Copt Defense PropertiesCDP
13F holders, Q1 2024 (March 31)268holders
7famous investors
$24.18avg. 13F price*
At the end of Q1 2024, 268 institutions reported holding Copt Defense Properties (CDP) in their 13F filings. The largest holders were BlackRock Inc. ($432.3M), Vanguard Group Inc. ($407.5M) and State Street Corp. ($157.3M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Copt Defense Properties
- CUSIP
- 22002T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $89.5M |
| Exits | 24 | $42.1M |
Ownership 268 holders
| BlackRock Inc. | 0.01% | Add +0.3% | 17,887,677 | $432.3M |
| Vanguard Group Inc. | 0.01% | Add +1.2% | 16,859,573 | $407.5M |
| State Street Corp. | 0.01% | Reduce -6.5% | 6,431,838 | $157.3M |
| Earnest Partners LLC | 0.59% | Add +2.3% | 5,351,448 | $129.3M |
| FMR LLC | 0.01% | Add +6.3% | 4,560,111 | $110.2M |
| Victory Capital Management Inc. | 0.10% | Reduce -0.4% | 4,292,310 | $103.7M |
| Westwood Holdings Group Inc. | 0.71% | Add +12.1% | 3,725,470 | $90.0M |
| Channing Capital Management, LLC | 1.87% | Add +24.4% | 2,887,691 | $69.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 2,791,050 | $67.5M |
| Bank of America Corp. | 0.01% | Add +16.3% | 2,641,198 | $63.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +6.9% | 2,440,183 | $59.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 2,097,774 | $50.7M |
| Millennium Management | 0.04% | Add +22.1% | 1,980,247 | $47.9M |
| Sei Investments Co. | 0.06% | Add +2.5% | 1,809,320 | $43.7M |
| Nuveen Asset Management, LLC | 0.01% | Add +391.9% | 1,668,543 | $40.5M |
| Waterfront Capital Partners, LLC | 3.61% | New | 1,602,999 | $38.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.4% | 1,561,143 | $37.7M |
| Northern Trust Corp. | 0.01% | Reduce -7.8% | 1,412,463 | $34.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.7% | 1,387,442 | $33.5M |
| Norges Bank | 0.01% | Add +5.4% | 1,327,974 | $32.1M |
| Frontier Capital Management Co. LLC | 0.30% | Reduce -3.6% | 1,312,964 | $31.7M |
| Balyasny Asset Management L.P. | 0.08% | Reduce -23.5% | 1,267,267 | $30.6M |
| Fort Washington Investment Advisors Inc. | 0.17% | Add +8.2% | 1,086,194 | $26.3M |
| Schonfeld Strategic Advisors LLC | 0.19% | Reduce -9.0% | 989,029 | $23.9M |
| Legal & General Group Plc | 0.01% | Reduce -2.8% | 980,763 | $23.7M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.30% | Reduce -1.4% | 877,577 | $21.2M |
| Clearbridge Investments, LLC | 0.02% | Add +2.1% | 805,086 | $19.5M |
| Morgan Stanley | 0.00% | Reduce -21.5% | 774,088 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +42.0% | 704,800 | $17.0M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.06% | Reduce -86.9% | 683,294 | $16.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.4% | 683,031 | $16.5M |
| New York State Common Retirement Fund | 0.02% | Add +20.5% | 626,614 | $15.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +0.1% | 577,513 | $14.0M |
| Long Pond Capital, LP | 0.79% | New | 565,737 | $13.7M |
| Leeward Investments, LLC - MA | 0.59% | Reduce -4.1% | 552,319 | $13.3M |
| Allianz Asset Management GmbH | 0.02% | Add +174.1% | 535,620 | $12.9M |
| Retirement Systems of Alabama | 0.05% | Add +12.1% | 501,401 | $12.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.5% | 442,427 | $10.7M |
| Principal Financial Group Inc. | 0.01% | Add +1.3% | 425,994 | $10.3M |
| Nordea Investment Management AB | 0.01% | Reduce -1.2% | 416,241 | $10.1M |
| Rhumbline Advisers | 0.01% | Add +1.1% | 411,055 | $9.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +194.9% | 411,026 | $9.9M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 385,358 | $9.3M |
| Cramer Rosenthal McGlynn LLC | 0.49% | Reduce -26.9% | 373,201 | $9.0M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +11.3% | 341,341 | $8.3M |
| Eagle Asset Management Inc. | 0.04% | Reduce -11.0% | 337,041 | $8.0M |
| State of Wisconsin Investment Board | 0.02% | Reduce -6.5% | 330,715 | $8.0M |
| Wedge Capital Management L L P | 0.12% | Reduce -4.9% | 314,734 | $7.6M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -3.8% | 313,228 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Add +197.8% | 311,547 | $7.5M |
| Algert Global LLC | 0.29% | Add +185.3% | 309,172 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.6% | 306,994 | $7.4M |
| Vision Capital Corp | 2.18% | New | 300,000 | $7.3M |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 258,729 | $6.3M |
| Wells Fargo & Company | 0.00% | Add +2.3% | 246,630 | $6.0M |
| Renaissance Technologies | 0.01% | New | 234,600 | $5.7M |
| Swiss National Bank | 0.00% | No change | 221,800 | $5.4M |
| Citadel Advisors | 0.01% | Reduce -88.4% | 217,128 | $5.2M |
| Employees Retirement System of Texas | 0.06% | Add +85.5% | 217,000 | $5.2M |
| Barclays PLC | 0.00% | Reduce -27.4% | 209,106 | $5.1M |
| ExodusPoint Capital Management, LP | 0.06% | New | 203,634 | $4.9M |
| American International Group, Inc. | 0.02% | Reduce -1.9% | 203,220 | $4.9M |
| Sapience Investments, LLC | 1.63% | Reduce -32.2% | 202,816 | $4.9M |
| Raymond James & Associates | 0.00% | Add +9.6% | 202,067 | $4.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.4% | 201,427 | $4.9M |
| Credit Suisse AG/ | 0.00% | Add +1.8% | 200,733 | $4.9M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -1.4% | 196,154 | $4.7M |
| UBS Group AG | 0.00% | Add +14.7% | 186,001 | $4.5M |
| Natixis Advisors, LLC | 0.01% | Add +0.9% | 171,004 | $4.1M |
| Ontario Teachers Pension Plan Board | 0.04% | Reduce -14.2% | 168,200 | $4.1M |
| STRS Ohio | 0.02% | Add +619.6% | 165,500 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.6% | 165,137 | $4.0M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +54.7% | 163,438 | $4.0M |
| First Trust Advisors LP | 0.00% | Reduce -7.3% | 145,009 | $3.5M |
| Kennedy Capital Management LLC | 0.07% | Reduce -7.8% | 140,631 | $3.4M |
| HSBC Holdings PLC | 0.00% | Add +94.6% | 140,532 | $3.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -7.5% | 140,295 | $3.4M |
| AQR Capital Management | 0.01% | Add +300.1% | 136,824 | $3.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.2% | 134,700 | $3.3M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +2.7% | 131,850 | $3.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -4.2% | 127,467 | $3.1M |
| Federated Hermes, Inc. | 0.01% | Add +0.4% | 125,849 | $3.0M |
| Lighthouse Investment Partners, LLC | 0.18% | Reduce -72.2% | 125,000 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +32.1% | 118,233 | $2.9M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.9% | 116,964 | $2.8M |
| Tudor Investment Corporation | 0.03% | Add +296.6% | 116,292 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -9.1% | 114,779 | $2.8M |
| Dana Investment Advisors, Inc. | 0.09% | New | 114,607 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -5.2% | 112,595 | $2.7M |
| Deutsche Bank AG | 0.00% | Add +39.1% | 107,478 | $2.6M |
| HRT Financial LP | 0.02% | New | 104,870 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -81.2% | 103,367 | $2.5M |
| Vestcor Inc | 0.09% | Add +50.1% | 103,013 | $2.5M |
| Two Sigma Investments, LP | 0.01% | New | 102,033 | $2.5M |
| Knights of Columbus Asset Advisors LLC | 0.18% | Reduce -48.8% | 100,367 | $2.4M |
| Texas Permanent School Fund Corp. | 0.02% | Reduce -0.4% | 96,758 | $2.3M |
| Agf Management Ltd. | 0.01% | Reduce -17.5% | 96,558 | $2.3M |
| Voya Investment Management LLC | 0.00% | Add +112.2% | 95,466 | $2.3M |
| Jefferies Financial Group Inc. | 0.05% | Add +191.8% | 91,900 | $2.2M |
| AlphaQuest LLC | 0.39% | New | 91,664 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +5.0% | 89,873 | $2.2M |
| Citigroup Inc. | 0.00% | Add +100.4% | 89,075 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -20.5% | 85,573 | $2.1M |
| Dark Forest Capital Management LP | 0.35% | Reduce -50.0% | 85,320 | $2.1M |
| Brown Advisory Inc. | 0.00% | Add +0.3% | 83,052 | $2.0M |
| Franklin Resources Inc. | 0.00% | Reduce -1.6% | 78,307 | $1.9M |
| Vident Advisory, LLC | 0.04% | Add +6.4% | 75,150 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.3% | 70,411 | $1.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 69,733 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.06% | No change | 67,721 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.9% | 66,857 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.5% | 65,507 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -15.9% | 64,397 | $1.6M |
| Two Sigma Advisers, LP | 0.00% | New | 64,600 | $1.6M |
| FIL Ltd | 0.00% | Reduce -3.2% | 64,132 | $1.6M |
| Macquarie Group Ltd. | 0.00% | Add +0.9% | 63,241 | $1.5M |
| Amundi | 0.00% | Reduce -4.9% | 67,505 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Add +174.6% | 61,887 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +17.7% | 60,998 | $1.4M |
| Presima Securities ULC | 0.33% | Add +12.4% | 59,310 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -9.0% | 58,866 | $1.4M |
| Fifth Third Bancorp | 0.01% | Add +3.4% | 57,827 | $1.4M |
| Centersquare Investment Management LLC | 0.01% | Add +20.5% | 53,338 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -85.6% | 51,930 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.4% | 51,154 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -4.7% | 52,259 | $1.2M |
| Sheaff Brock Investment Advisors, LLC | 0.09% | Add +1.3% | 48,639 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 47,072 | $1.1M |
| LPL Financial LLC | 0.00% | Add +48.3% | 45,486 | $1.1M |
| Voloridge Investment Management, LLC | 0.00% | New | 45,411 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.2% | 44,633 | $1.1M |
| Resona Asset Management Co.,Ltd. | 0.01% | — | 43,864 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -7.3% | 43,833 | $1.1M |
| Engineers Gate Manager LP | 0.02% | Add +1.2% | 38,796 | $938K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 38,363 | $927K |
| Jackson Creek Investment Advisors LLC | 0.33% | Reduce -0.2% | 38,283 | $925K |
| Cwm, LLC | 0.00% | Reduce -5.7% | 38,280 | $925K |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.3% | 37,766 | $924K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -4.5% | 37,409 | $904K |
| Daiwa Securities Group Inc. | 0.01% | Add +6.7% | 36,447 | $881K |
| Cibc World Markets Corp. | 0.01% | Reduce -6.4% | 35,416 | $856K |
| NorthCoast Asset Management LLC | 0.01% | New | 33,014 | $798K |
| Pictet Asset Management Holding SA | 0.00% | Add +14.6% | 32,982 | $797K |
| Cornercap Investment Counsel Inc. | 0.12% | Add +1.5% | 32,863 | $794K |
| Louisiana State Employees Retirement System | 0.02% | Add +2.2% | 32,300 | $781K |
| UniSuper Management Pty Ltd | 0.01% | No change | 32,100 | $776K |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 30,930 | $748K |
| Adage Capital Partners Gp, L.L.C. | 0.00% | New | 30,601 | $740K |
| Versor Investments LP | 0.14% | Add +28.6% | 29,570 | $715K |
| Handelsbanken Fonder AB | 0.00% | No change | 29,381 | $710K |
| Jump Financial, LLC | 0.02% | Add +14.2% | 28,801 | $696K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 28,324 | $685K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -12.9% | 27,698 | $669K |
