Copt Defense PropertiesCDP
13F holders, Q4 2024 (December 31)302holders +11
27new positions
23sold out
7famous investors
$30.96avg. 13F price*
At the end of Q4 2024, 302 institutions reported holding Copt Defense Properties (CDP) in their 13F filings, up 11 from Q3 2024. 27 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($567.9M), Vanguard Group Inc. ($528.6M) and State Street Corp. ($201.5M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Copt Defense Properties
- CUSIP
- 22002T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $13.3M |
| Exits | 23 | $29.2M |
All 13F filers, Q3 2024 → Q4 2024: 12,329,186 shares bought and 9,822,143 shares sold, net +2,507,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| BlackRock, Inc. | 0.01% | Add +1.3% | 18,350,014 | $567.9M |
| Vanguard Group Inc. | 0.01% | Reduce -0.3% | 17,079,770 | $528.6M |
| State Street Corp. | 0.01% | Add +2.3% | 6,449,568 | $201.5M |
| Alliancebernstein L.P. | 0.07% | Add +813.0% | 6,247,854 | $193.4M |
| Earnest Partners LLC | 0.66% | Add +1.9% | 4,795,639 | $148.4M |
| Victory Capital Management Inc. | 0.11% | Reduce -13.8% | 3,516,114 | $108.8M |
| JPMorgan Chase & Co. | 0.01% | Add +21.9% | 3,283,383 | $101.6M |
| Channing Capital Management, LLC | 2.57% | Reduce -9.3% | 3,114,448 | $96.4M |
| FMR LLC | 0.01% | Add +12.2% | 3,099,052 | $95.9M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.4% | 2,915,717 | $90.3M |
| Westwood Holdings Group Inc. | 0.70% | Reduce -11.7% | 2,885,343 | $89.3M |
| Bank of America Corp. | 0.01% | Reduce -9.5% | 2,724,947 | $84.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -7.9% | 2,323,994 | $71.9M |
| Sei Investments Co. | 0.09% | Add +1.2% | 2,139,455 | $66.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -13.6% | 2,030,813 | $62.9M |
| Principal Financial Group Inc. | 0.03% | Add +61.2% | 1,906,341 | $59.0M |
| Northern Trust Corp. | 0.01% | Add +19.4% | 1,737,815 | $53.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.3% | 1,626,381 | $50.3M |
| Norges Bank | 0.01% | Add +8.7% | 1,477,169 | $45.7M |
| Frontier Capital Management Co. LLC | 0.40% | Add +0.4% | 1,359,335 | $42.1M |
| Morgan Stanley | 0.00% | Add +37.0% | 1,339,183 | $41.4M |
| CBRE Investment Management Listed Real Assets LLC | 0.64% | Add +192.9% | 1,158,207 | $35.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.9% | 1,141,670 | $35.3M |
| AQR Capital Management | 0.04% | Add +32.5% | 1,103,627 | $34.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +12.7% | 1,067,624 | $33.0M |
| Millennium Management | 0.03% | Reduce -60.8% | 1,027,390 | $31.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Add +6.2% | 930,787 | $28.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.2% | 794,359 | $24.6M |
| Legal & General Group Plc | 0.01% | Reduce -7.4% | 755,580 | $23.4M |
| Waterfront Capital Partners, LLC | 4.10% | Add +43.7% | 709,216 | $22.0M |
| Fort Washington Investment Advisors Inc. | 0.13% | Reduce -16.8% | 688,157 | $21.3M |
| Clearbridge Investments, LLC | 0.02% | Reduce -0.9% | 679,088 | $21.0M |
| New York State Common Retirement Fund | 0.03% | Reduce -6.1% | 651,615 | $20.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +0.9% | 647,855 | $20.1M |
| Invesco Ltd. | 0.00% | Add +8.2% | 624,027 | $19.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -38.4% | 562,795 | $17.4M |
| Lasalle Investment Management Securities LLC | 0.71% | Add +0.9% | 544,664 | $16.9M |
| Leeward Investments, LLC - MA | 0.83% | Reduce -6.9% | 541,055 | $16.7M |
| Raymond James Financial Inc. | 0.01% | — | 519,004 | $16.1M |
| Citadel Advisors | 0.01% | Add +667.8% | 506,959 | $15.7M |
| Retirement Systems of Alabama | 0.06% | Add +0.0% | 497,248 | $15.4M |
| Algert Global LLC | 0.35% | Add +4.2% | 483,968 | $15.0M |
| Barclays PLC | 0.01% | Add +100.1% | 438,216 | $13.6M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -71.7% | 423,388 | $13.1M |
| Rhumbline Advisers | 0.01% | Reduce -0.2% | 397,742 | $12.3M |
| Nordea Investment Management AB | 0.01% | Add +5.1% | 376,938 | $11.7M |
| Allianz Asset Management GmbH | 0.02% | Add +20.3% | 353,186 | $10.9M |
| Cubist Systematic Strategies, LLC | 0.17% | Add +7.1% | 343,072 | $10.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -0.9% | 327,685 | $10.1M |
