.9K | 0.00% | +422 | New |
| Atlantic Trust, LLC | 428 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 429 | $13.1K | 0.01% | +5+1.2% | Added |
| Wolff Wiese Magana LLC | 467 | $14.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 501 | $15.3K | 0.00% | −505−50.2% | Reduced |
| Innovative Asset Advisors Group, LLC | 530 | $16.4K | 0.01% | +530 | New |
| Parkside Financial Bank & Trust | 579 | $17.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 630 | $19.3K | 0.00% | −3−0.5% | Reduced |
| Optiver Holding B.V. | 637 | $19.5K | 0.00% | +637 | New |
| Bessemer Group Inc | 719 | $22.0K | 0.00% | −116−13.9% | Reduced |
| Harbor Capital Advisors, Inc. | 747 | $23.0K | 0.00% | +295+65.3% | Added |
| Umb Bank N A | 807 | $24.7K | 0.00% | +58+7.7% | Added |
| Rothschild Investment LLC | 835 | $25.6K | 0.00% | +31+3.9% | Added |
| Versant Capital Management, Inc | 835 | $25.6K | 0.00% | +86+11.5% | Added |
| RWM Asset Management, LLC | 890 | $27.2K | 0.00% | +890 | New |
| Kemnay Advisory Services Inc. | 935 | $28.6K | 0.00% | +761+437.4% | Added |
| Parallel Advisors, LLC | 951 | $29.1K | 0.00% | +244+34.5% | Added |
| Brookfield Asset Management Inc. | 992 | $30.4K | 0.00% | +313+46.1% | Added |
| Essential Partners LLC | 1,155 | $35.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,224 | $37.5K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,347 | $41.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,600 | $49.0K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,707 | $52.2K | 0.00% | −170−9.1% | Reduced |
| US Bancorp | 2,301 | $70.4K | 0.00% | +825+55.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,332 | $71.4K | 0.00% | −968−29.3% | Reduced |
| GAMMA Investing LLC | 2,382 | $72.9K | 0.00% | +430+22.0% | Added |
| EverSource Wealth Advisors, LLC | 2,424 | $74.2K | 0.00% | +339+16.3% | Added |
| Bryn Mawr Trust Co | 3,000 | $91.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,588 | $109.8K | 0.00% | +1,808+101.6% | Added |
| Sterling Capital Management LLC | 3,810 | $116.6K | 0.00% | −2,823−42.6% | Reduced |
| KBC Group NV | 3,862 | $118.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3,909 | $119.6K | 0.00% | +3,909 | New |
| FIL Ltd | 3,945 | $120.7K | 0.00% | +634+19.1% | Added |
| Rosenberg Matthew Hamilton | 4,000 | $122.4K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,081 | $124.9K | 0.00% | −706−14.7% | Reduced |
| Ensign Peak Advisors, Inc | 4,622 | $141.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,979 | $184.9K | 0.01% | +346+6.1% | Added |
| Central Pacific Bank - Trust Division | 6,293 | $192.6K | 0.02% | −630−9.1% | Reduced |
| Nisa Investment Advisors, LLC | 6,269 | $195.3K | 0.00% | −5,130−45.0% | Reduced |
| EntryPoint Capital, LLC | 6,714 | $205.4K | 0.06% | −6,890−50.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,831 | $209.0K | 0.03% | −408−5.6% | Reduced |