Copt Defense PropertiesCDP
13F holders, Q2 2024 (June 30)263holders −5
15new positions
22sold out
7famous investors
$25.05avg. 13F price*
At the end of Q2 2024, 263 institutions reported holding Copt Defense Properties (CDP) in their 13F filings, down 5 from Q1 2024. 15 opened new positions and 22 sold out. The largest holders were BlackRock Inc. ($469.5M), Vanguard Group Inc. ($424.3M) and State Street Corp. ($161.3M). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Copt Defense Properties
- CUSIP
- 22002T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $18.1M |
| Exits | 22 | $38.1M |
All 13F filers, Q1 2024 → Q2 2024: 10,846,519 shares bought and 9,497,817 shares sold, net +1,348,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| BlackRock Inc. | 0.01% | Add +4.8% | 18,755,858 | $469.5M |
| Vanguard Group Inc. | 0.01% | Add +0.5% | 16,951,437 | $424.3M |
| State Street Corp. | 0.01% | Reduce -0.9% | 6,372,486 | $161.3M |
| Earnest Partners LLC | 0.57% | Reduce -9.4% | 4,847,150 | $121.3M |
| Victory Capital Management Inc. | 0.11% | Reduce -2.1% | 4,202,590 | $105.2M |
| Channing Capital Management, LLC | 2.56% | Add +29.0% | 3,724,996 | $93.2M |
| Westwood Holdings Group Inc. | 0.75% | Reduce -2.5% | 3,634,290 | $91.0M |
| Millennium Management | 0.07% | Add +65.3% | 3,274,008 | $81.9M |
| Bank of America Corp. | 0.01% | Add +13.5% | 2,997,367 | $75.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.1% | 2,905,820 | $72.7M |
| Nuveen Asset Management, LLC | 0.02% | Add +65.0% | 2,753,790 | $69.3M |
| FMR LLC | 0.00% | Reduce -40.5% | 2,713,977 | $67.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.6% | 2,504,185 | $62.7M |
| Sei Investments Co. | 0.07% | Add +9.6% | 1,983,526 | $49.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 1,982,841 | $49.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.5% | 1,630,799 | $40.8M |
| Norges Bank | 0.01% | Add +14.6% | 1,522,448 | $38.1M |
| Northern Trust Corp. | 0.01% | Add +7.4% | 1,517,293 | $38.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.2% | 1,385,171 | $34.7M |
| Frontier Capital Management Co. LLC | 0.33% | Add +0.1% | 1,314,875 | $32.9M |
| Balyasny Asset Management L.P. | 0.08% | Reduce -5.8% | 1,193,084 | $29.9M |
| Principal Financial Group Inc. | 0.02% | Add +179.6% | 1,190,853 | $29.8M |
| Citadel Advisors | 0.03% | Add +378.9% | 1,039,732 | $26.0M |
| Morgan Stanley | 0.00% | Add +22.1% | 945,417 | $23.7M |
| Legal & General Group Plc | 0.01% | Reduce -11.0% | 872,624 | $21.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.35% | Reduce -1.0% | 868,830 | $21.7M |
| Fort Washington Investment Advisors Inc. | 0.14% | Reduce -23.5% | 830,507 | $20.8M |
| Clearbridge Investments, LLC | 0.02% | Reduce -1.9% | 789,625 | $19.8M |
| New York State Common Retirement Fund | 0.03% | Add +23.2% | 771,873 | $19.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +443.1% | 692,261 | $17.3M |
| Alliancebernstein L.P. | 0.01% | Add +43.1% | 633,351 | $15.9M |
| Waterfront Capital Partners, LLC | 1.90% | Reduce -63.1% | 592,097 | $14.8M |
| Lasalle Investment Management Securities LLC | 0.63% | New | 590,373 | $14.8M |
| Leeward Investments, LLC - MA | 0.67% | Add +5.6% | 583,391 | $14.6M |
| AQR Capital Management | 0.02% | Add +315.1% | 567,997 | $14.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -12.0% | 508,397 | $12.7M |
| Retirement Systems of Alabama | 0.05% | Reduce -0.4% | 499,236 | $12.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.7% | 495,621 | $12.4M |
| Verition Fund Management LLC | 0.10% | Add +3670.3% | 477,626 | $12.0M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.04% | Reduce -34.5% | 447,860 | $11.2M |