| Woodline Partners LP | 0.07% | Add +3.1% | 316,157 | $9.8M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -2.0% | 284,391 | $8.8M |
| Deutsche Bank AG | 0.00% | Add +141.7% | 283,407 | $8.8M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -0.5% | 275,956 | $8.5M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -3.3% | 268,810 | $8.3M |
| Natixis Advisors, LLC | 0.02% | Add +13.9% | 263,350 | $8.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +21.3% | 260,176 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +13.4% | 250,123 | $7.7M |
| Asset Management One Co., Ltd. | 0.02% | Add +6.0% | 233,826 | $7.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.6% | 227,875 | $7.0M |
| Swiss National Bank | 0.00% | Add +0.7% | 221,600 | $6.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -2.1% | 220,169 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.1% | 216,659 | $6.7M |
| UBS Group AG | 0.00% | Add +107.7% | 214,683 | $6.6M |
| Voya Investment Management LLC | 0.01% | Reduce -5.2% | 205,306 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 198,758 | $6.2M |
| Corebridge Financial, Inc. | 0.03% | Reduce -5.1% | 182,450 | $5.6M |
| Wedge Capital Management L L P | 0.09% | Reduce -8.8% | 169,915 | $5.3M |
| Kennedy Capital Management LLC | 0.11% | Reduce -0.7% | 153,560 | $4.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +7.9% | 151,917 | $4.7M |
| New York State Teachers Retirement System | 0.01% | Add +7.7% | 150,164 | $4.6M |
| Cramer Rosenthal McGlynn LLC | 0.26% | Reduce -47.8% | 149,785 | $4.6M |
| Citigroup Inc. | 0.00% | Add +5.4% | 144,423 | $4.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +563.1% | 141,651 | $4.4M |
| MetLife Investment Management, LLC | 0.02% | Add +7.1% | 132,570 | $4.1M |
| Hillsdale Investment Management Inc. | 0.20% | Reduce -1.3% | 128,100 | $4.0M |
| Man Group plc | 0.01% | Add +31.7% | 126,659 | $3.9M |
| Edgestream Partners, L.P. | 0.17% | New | 126,483 | $3.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 126,438 | $3.9M |
| HSBC Holdings PLC | 0.00% | Reduce -29.3% | 123,600 | $3.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -5.6% | 119,412 | $3.7M |
| First Trust Advisors LP | 0.00% | Reduce -27.1% | 107,218 | $3.3M |
| Martingale Asset Management L P | 0.08% | Add +1.8% | 105,945 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 105,326 | $3.3M |
| Vestcor Inc | 0.10% | No change | 101,165 | $3.1M |
| Dana Investment Advisors, Inc. | 0.10% | Reduce -11.6% | 97,943 | $3.0M |
| Knights of Columbus Asset Advisors LLC | 0.20% | Add +0.2% | 96,321 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 93,286 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -0.9% | 89,653 | $2.8M |
| Sapience Investments, LLC | 1.53% | Reduce -29.4% | 84,894 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -76.3% | 84,819 | $2.6M |
| Franklin Resources Inc. | 0.00% | Add +357.9% | 84,789 | $2.6M |
| Brown Advisory Inc. | 0.00% | Add +1.1% | 83,942 | $2.6M |
| Macquarie Group Ltd. | 0.00% | Add +29.6% | 83,310 | $2.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +56.3% | 78,841 | $2.4M |
| Pinebridge Investments, L.P. | 0.02% | Add +42.7% | 75,541 | $2.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 74,397 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.4% | 72,729 | $2.3M |
| Centersquare Investment Management LLC | 0.02% | Add +32.0% | 71,882 | $2.2M |
| Bank of Montreal | 0.00% | Add +2.5% | 69,341 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +77.8% | 69,120 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.5% | 66,726 | $2.1M |
| Verition Fund Management LLC | 0.01% | Reduce -79.7% | 66,593 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -0.3% | 65,104 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 64,099 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +38.2% | 61,246 | $1.9M |
| Campbell & CO Investment Adviser LLC | 0.14% | Add +39.7% | 60,646 | $1.9M |
| Presima Securities ULC | 0.46% | No change | 60,410 | $1.9M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.2% | 59,408 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Add +80.6% | 59,380 | $1.8M |
