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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 11,541 | $353.2K | 0.01% | −197−1.7% | Reduced |
| Hantz Financial Services, Inc. | 10,052 | $308.0K | 0.00% | +766+8.2% | Added |
| Schonfeld Strategic Advisors LLC | 9,994 | $305.8K | 0.00% | +9,994 | New |
| Tower Research Capital LLC (TRC) | 9,721 | $297.5K | 0.01% | +3,826+64.9% | Added |
| Bokf, NA | 9,610 | $294.1K | 0.00% | +374+4.0% | Added |
| Public Employees Retirement Association of Colorado | 9,532 | $292.0K | 0.00% | 00.0% | Unchanged |
| Ar Asset Management Inc | 9,100 | $278.0K | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,005 | $275.6K | 0.00% | −70−0.8% | Reduced |
| DnB Asset Management AS | 8,999 | $275.4K | 0.00% | +8,999 | New |
| Stifel Financial Corp | 8,975 | $274.6K | 0.00% | −195−2.1% | Reduced |
| XTX Topco Ltd | 8,853 | $270.9K | 0.00% | −9,183−50.9% | Reduced |
| Quadrant Capital Group LLC | 8,649 | $264.7K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,500 | $260.1K | 0.01% | −26−0.3% | Reduced |
| ZWJ Investment Counsel Inc | 8,376 | $256.3K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,327 | $254.8K | 0.01% | +131+1.6% | Added |
| Sequoia Financial Advisors, LLC | 7,902 | $241.8K | 0.00% | +7,902 | New |
| Bailard, Inc. | 7,896 | $241.6K | 0.01% | −9,504−54.6% | Reduced |
| Vanderbilt University | 7,860 | $240.5K | 0.05% | +7,860 | New |
| Connable Office Inc | 7,427 | $227.3K | 0.02% | −1,255−14.5% | Reduced |
| HB Wealth Management, LLC | 7,404 | $226.6K | 0.00% | +7,404 | New |
| Ethic Inc. | 7,245 | $221.7K | 0.00% | +7,245 | New |
| EP Wealth Advisors, LLC | 7,075 | $216.5K | 0.00% | −1,358−16.1% | Reduced |
| CIBC Bancorp USA Inc. | 6,951 | $212.7K | 0.00% | +6,951 | New |
| Beverly Hills Private Wealth, LLC | 6,831 | $209.0K | 0.03% | −408−5.6% | Reduced |
| EntryPoint Capital, LLC | 6,714 | $205.4K | 0.06% | −6,890−50.6% | Reduced |
| Nisa Investment Advisors, LLC | 6,269 | $195.3K | 0.00% | −5,130−45.0% | Reduced |
| Central Pacific Bank - Trust Division | 6,293 | $192.6K | 0.02% | −630−9.1% | Reduced |
| Smartleaf Asset Management LLC | 5,979 | $184.9K | 0.01% | +346+6.1% | Added |
| Ensign Peak Advisors, Inc | 4,622 | $141.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,081 | $124.9K | 0.00% | −706−14.7% | Reduced |
| Rosenberg Matthew Hamilton | 4,000 | $122.4K | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 3,945 | $120.7K | 0.00% | +634+19.1% | Added |
| Toronto Dominion Bank | 3,909 | $119.6K | 0.00% | +3,909 | New |
| KBC Group NV | 3,862 | $118.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,810 | $116.6K | 0.00% | −2,823−42.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,588 | $109.8K | 0.00% | +1,808+101.6% | Added |
| Bryn Mawr Trust Co | 3,000 | $91.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,424 | $74.2K | 0.00% | +339+16.3% | Added |
| GAMMA Investing LLC | 2,382 | $72.9K | 0.00% | +430+22.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,332 | $71.4K | 0.00% | −968−29.3% | Reduced |
| US Bancorp | 2,301 | $70.4K | 0.00% | +825+55.9% | Added |
| GF Fund Management Co. Ltd. | 1,707 | $52.2K | 0.00% | −170−9.1% | Reduced |
| Heritage Wealth Advisors | 1,600 | $49.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,347 | $41.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,224 | $37.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,155 | $35.3K | 0.01% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 992 | $30.4K | 0.00% | +313+46.1% | Added |
| Parallel Advisors, LLC | 951 | $29.1K | 0.00% | +244+34.5% | Added |
| Kemnay Advisory Services Inc. | 935 | $28.6K | 0.00% | +761+437.4% | Added |
| RWM Asset Management, LLC | 890 | $27.2K | 0.00% | +890 | New |
| 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 |
| Umb Bank N A | 807 | $24.7K | 0.00% | +58+7.7% | Added |
| Harbor Capital Advisors, Inc. | 747 | $23.0K | 0.00% | +295+65.3% | Added |
| Bessemer Group Inc | 719 | $22.0K | 0.00% | −116−13.9% | Reduced |
| Optiver Holding B.V. | 637 | $19.5K | 0.00% | +637 | New |
| IFP Advisors, Inc | 630 | $19.3K | 0.00% | −3−0.5% | Reduced |
| Parkside Financial Bank & Trust | 579 | $17.7K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 530 | $16.4K | 0.01% | +530 | New |
| Los Angeles Capital Management LLC | 501 | $15.3K | 0.00% | −505−50.2% | Reduced |
| Valley National Advisers Inc | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 467 | $14.3K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 429 | $13.1K | 0.01% | +5+1.2% | Added |
| Atlantic Trust, LLC | 428 | $13.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 422 | $12.9K | 0.00% | +422 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 419 | $12.8K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 400 | $12.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 417 | $11.4K | 0.00% | +417 | New |
| Quantbot Technologies LP | 365 | $11.2K | 0.00% | −10,294−96.6% | Reduced |
| Activest Wealth Management | 359 | $11.0K | 0.00% | −108−23.1% | Reduced |
| Root Financial Partners, LLC | 343 | $10.5K | 0.00% | +334+3,711.1% | Added |
| Advisory Services Network, LLC | 341 | $10.4K | 0.00% | +341 | New |
| SRS Capital Advisors, Inc. | 325 | $10.3K | 0.00% | +157+93.5% | Added |
| Rossby Financial, LCC | 301 | $9.21K | 0.00% | +52+20.9% | Added |
| LRI Investments, LLC | 296 | $9.06K | 0.00% | +296 | New |
| Costello Asset Management, INC | 294 | $8.99K | 0.00% | +3+1.0% | Added |
| Princeton Global Asset Management LLC | 275 | $8.41K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 252 | $7.71K | 0.00% | +252 | New |
| Steigerwald, Gordon & Koch Inc. | 250 | $7.65K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 240 | $7.34K | 0.00% | −909−79.1% | Reduced |
| Sapience Investments, LLC | 223 | $6.82K | 0.88% | −15,811−98.6% | Reduced |
| Capital Advisors, Ltd. LLC | 186 | $6.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 173 | $5.29K | 0.00% | −31−15.2% | Reduced |
| Signaturefd, LLC | 169 | $5.17K | 0.00% | +15+9.7% | Added |
| MAI Capital Management | 162 | $4.96K | 0.00% | +132+440.0% | Added |
| Northwestern Mutual Wealth Management Co | 150 | $4.59K | 0.00% | −22−12.8% | Reduced |
| 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 |
| Quent Capital, LLC | 136 | $4.16K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 112 | $3.43K | 0.00% | +112 | New |
| Farmers & Merchants Investments Inc | 102 | $3.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $3.06K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 100 | $3.06K | 0.00% | +20+25.0% | Added |
| Boyd Watterson Asset Management LLC | 95 | $2.91K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 83 | $2.53K | 0.00% | +1+1.2% | Added |
| Assetmark, Inc | 77 | $2.36K | 0.00% | −14−15.4% | Reduced |
| Sachetta, LLC | 76 | $2.35K | 0.00% | +76 | New |
| 1 North Wealth Services LLC | 70 | $2.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $1.56K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 42 | $1.29K | 0.00% | +42 | New |