| Rhumbline Advisers | 0.01% | Add +0.9% | 414,833 | $10.4M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -61.1% | 384,794 | $9.6M |
| Algert Global LLC | 0.31% | Add +20.4% | 372,170 | $9.3M |
| Cramer Rosenthal McGlynn LLC | 0.55% | Reduce -0.4% | 371,812 | $9.3M |
| Nordea Investment Management AB | 0.01% | Reduce -9.8% | 375,578 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Add +8.5% | 358,830 | $9.0M |
| Cubist Systematic Strategies, LLC | 0.15% | Add +112.7% | 347,637 | $8.7M |
| Eagle Asset Management Inc. | 0.04% | Reduce -1.8% | 330,906 | $8.3M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -20.1% | 308,094 | $7.7M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -3.7% | 301,714 | $7.6M |
| Lighthouse Investment Partners, LLC | 0.42% | Add +140.0% | 300,000 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.2% | 284,870 | $7.1M |
| Invesco Ltd. | 0.00% | Add +5.8% | 273,757 | $6.9M |
| Wedge Capital Management L L P | 0.12% | Reduce -17.6% | 259,264 | $6.5M |
| Jane Street Group, LLC | 0.01% | Add +108.0% | 238,710 | $6.0M |
| HSBC Holdings PLC | 0.00% | Add +66.5% | 233,928 | $5.8M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -32.4% | 230,829 | $5.8M |
| Wells Fargo & Company | 0.00% | Reduce -7.9% | 227,166 | $5.7M |
| Swiss National Bank | 0.00% | No change | 221,800 | $5.6M |
| ExodusPoint Capital Management, LP | 0.06% | Add +5.0% | 213,818 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +5.7% | 212,879 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +18.9% | 203,319 | $5.1M |
| Corebridge Financial, Inc. | 0.03% | — | 201,888 | $5.1M |
| Raymond James & Associates | 0.00% | Reduce -0.5% | 201,155 | $5.0M |
| Voya Investment Management LLC | 0.01% | Add +104.7% | 195,444 | $4.9M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -4.1% | 188,162 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -40.6% | 185,169 | $4.6M |
| Allianz Asset Management GmbH | 0.01% | Reduce -65.7% | 183,845 | $4.6M |
| Tudor Investment Corporation | 0.05% | Add +45.8% | 169,591 | $4.2M |
| Kennedy Capital Management LLC | 0.09% | Add +17.4% | 165,154 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 160,106 | $4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -77.0% | 157,023 | $3.9M |
| STRS Ohio | 0.01% | Reduce -9.0% | 150,600 | $3.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.1% | 140,195 | $3.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +5.3% | 138,890 | $3.5M |
| BNP Paribas Financial Markets | 0.00% | Add +16.1% | 137,302 | $3.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.7% | 133,726 | $3.3M |
| Sapience Investments, LLC | 1.70% | Reduce -34.4% | 132,973 | $3.3M |
| MetLife Investment Management, LLC | 0.02% | Add +6.7% | 124,796 | $3.1M |
| First Trust Advisors LP | 0.00% | Reduce -15.9% | 121,886 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +17.1% | 121,039 | $3.0M |
| Barclays PLC | 0.00% | Reduce -44.2% | 116,719 | $2.9M |
| Ontario Teachers Pension Plan Board | 0.03% | Reduce -33.0% | 112,723 | $2.8M |
| Dana Investment Advisors, Inc. | 0.09% | Reduce -2.5% | 111,709 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 109,815 | $2.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.6% | 104,518 | $2.6M |
| Federated Hermes, Inc. | 0.01% | Reduce -17.0% | 104,436 | $2.6M |
| Deutsche Bank AG | 0.00% | Reduce -4.4% | 102,748 | $2.6M |
| Knights of Columbus Asset Advisors LLC | 0.17% | Add +1.1% | 101,517 | $2.5M |
| UBS Group AG | 0.00% | Reduce -45.5% | 101,391 | $2.5M |
| Vestcor Inc | 0.08% | Reduce -3.5% | 99,405 | $2.5M |
| Renaissance Technologies | 0.00% | Reduce -58.1% | 98,300 | $2.5M |
| Agf Management Ltd. | 0.01% | Add +1.7% | 98,230 | $2.5M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +1.4% | 91,104 | $2.3M |
