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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 39 | $1.19K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 39 | $1.18K | 0.00% | +39 | New |
| Picton Mahoney Asset Management | 38 | $1.16K | 0.00% | −27,433−99.9% | Reduced |
| 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 |
| TD Capital Management LLC | 33 | $1.01K | 0.00% | +33 | New |
| True Wealth Design, LLC | 32 | $980 | 0.00% | −34−51.5% | Reduced |
| First Horizon Corp | 31 | $949 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $918 | 0.00% | −702−95.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 28 | $857 | 0.00% | −3,145−99.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 23 | $704 | 0.00% | +23 | New |
| Huntington National Bank | 20 | $612 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $401 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $275 | 0.00% | −231−96.3% | Reduced |
| Atlantic Union Bankshares Corp | 9 | $275 | 0.00% | +9 | New |
| Silicon Valley Capital Partners | 8 | $245 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 6 | $188 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6 | $184 | 0.00% | +6 | New |
| Private Wealth Management Group, LLC | 5 | $153 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $92 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $87 | 0.00% | −1−33.3% | Reduced |
| Basecamp Wealth Advisors LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −627,800−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −289,180−100.0% | Sold out |
| Lasalle Investment Management Securities LLC | 0 | $0 | 0.00% | −185,258−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −177,993−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −172,793−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −128,512−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −92,748−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −79,466−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −65,720−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −43,484−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −39,474−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −33,050−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −21,304−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −18,602−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −13,949−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,880−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,271−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −8,147−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −7,785−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −7,843−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −7,565−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Bravera Wealth | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |