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 | $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, 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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 11,889 | $432.6K | 0.00% | −415−3.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,261 | $409.8K | 0.02% | −37,088−76.7% | Reduced |
| Public Employees Retirement Association of Colorado | 9,532 | $347.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 9,354 | $340.4K | 0.00% | −256−2.7% | Reduced |
| Sequoia Financial Advisors, LLC | 9,335 | $339.7K | 0.00% | +1,433+18.1% | Added |
| Brevan Howard Capital Management LP | 9,207 | $335.0K | 0.00% | +9,207 | New |
| Hantz Financial Services, Inc. | 9,105 | $331.0K | 0.00% | −947−9.4% | Reduced |
| Ar Asset Management Inc | 9,100 | $331.0K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,047 | $329.2K | 0.01% | −674−6.9% | Reduced |
| Crossmark Global Holdings, Inc. | 9,005 | $327.7K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 8,999 | $327.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,969 | $326.4K | 0.00% | +8,644+2,659.7% | Added |
| Umb Bank N A | 8,677 | $315.8K | 0.00% | +7,870+975.2% | Added |
| Securian Asset Management, Inc | 8,327 | $313.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 7,896 | $287.3K | 0.01% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 7,775 | $282.9K | 0.01% | −601−7.2% | Reduced |
| Algert Global LLC | 7,710 | $280.6K | 0.00% | +7,710 | New |
| Moors & Cabot, Inc. | 7,700 | $280.2K | 0.01% | −800−9.4% | Reduced |
| HB Wealth Management, LLC | 7,665 | $278.9K | 0.00% | +261+3.5% | Added |
| Ieq Capital, LLC | 7,420 | $270.0K | 0.00% | +7,420 | New |
| Atria Investments LLC | 7,334 | $266.9K | 0.00% | +7,334 | New |
| CIBC Bancorp USA Inc. | 7,240 | $263.5K | 0.00% | +289+4.2% | Added |
| Connable Office Inc | 6,820 | $248.2K | 0.02% | −607−8.2% | Reduced |
| EntryPoint Capital, LLC | 6,714 | $244.3K | 0.06% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,640 | $241.6K | 0.00% | +6,640 | New |
| Cetera Investment Advisers | 6,580 | $239.5K | 0.00% | +6,580 | New |
| Ensign Peak Advisors, Inc | 6,522 | $237.3K | 0.00% | +1,900+41.1% | Added |
| Central Pacific Bank - Trust Division | 6,443 | $234.5K | 0.02% | +150+2.4% | Added |
| Winton Group Ltd | 6,200 | $225.6K | 0.01% | −5,616−47.5% | Reduced |
| Ethic Inc. | 6,113 | $222.5K | 0.00% | −1,132−15.6% | Reduced |
| The PNC Financial Services Group, Inc. | 6,024 | $219.2K | 0.00% | +1,943+47.6% | Added |
| Smartleaf Asset Management LLC | 5,979 | $219.1K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 5,976 | $217.5K | 0.00% | +5,976 | New |
| Fiduciary Financial Group, LLC | 5,917 | $215.3K | 0.02% | +5,917 | New |
| Quantbot Technologies LP | 5,101 | $185.6K | 0.01% | +4,736+1,297.5% | Added |
| Advisor Group Holdings, Inc. | 4,786 | $174.2K | 0.00% | +1,198+33.4% | Added |
| Rosenberg Matthew Hamilton | 4,000 | $145.6K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 3,862 | $141.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,831 | $139.4K | 0.00% | +3,831 | New |
| FIL Ltd | 3,803 | $138.4K | 0.00% | −142−3.6% | Reduced |
| Bryn Mawr Trust Co | 3,000 | $109.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,880 | $104.8K | 0.00% | +498+20.9% | Added |
| Sterling Capital Management LLC | 2,342 | $85.2K | 0.00% | −1,468−38.5% | Reduced |
| US Bancorp | 2,142 | $77.9K | 0.00% | −159−6.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,081 | $76.4K | 0.00% | −4,188−66.8% | Reduced |
| Nykredit A/S | 2,098 | $76.3K | 0.00% | +2,098 | New |
| Nikko Asset Management Americas, Inc. | 2,058 | $74.9K | 0.00% | +2,058 | New |
| Bayforest Capital Ltd | 1,672 | $60.8K | 0.06% | +1,672 | New |
| Heritage Wealth Advisors | 1,600 | $58.2K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,532 | $55.7K | 0.00% | −175−10.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,461 | $53.2K | 0.00% | −963−39.7% | Reduced |
| Financial Consulate, Inc | 1,347 | $49.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,224 | $44.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,199 | $43.6K | 0.02% | +44+3.8% | 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 |
| Rothschild Investment LLC | 904 | $32.9K | 0.00% | +69+8.3% | Added |
| Bessemer Group Inc | 856 | $32.0K | 0.00% | +137+19.1% | Added |
| Versant Capital Management, Inc | 835 | $30.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 819 | $29.8K | 0.00% | −116−12.4% | Reduced |
| Harbor Capital Advisors, Inc. | 712 | $26.0K | 0.00% | −35−4.7% | Reduced |
| IFP Advisors, Inc | 665 | $24.2K | 0.00% | +35+5.6% | Added |
| Parkside Financial Bank & Trust | 579 | $21.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 533 | $19.4K | 0.00% | +387+265.1% | Added |
| Valley National Advisers Inc | 500 | $18.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 499 | $18.2K | 0.00% | +499 | New |
| Wolff Wiese Magana LLC | 467 | $17.0K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 466 | $17.0K | 0.00% | −1,866−80.0% | Reduced |
| Bullock Wealth Management Group | 433 | $15.9K | 0.01% | +4+0.9% | Added |
| Atlantic Trust, LLC | 428 | $15.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 422 | $15.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 419 | $15.2K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 400 | $14.6K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 297 | $10.8K | 0.00% | +3+1.0% | Added |
| LRI Investments, LLC | 296 | $10.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 275 | $10.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 257 | $9.35K | 0.00% | −380−59.7% | Reduced |
| True Wealth Design, LLC | 254 | $9.24K | 0.00% | +222+693.8% | Added |
| Mather Group, LLC. | 252 | $9.17K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 251 | $9.13K | 0.00% | −50−16.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 250 | $9.10K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 201 | $7.31K | 0.00% | +201 | New |
| Capital Advisors, Ltd. LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 179 | $6.51K | 0.00% | +6+3.5% | Added |
| Signaturefd, LLC | 169 | $6.15K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 162 | $5.90K | 0.00% | +62+62.0% | Added |
| Manchester Capital Management LLC | 157 | $5.71K | 0.00% | +11+7.5% | Added |
| Picton Mahoney Asset Management | 152 | $5.53K | 0.00% | +114+300.0% | Added |
| Clearstead Advisors, LLC | 149 | $5.42K | 0.00% | +119+396.7% | Added |
| Quent Capital, LLC | 136 | $4.95K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 126 | $4.58K | 0.00% | +95+306.5% | Added |
| McCarthy Grittinger Financial Group, LLC | 112 | $4.08K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 110 | $4.00K | 0.00% | +110 | New |
| Northwestern Mutual Wealth Management Co | 108 | $3.93K | 0.00% | −42−28.0% | Reduced |
| Bell Investment Advisors, Inc | 100 | $3.64K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 95 | $3.46K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 92 | $3.35K | 0.00% | −10−9.8% | Reduced |
| PFS Partners, LLC | 83 | $3.04K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 77 | $2.80K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 70 | $2.55K | 0.00% | 00.0% | Unchanged |