| AlphaQuest LLC | 0.30% | Reduce -3.0% | 88,950 | $2.2M |
| Two Sigma Advisers, LP | 0.00% | Add +37.0% | 88,500 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 87,127 | $2.2M |
| HRT Financial LP | 0.01% | Reduce -19.7% | 84,216 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Add +35.7% | 83,990 | $2.1M |
| Brown Advisory Inc. | 0.00% | Reduce 0.0% | 83,049 | $2.1M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -10.9% | 81,919 | $2.1M |
| Vident Advisory, LLC | 0.05% | Add +2.9% | 77,333 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -15.0% | 75,686 | $1.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +6.1% | 74,003 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -28.9% | 72,577 | $1.8M |
| Macquarie Group Ltd. | 0.00% | Add +11.0% | 70,211 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.0% | 66,180 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -2.9% | 65,739 | $1.6M |
| Amundi | 0.00% | Reduce -5.1% | 64,035 | $1.6M |
| Bank of Montreal | 0.00% | Add +0.5% | 64,690 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.7% | 64,359 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -10.3% | 63,137 | $1.6M |
| Presima Securities ULC | 0.33% | Add +0.5% | 59,610 | $1.5M |
| Fifth Third Bancorp | 0.01% | Add +1.0% | 58,401 | $1.5M |
| Man Group plc | 0.00% | Add +351.6% | 57,720 | $1.4M |
| Jump Financial, LLC | 0.03% | Add +99.1% | 57,349 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 56,945 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -7.2% | 54,622 | $1.4M |
| Centersquare Investment Management LLC | 0.01% | Reduce -1.7% | 52,449 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 51,349 | $1.3M |
| LPL Financial LLC | 0.00% | Add +6.0% | 48,214 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -7.6% | 47,246 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 47,072 | $1.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +5.3% | 46,208 | $1.1M |
| Sheaff Brock Investment Advisors, LLC | 0.11% | Reduce -6.1% | 45,659 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.2% | 44,727 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce 0.0% | 43,832 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +152.3% | 43,733 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +48.0% | 41,910 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.09% | Add +99.6% | 40,687 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 38,363 | $961K |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.2% | 37,836 | $958K |
| Jackson Creek Investment Advisors LLC | 0.35% | Reduce -0.1% | 38,225 | $957K |
| SG Americas Securities, LLC | 0.01% | Add +173.3% | 36,678 | $918K |
| Sanctuary Advisors, LLC | 0.01% | — | 37,496 | $886K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.2% | 35,368 | $885K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.8% | 35,064 | $878K |
| Cwm, LLC | 0.00% | Reduce -9.6% | 34,623 | $867K |
| Dark Forest Capital Management LP | 0.15% | Reduce -60.8% | 33,446 | $837K |
| Cornercap Investment Counsel Inc. | 0.13% | Add +0.0% | 32,871 | $823K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.2% | 32,611 | $816K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -47.2% | 32,204 | $806K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.6% | 31,800 | $796K |
| Arizona State Retirement System | 0.01% | Add +1.9% | 31,508 | $789K |
| UniSuper Management Pty Ltd | 0.01% | Reduce -1.9% | 31,500 | $788K |
| Boothbay Fund Management, LLC | 0.03% | New | 30,756 | $770K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -18.2% | 30,606 | $766K |
| Handelsbanken Fonder AB | 0.00% | No change | 29,381 | $735K |
| State of Michigan Retirement System | 0.00% | Reduce -1.4% | 27,113 | $679K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 26,964 | $678K |
| Quantbot Technologies LP | 0.03% | Add +61.4% | 26,863 | $672K |
| IFM Investors Pty Ltd | 0.01% | New | 25,980 | $650K |
| Teacher Retirement System of Texas | 0.00% | Add +3.5% | 25,925 | $649K |
| Inceptionr LLC | 0.18% | Add +146.7% | 25,728 | $644K |
| Franklin Resources Inc. | 0.00% | Reduce -67.6% | 25,350 | $635K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 25,088 | $628K |
| Point72 Asset Management | 0.00% | Add +18.7% | 24,922 | $624K |
| Engineers Gate Manager LP | 0.01% | Reduce -39.0% | 23,680 | $593K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -15.5% | 23,398 | $586K |
| New Mexico Educational Retirement Board | 0.02% | No change | 23,000 | $576K |
| Intech Investment Management LLC | 0.01% | New | 21,321 | $534K |
| M&T Bank Corp | 0.00% | Reduce -5.6% | 20,525 | $514K |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 20,491 | $513K |
| ProShare Advisors LLC | 0.00% | Reduce -20.7% | 20,417 | $511K |
| Aberdeen Group plc | 0.00% | Add +3.3% | 20,346 | $509K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 20,034 | $501K |
| Van Eck Associates Corp. | 0.00% | Add +5.1% | 19,981 | $500K |
| Keybank National Association | 0.00% | Add +2.1% | 19,913 | $498K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +234.5% | 19,636 | $491K |
| HighTower Advisors, LLC | 0.00% | Add +8.5% | 18,692 | $467K |
| Centiva Capital, LP | 0.02% | Add +9.2% | 18,542 | $464K |
| Neuberger Berman Group LLC | 0.00% | Add +36.7% | 18,325 | $459K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -60.0% | 18,188 | $455K |
| Bailard, Inc. | 0.01% | Add +6.8% | 17,400 | $436K |
| Westpac Banking Corp. | 0.03% | New | 17,225 | $431K |
| Pacer Advisors, Inc. | 0.00% | Add +0.4% | 16,840 | $422K |
| Carmel Capital Partners, LLC | 0.18% | Add +6.7% | 16,716 | $418K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.2% | 15,742 | $394K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +7.3% | 15,244 | $382K |
| Xponance LLC | 0.00% | Reduce -6.3% | 15,155 | $379K |
| Bank of Nova Scotia | 0.00% | Add +2.8% | 14,847 | $372K |
| Prudential Financial Inc. | 0.00% | Reduce -5.3% | 13,397 | $335K |
| MQS Management LLC | 0.19% | New | 12,665 | $317K |
| American Century Companies Inc. | 0.00% | No change | 12,344 | $309K |
| Captrust Financial Advisors | 0.00% | Add +4.0% | 12,170 | $305K |
| Integrated Investment Consultants, LLC | 0.08% | No change | 11,979 | $290K |
| Entropy Technologies, LP | 0.03% | Add +18.6% | 11,386 | $285K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -7.3% | 11,099 | $278K |
| Lazard Asset Management LLC | 0.00% | Add +142.3% | 10,307 | $257K |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 10,048 | $251K |
| Moors & Cabot, Inc. | 0.01% | No change | 10,007 | $250K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -8.4% | 9,789 | $245K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,532 | $239K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +12.5% | 9,342 | $233K |
| Connable Office Inc. | 0.02% | Reduce -27.1% | 9,225 | $231K |
| Ar Asset Management Inc. | 0.06% | No change | 9,100 | $228K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.8% | 8,965 | $224K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -9.6% | 8,816 | $221K |
| Metis Global Partners, LLC | 0.01% | New | 8,813 | $221K |
| Blue Trust, Inc. | 0.00% | Add +37.4% | 9,117 | $220K |
| Foster & Motley Inc. | 0.01% | Reduce -28.0% | 8,593 | $215K |
| Allstate Corp. | 0.02% | No change | 8,332 | $209K |
| Atria Investments, Inc | 0.00% | New | 8,121 | $203K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -23.8% | 7,494 | $188K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.7% | 6,390 | $160K |
| FIL Ltd | 0.00% | Reduce -90.2% | 6,308 | $158K |
| Clearstead Advisors, LLC | 0.00% | New | 5,789 | $145K |
| Point72 Hong Kong Ltd | 0.01% | Reduce -45.3% | 4,925 | $123K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.7% | 4,852 | $122K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -0.9% | 4,466 | $110K |
| Bessemer Group Inc. | 0.00% | Reduce -4.6% | 3,918 | $98K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Reduce -59.6% | 3,797 | $95K |
| Quarry LP | 0.04% | Add +711.4% | 3,481 | $87K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -0.2% | 3,286 | $83K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -93.8% | 3,242 | $80K |
| KBC Group NV | 0.00% | No change | 2,970 | $74K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 2,200 | $55K |
| Osaic Holdings, Inc. | 0.00% | Add +155.6% | 2,040 | $51K |
| US Bancorp \de | 0.00% | Reduce -16.8% | 2,022 | $51K |
| Spirit of America Management Corp. | 0.01% | New | 2,000 | $50K |
| Heritage Wealth Advisors | 0.00% | No change | 1,600 | $40K |
| Quadrant Capital Group LLC | 0.00% | Reduce -2.1% | 1,431 | $36K |
| Global Retirement Partners, LLC | 0.00% | Reduce -12.2% | 1,302 | $33K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,224 | $31K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 963 | $24K |
| EntryPoint Capital, LLC | 0.01% | New | 794 | $20K |
| Rise Advisors, LLC | 0.01% | Add +1.4% | 677 | $17K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 672 | $17K |
| Valley National Advisers Inc. | 0.00% | Add +4.0% | 520 | $13K |
| GAMMA Investing LLC | 0.00% | Add +121.8% | 488 | $12K |
| Covestor Ltd | 0.01% | Add +4675.0% | 382 | $9K |
| Lindbrook Capital, LLC | 0.00% | Reduce -16.3% | 354 | $9K |
| Princeton Global Asset Management LLC | 0.00% | No change | 275 | $7K |
| Private Trust Co. NA | 0.00% | Reduce -10.8% | 272 | $7K |
| CoreCap Advisors, LLC | 0.00% | Add +1.2% | 261 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +22.2% | 198 | $5K |
| Bokf, NA | 0.00% | No change | 155 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +13.1% | 147 | $4K |
| Spotlight Asset Group, Inc. | 0.00% | No change | 117 | $3K |
| WASHINGTON TRUST Co | 0.00% | Add +0.9% | 117 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -25.0% | 108 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 101 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 95 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -2.2% | 89 | $2K |
| Allworth Financial LP | 0.00% | No change | 61 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 63 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -35.2% | 57 | $1K |
| Rothschild Investment LLC | 0.00% | Add +450.0% | 55 | $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 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +95.5% | 43 | $1K |
| Huntington National Bank | 0.00% | Reduce -45.7% | 44 | $1K |
| Summit Securities Group LLC | 0.00% | New | 20 | $1K |
| Innealta Capital, LLC | 0.00% | New | 35 | $876 |
| Continuum Advisory, LLC | 0.00% | Add +76.5% | 30 | $751 |
| Lynx Investment Advisory | 0.00% | — | 28 | $701 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -84.2% | 28 | $701 |
| Johnson Financial Group, Inc. | 0.00% | New | 26 | $659 |
| Avior Wealth Management, LLC | 0.00% | Reduce -50.0% | 23 | $575 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 19 | $476 |
| Versant Capital Management, Inc | 0.00% | No change | 10 | $250 |
"% of holder's portfolio" is CDP's weight in each manager's 13F, not the share of Copt Defense Properties the manager owns.