| Vident Advisory, LLC | 0.03% | Reduce -38.1% | 59,136 | $1.8M |
| Amundi | 0.00% | Reduce -0.5% | 60,684 | $1.8M |
| HRT Financial LP | 0.01% | Reduce -54.8% | 55,615 | $1.7M |
| Jefferies Financial Group Inc. | 0.02% | Add +237.7% | 54,399 | $1.7M |
| Gsa Capital Partners LLP | 0.12% | Reduce -36.0% | 54,017 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +41.2% | 53,002 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 52,750 | $1.6M |
| Janus Henderson Group PLC | 0.00% | No change | 51,349 | $1.6M |
| Amalgamated Bank | 0.01% | Add +0.3% | 50,483 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 49,161 | $1.5M |
| Jennison Associates LLC | 0.00% | New | 47,837 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.45% | Reduce -3.0% | 47,758 | $1.5M |
| Daiwa Securities Group Inc. | 0.01% | Add +15.6% | 47,084 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 47,072 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -74.4% | 46,623 | $1.4M |
| Tudor Investment Corporation | 0.02% | Reduce -85.8% | 46,582 | $1.4M |
| Jump Financial, LLC | 0.03% | Add +155.6% | 45,800 | $1.4M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +2.3% | 45,011 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -80.1% | 44,409 | $1.4M |
| Sheaff Brock Investment Advisors, LLC | 0.12% | Reduce -1.6% | 44,366 | $1.4M |
| Voloridge Investment Management, LLC | 0.00% | Reduce -53.9% | 42,144 | $1.3M |
| Brevan Howard Capital Management LP | 0.03% | Add +128.5% | 40,740 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.1% | 42,341 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -28.7% | 40,119 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Reduce -0.3% | 39,881 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Add +84.0% | 39,839 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.8% | 39,572 | $1.2M |
| Aberdeen Group plc | 0.00% | Add +72.9% | 38,891 | $1.2M |
| Caxton Associates LP | 0.04% | Add +140.8% | 37,611 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.1% | 37,573 | $1.2M |
| ProShare Advisors LLC | 0.00% | Add +41.3% | 36,970 | $1.1M |
| New Age Alpha Advisors, LLC | 0.04% | New | 35,468 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.9% | 35,405 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -3.8% | 33,779 | $1.0M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 32,693 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +0.4% | 32,342 | $1.0M |
| UniSuper Management Pty Ltd | 0.01% | No change | 31,500 | $975K |
| Louisiana State Employees Retirement System | 0.02% | No change | 31,200 | $966K |
| Quantbot Technologies LP | 0.03% | Reduce -76.8% | 30,685 | $950K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +1.1% | 30,360 | $940K |
| Engineers Gate Manager LP | 0.02% | Reduce -59.7% | 29,809 | $923K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -9.2% | 28,007 | $876K |
| Pathstone Holdings, LLC | 0.00% | Add +307.8% | 27,859 | $863K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Reduce -92.7% | 27,857 | $862K |
| Westpac Banking Corp. | 0.06% | Add +34.8% | 27,782 | $860K |
| AXA S.A. | 0.00% | Add +250.4% | 27,508 | $851K |
| Convergence Investment Partners, LLC | 0.19% | New | 27,450 | $850K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -52.0% | 26,668 | $825K |
| State of Michigan Retirement System | 0.00% | Reduce -0.4% | 26,613 | $824K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 26,964 | $823K |
| Prudential Financial Inc. | 0.00% | Add +22.4% | 26,341 | $815K |
| IFM Investors Pty Ltd | 0.01% | Add +0.4% | 26,081 | $807K |
| BNP Paribas Financial Markets | 0.00% | Reduce -67.4% | 25,506 | $789K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 24,995 | $774K |
| Van Eck Associates Corp. | 0.00% | Add +10.8% | 24,477 | $758K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 23,968 | $742K |
| Sterling Capital Management LLC | 0.01% | Add +15.9% | 23,665 | $732K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +17.9% | 23,611 | $731K |
| Fox Run Management, L.L.C. | 0.13% | Add +58.1% | 23,316 | $722K |
| New Mexico Educational Retirement Board | 0.02% | No change | 23,000 | $712K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 22,898 | $709K |
