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, Q2 2026
Institutional positions in Copt Defense Properties as of Jun 30, 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
- 327
- +8 vs. Q1 2026
- Shares held
- 127.9M
- +612.1K (+0.5%) vs. Q1 2026
- Total value
- $4.61B
- +$732.7M (+18.9%) vs. Q1 2026
- New holders
- 38
- 115 more added
- Sold out
- 30
- 109 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $2.81B |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Copt Defense Properties; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Basecamp Wealth Advisors LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2 | $73 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $109 | 0.00% | −25−89.3% | Reduced |
| Godfrey Financial Associates, Inc. | 3 | $109 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $182 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6 | $218 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $223 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 8 | $294 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $328 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $477 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 18 | $660 | 0.00% | +18 | New |
| Bare Financial Services, Inc | 19 | $691 | 0.00% | +19 | New |
| Huntington National Bank | 20 | $728 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $765 | 0.00% | +21 | New |
| Sachetta, LLC | 21 | $770 | 0.00% | −55−72.4% | Reduced |
| Silver Grove Financial Group, Inc. | 22 | $801 | 0.00% | +22 | New |
| CoreCap Advisors, LLC | 23 | $832 | 0.00% | +21+1,050.0% | Added |
| Larson Financial Group LLC | 24 | $873 | 0.00% | +24 | New |
| Continuum Advisory, LLC | 24 | $873 | 0.00% | +24 | New |
| Covestor Ltd | 23 | $1.00K | 0.00% | +17+283.3% | Added |
| TD Capital Management LLC | 33 | $1.21K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 34 | $1.24K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 39 | $1.42K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 43 | $1.56K | 0.00% | +43 | New |
| Massmutual Trust Co FSB | 51 | $1.86K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 61 | $2.18K | 0.00% | +61 | New |
| Elequin Capital LP | 67 | $2.44K | 0.00% | +33+97.1% | Added |
| 1 North Wealth Services LLC | 70 | $2.55K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 77 | $2.80K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 83 | $3.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 92 | $3.35K | 0.00% | −10−9.8% | Reduced |
| Boyd Watterson Asset Management LLC | 95 | $3.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $3.64K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 108 | $3.93K | 0.00% | −42−28.0% | Reduced |
| LifeSteps Financial, Inc. | 110 | $4.00K | 0.00% | +110 | New |
| McCarthy Grittinger Financial Group, LLC | 112 | $4.08K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 126 | $4.58K | 0.00% | +95+306.5% | Added |
| Quent Capital, LLC | 136 | $4.95K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 149 | $5.42K | 0.00% | +119+396.7% | Added |
| Picton Mahoney Asset Management | 152 | $5.53K | 0.00% | +114+300.0% | Added |
| Manchester Capital Management LLC | 157 | $5.71K | 0.00% | +11+7.5% | Added |
| Farther Finance Advisors, LLC | 162 | $5.90K | 0.00% | +62+62.0% | Added |
| Signaturefd, LLC | 169 | $6.15K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 179 | $6.51K | 0.00% | +6+3.5% | Added |
| Capital Advisors, Ltd. LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 201 | $7.31K | 0.00% | +201 | New |
| Steigerwald, Gordon & Koch Inc. | 250 | $9.10K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 251 | $9.13K | 0.00% | −50−16.6% | Reduced |
| Mather Group, LLC. | 252 | $9.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 254 | $9.24K | 0.00% | +222+693.8% | Added |
| Optiver Holding B.V. | 257 | $9.35K | 0.00% | −380−59.7% | Reduced |
| Princeton Global Asset Management LLC | 275 | $10.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 296 | $10.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 297 | $10.8K | 0.00% | +3+1.0% | Added |
| Fourth Dimension Wealth, LLC | 400 | $14.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 419 | $15.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 422 | $15.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 428 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 433 | $15.9K | 0.01% | +4+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 466 | $17.0K | 0.00% | −1,866−80.0% | Reduced |
| Wolff Wiese Magana LLC | 467 | $17.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 499 | $18.2K | 0.00% | +499 | New |
| Valley National Advisers Inc | 500 | $18.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 533 | $19.4K | 0.00% | +387+265.1% | Added |
| Parkside Financial Bank & Trust | 579 | $21.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 665 | $24.2K | 0.00% | +35+5.6% | Added |
| Harbor Capital Advisors, Inc. | 712 | $26.0K | 0.00% | −35−4.7% | Reduced |
| Kemnay Advisory Services Inc. | 819 | $29.8K | 0.00% | −116−12.4% | Reduced |
| Versant Capital Management, Inc | 835 | $30.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 856 | $32.0K | 0.00% | +137+19.1% | Added |
| Rothschild Investment LLC | 904 | $32.9K | 0.00% | +69+8.3% | Added |
| Brookfield Asset Management Inc. | 992 | $36.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 992 | $36.1K | 0.00% | +41+4.3% | Added |
| Essential Partners LLC | 1,199 | $43.6K | 0.02% | +44+3.8% | Added |
| GWM Advisors LLC | 1,224 | $44.5K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,347 | $49.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,461 | $53.2K | 0.00% | −963−39.7% | Reduced |
| GF Fund Management Co. Ltd. | 1,532 | $55.7K | 0.00% | −175−10.3% | Reduced |
| Heritage Wealth Advisors | 1,600 | $58.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,672 | $60.8K | 0.06% | +1,672 | New |
| Nikko Asset Management Americas, Inc. | 2,058 | $74.9K | 0.00% | +2,058 | New |
| Nykredit A/S | 2,098 | $76.3K | 0.00% | +2,098 | New |
| Nisa Investment Advisors, LLC | 2,081 | $76.4K | 0.00% | −4,188−66.8% | Reduced |
| US Bancorp | 2,142 | $77.9K | 0.00% | −159−6.9% | Reduced |
| Sterling Capital Management LLC | 2,342 | $85.2K | 0.00% | −1,468−38.5% | Reduced |
| GAMMA Investing LLC | 2,880 | $104.8K | 0.00% | +498+20.9% | Added |
| Bryn Mawr Trust Co | 3,000 | $109.2K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 3,803 | $138.4K | 0.00% | −142−3.6% | Reduced |
| Global Retirement Partners, LLC | 3,831 | $139.4K | 0.00% | +3,831 | New |
| KBC Group NV | 3,862 | $141.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,000 | $145.6K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,786 | $174.2K | 0.00% | +1,198+33.4% | Added |
| Quantbot Technologies LP | 5,101 | $185.6K | 0.01% | +4,736+1,297.5% | Added |
| Fiduciary Financial Group, LLC | 5,917 | $215.3K | 0.02% | +5,917 | New |
| Great Lakes Advisors, LLC | 5,976 | $217.5K | 0.00% | +5,976 | New |
| Smartleaf Asset Management LLC | 5,979 | $219.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,024 | $219.2K | 0.00% | +1,943+47.6% | Added |
| Ethic Inc. | 6,113 | $222.5K | 0.00% | −1,132−15.6% | Reduced |
| Winton Group Ltd | 6,200 | $225.6K | 0.01% | −5,616−47.5% | Reduced |
| Central Pacific Bank - Trust Division | 6,443 | $234.5K | 0.02% | +150+2.4% | Added |