| State of Michigan Retirement System | 0.00% | Add +1.9% | 27,513 | $665K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 26,964 | $648K |
| ProShare Advisors LLC | 0.00% | Add +4.7% | 25,749 | $622K |
| Teacher Retirement System of Texas | 0.00% | Reduce -41.2% | 25,050 | $605K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.1% | 25,027 | $605K |
| New Mexico Educational Retirement Board | 0.02% | No change | 23,000 | $556K |
| M&T Bank Corp | 0.00% | Reduce -4.3% | 21,747 | $526K |
| Point72 Asset Management | 0.00% | Reduce -71.3% | 21,000 | $508K |
| Corient Private Wealth LP | 0.00% | Reduce -10.0% | 20,392 | $493K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 20,383 | $493K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 20,034 | $484K |
| Aberdeen Group plc | 0.00% | Reduce -5.7% | 19,688 | $476K |
| Keybank National Association | 0.00% | Reduce -2.8% | 19,500 | $471K |
| Van Eck Associates Corp. | 0.00% | Add +2.0% | 19,014 | $460K |
| Handelsinvest Investeringsforvaltning | 0.22% | Reduce -15.3% | 18,824 | $455K |
| Gsa Capital Partners LLP | 0.03% | New | 17,570 | $425K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +99.8% | 17,337 | $419K |
| HighTower Advisors, LLC | 0.00% | Add +31.6% | 17,234 | $414K |
| Centiva Capital, LP | 0.03% | New | 16,977 | $410K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.9% | 16,771 | $405K |
| Quantbot Technologies LP | 0.02% | Reduce -71.4% | 16,643 | $402K |
| Bailard, Inc. | 0.01% | Add +19.0% | 16,300 | $394K |
| Capula Management Ltd | 0.01% | New | 16,193 | $391K |
| Xponance LLC | 0.00% | Reduce -1.1% | 16,167 | $391K |
| Carmel Capital Partners, LLC | 0.16% | New | 15,668 | $379K |
| Bank of Nova Scotia | 0.00% | Reduce -11.9% | 14,443 | $349K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +2.9% | 14,207 | $343K |
| Prudential Financial Inc. | 0.00% | Reduce -1.3% | 14,148 | $342K |
| SG Americas Securities, LLC | 0.00% | Reduce -71.5% | 13,421 | $324K |
| Neuberger Berman Group LLC | 0.00% | New | 13,403 | $324K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.7% | 13,321 | $322K |
| Man Group plc | 0.00% | Reduce -73.4% | 12,780 | $309K |
| Quadrature Capital Ltd | 0.01% | Reduce -53.7% | 12,691 | $307K |
| Verition Fund Management LLC | 0.00% | Reduce -93.0% | 12,668 | $306K |
| Connable Office Inc. | 0.03% | Add +2.4% | 12,658 | $306K |
| American Century Companies Inc. | 0.00% | No change | 12,344 | $298K |
| Integrated Investment Consultants, LLC | 0.08% | Reduce -5.0% | 11,979 | $290K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -2.0% | 11,966 | $289K |
| Foster & Motley Inc. | 0.02% | Reduce -40.9% | 11,930 | $288K |
| Captrust Financial Advisors | 0.00% | New | 11,701 | $283K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -29.3% | 10,689 | $258K |
| Inceptionr LLC | 0.06% | New | 10,429 | $252K |
| Stifel Financial Corp. | 0.00% | Reduce -9.1% | 10,312 | $249K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 10,165 | $246K |
| Moors & Cabot, Inc. | 0.01% | No change | 10,007 | $242K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.8% | 9,751 | $236K |
| Central Pacific Bank - Trust Division | 0.03% | — | 9,840 | $234K |
| Entropy Technologies, LP | 0.02% | New | 9,603 | $232K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -37.1% | 9,532 | $230K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.06% | New | 9,403 | $227K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -6.0% | 9,342 | $226K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.2% | 9,227 | $223K |
| Ar Asset Management Inc. | 0.05% | No change | 9,100 | $220K |
| Fox Run Management, L.L.C. | 0.05% | New | 9,050 | $219K |