| KLP Kapitalforvaltning As | 0.00% | — | 22,500 | $702K |
| Pacer Advisors, Inc. | 0.00% | Reduce -35.2% | 22,301 | $690K |
| M&T Bank Corp | 0.00% | Add +3.1% | 21,889 | $677K |
| American Century Companies Inc. | 0.00% | Add +8.1% | 21,328 | $660K |
| Keybank National Association | 0.00% | Reduce -4.6% | 21,216 | $657K |
| STRS Ohio | 0.00% | No change | 21,100 | $653K |
| Meritage Portfolio Management | 0.04% | Add +12.2% | 20,104 | $622K |
| Boothbay Fund Management, LLC | 0.02% | New | 19,530 | $604K |
| XTX Topco Ltd | 0.05% | New | 18,666 | $578K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.7% | 18,365 | $568K |
| Adelante Capital Management LLC | 0.04% | Reduce -0.1% | 18,329 | $567K |
| Groupe la Francaise | 0.01% | — | 18,233 | $562K |
| Corient Private Wealth LP | 0.00% | Reduce -4.0% | 17,792 | $551K |
| Carmel Capital Partners, LLC | 0.22% | Add +1.5% | 17,558 | $543K |
| Bailard, Inc. | 0.01% | No change | 17,400 | $539K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +4.0% | 16,600 | $515K |
| Xponance LLC | 0.00% | Add +5.9% | 16,157 | $500K |
| Cornercap Investment Counsel Inc. | 0.16% | No change | 15,916 | $493K |
| Nomura Holdings Inc. | 0.00% | New | 14,895 | $461K |
| Neuberger Berman Group LLC | 0.00% | Reduce -30.5% | 13,914 | $431K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.3% | 13,651 | $423K |
| Cerity Partners LLC | 0.00% | Reduce -16.1% | 13,661 | $422K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +78.5% | 13,590 | $421K |
| State of Wyoming | 0.05% | New | 13,365 | $414K |
| Atria Investments, Inc | 0.01% | Reduce -0.7% | 13,166 | $408K |
| Federated Hermes, Inc. | 0.00% | Reduce -31.1% | 12,913 | $400K |
| Metis Global Partners, LLC | 0.01% | Add +11.4% | 12,893 | $399K |
| Moors & Cabot, Inc. | 0.02% | Add +16.0% | 11,607 | $359K |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -54.6% | 11,545 | $357K |
| Blue Trust, Inc. | 0.00% | Reduce -18.6% | 11,416 | $353K |
| Captrust Financial Advisors | 0.00% | Reduce -4.8% | 11,177 | $346K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.4% | 10,666 | $330K |
| Cibc World Markets Corp. | 0.00% | New | 10,536 | $326K |
| Bokf, NA | 0.01% | Add +7050.3% | 11,083 | $324K |
| EntryPoint Capital, LLC | 0.14% | New | 10,449 | $323K |
| Centiva Capital, LP | 0.01% | Reduce -65.5% | 9,773 | $302K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,532 | $295K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | Reduce -99.0% | 9,230 | $286K |
| Connable Office Inc. | 0.03% | No change | 9,225 | $286K |
| Ar Asset Management Inc. | 0.06% | No change | 9,100 | $282K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 8,816 | $273K |
| Integrated Investment Consultants, LLC | 0.05% | Add +0.6% | 8,597 | $266K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.7% | 8,502 | $263K |
| Stifel Financial Corp. | 0.00% | Reduce -8.0% | 8,384 | $259K |
| Renaissance Group LLC | 0.01% | New | 8,324 | $257K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -10.6% | 8,077 | $250K |
| Arkadios Wealth Advisors | 0.01% | Add +3.8% | 8,060 | $249K |
| Graham Capital Management, L.P. | 0.01% | Reduce -87.7% | 8,053 | $249K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -5.5% | 7,856 | $243K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,421 | $230K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.1% | 7,397 | $229K |
| FJ Capital Management LLC | 0.03% | New | 7,174 | $222K |
| Point72 Asset Management | 0.00% | Reduce -71.2% | 7,000 | $217K |
| Creative Planning | 0.00% | New | 6,879 | $213K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 6,596 | $204K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 6,573 | $203K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -17.4% | 6,194 | $192K |
| Point72 (DIFC) Ltd | 0.02% | Reduce -13.7% | 5,928 | $183K |
| Smartleaf Asset Management LLC | 0.02% | Add +3.5% | 5,615 | $173K |
| KBC Group NV | 0.00% | Add +33.4% | 5,081 | $157K |
| Spirit of America Management Corp. | 0.03% | Add +25.0% | 5,000 | $155K |
| Clearstead Advisors, LLC | 0.00% | Reduce -27.6% | 4,193 | $130K |
| Meeder Asset Management Inc. | 0.01% | New | 3,553 | $110K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -43.8% | 3,407 | $105K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -28.1% | 3,144 | $98K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -5.5% | 3,121 | $93K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,000 | $93K |
| USA Financial Formulas | 0.01% | New | 2,917 | $90K |
| Osaic Holdings, Inc. | 0.00% | Add +33.6% | 2,614 | $81K |
| FIL Ltd | 0.00% | Add +17.8% | 2,591 | $80K |
| Bessemer Group Inc. | 0.00% | Reduce -56.8% | 2,296 | $71K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 2,200 | $68K |
| GF Fund Management Co. LTD. | 0.00% | — | 2,047 | $63K |
| Quadrant Capital Group LLC | 0.00% | Add +6.9% | 1,916 | $59K |
| Caitong International Asset Management Co., Ltd | 0.05% | — | 1,776 | $55K |
| US Bancorp \de | 0.00% | Reduce -20.2% | 1,762 | $55K |
| Heritage Wealth Advisors | 0.00% | No change | 1,600 | $50K |
| GAMMA Investing LLC | 0.00% | Add +77.8% | 1,403 | $43K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -62.0% | 1,357 | $42K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.1% | 1,314 | $41K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,224 | $38K |
| Parallel Advisors, LLC | 0.00% | Add +247.4% | 1,018 | $32K |
| Versant Capital Management, Inc | 0.00% | Add +7030.0% | 713 | $22K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 690 | $21K |
| Quarry LP | 0.00% | Reduce -64.6% | 587 | $18K |
| Jones Financial Companies LLLP | 0.00% | Add +182.2% | 556 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 508 | $16K |
| Valley National Advisers Inc. | 0.00% | No change | 500 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 467 | $14K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 400 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +41.3% | 356 | $11K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.6% | 348 | $11K |
| Avior Wealth Management, LLC | 0.00% | Add +1382.6% | 341 | $11K |
| Private Trust Co. NA | 0.00% | No change | 327 | $10K |
| WPG Advisers, LLC | 0.01% | — | 320 | $10K |
| Lindbrook Capital, LLC | 0.00% | Add +39.5% | 279 | $9K |
| Princeton Global Asset Management LLC | 0.00% | No change | 275 | $9K |
| Mather Group, Llc. | 0.00% | New | 268 | $8K |
| UMB Bank, n.a. | 0.00% | New | 254 | $8K |
| TCTC Holdings, LLC | 0.00% | New | 245 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +500.0% | 198 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 176 | $5K |
| Rothschild Investment LLC | 0.00% | Add +26.1% | 145 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 150 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +232.6% | 143 | $4K |
| True Wealth Design, LLC | 0.00% | No change | 127 | $4K |
| Allworth Financial LP | 0.00% | Add +66.2% | 123 | $4K |
| WASHINGTON TRUST Co | 0.00% | Reduce -4.9% | 117 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.3% | 115 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 95 | $3K |
| Signaturefd, LLC | 0.00% | No change | 89 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +36.5% | 86 | $3K |
| Quent Capital, LLC | 0.00% | New | 67 | $2K |
| IFP Advisors, Inc | 0.00% | Add +7.5% | 57 | $2K |
| Huntington National Bank | 0.00% | Add +29.6% | 57 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 53 | $2K |
| MAI Capital Management | 0.00% | New | 52 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -10.5% | 51 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 51 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -15.1% | 45 | $1K |
| Sierra Ocean, LLC | 0.00% | — | 43 | $1K |
| Hemington Wealth Management | 0.00% | No change | 63 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 38 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 28 | $867 |
| Brooklyn Investment Group | 0.00% | New | 23 | $712 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 20 | $619 |
| Dunhill Financial, LLC | 0.00% | No change | 8 | $235 |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -98.5% | 6 | $186 |
| CoreCap Advisors, LLC | 0.00% | Reduce -98.9% | 3 | $83 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $31 |
| Covestor Ltd | 0.00% | Reduce -6.7% | 14 | $0 |
"% of holder's portfolio" is CDP's weight in each manager's 13F, not the share of Copt Defense Properties the manager owns.