| Point72 Hong Kong Ltd | 0.01% | New | 9,000 | $218K |
| Sherbrooke Park Advisers LLC | 0.04% | New | 8,689 | $210K |
| DoubleLine ETF Adviser LP | 0.05% | New | 8,594 | $208K |
| Allstate Corp. | 0.01% | No change | 8,332 | $201K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 8,305 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.8% | 7,577 | $183K |
| Blue Trust, Inc. | 0.00% | Add +29.5% | 6,634 | $160K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -82.8% | 5,870 | $142K |
| CIBC Private Wealth Group LLC | 0.00% | New | 5,824 | $138K |
| Smartleaf Asset Management LLC | 0.02% | New | 4,509 | $108K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.1% | 4,253 | $102K |
| Bessemer Group Inc. | 0.00% | No change | 4,107 | $100K |
| Point72 (DIFC) Ltd | 0.01% | — | 4,012 | $97K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +3.9% | 3,292 | $81K |
| KBC Group NV | 0.00% | Add +109.9% | 2,970 | $72K |
| US Bancorp \de | 0.00% | Reduce -26.6% | 2,431 | $59K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 2,200 | $52K |
| Heritage Wealth Advisors | 0.00% | No change | 1,600 | $39K |
| Global Retirement Partners, LLC | 0.00% | Reduce -7.8% | 1,483 | $36K |
| Quadrant Capital Group LLC | 0.00% | Add +18.0% | 1,462 | $35K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 1,224 | $30K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 963 | $25K |
| Osaic Holdings, Inc. | 0.00% | Reduce -96.1% | 798 | $19K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 672 | $16K |
| Rise Advisors, LLC | 0.01% | New | 668 | $16K |
| Elequin Capital, LP | 0.01% | New | 526 | $13K |
| Valley National Advisers Inc. | 0.00% | No change | 500 | $12K |
| Quarry LP | 0.00% | New | 429 | $10K |
| Lindbrook Capital, LLC | 0.00% | Add +44.4% | 423 | $10K |
| Hanson & Doremus Investment Management | 0.00% | No change | 343 | $8K |
| Private Trust Co. NA | 0.00% | No change | 305 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 275 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 258 | $6K |
| GAMMA Investing LLC | 0.00% | Reduce -37.3% | 220 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +785.0% | 177 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -28.9% | 162 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | New | 154 | $4K |
| Bokf, NA | 0.00% | No change | 155 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 144 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 130 | $3K |
| Spotlight Asset Group, Inc. | 0.00% | No change | 117 | $3K |
| WASHINGTON TRUST Co | 0.00% | Reduce -0.8% | 116 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 95 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -51.9% | 91 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 88 | $2K |
| Huntington National Bank | 0.00% | New | 81 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 63 | $2K |
| Allworth Financial LP | 0.00% | No change | 61 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 53 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 52 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 51 | $1K |
| Avior Wealth Management, LLC | 0.00% | New | 46 | $1K |
| Smithfield Trust Co | 0.00% | New | 60 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 35 | $846 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 22 | $527 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 19 | $459 |
| Continuum Advisory, LLC | 0.00% | New | 17 | $419 |
| Versant Capital Management, Inc | 0.00% | No change | 10 | $242 |
| Rothschild Investment LLC | 0.00% | New | 10 | $242 |
| Covestor Ltd | 0.00% | No change | 8 | $0 |
"% of holder's portfolio" is CDP's weight in each manager's 13F, not the share of Copt Defense Properties the manager owns.