Copt Defense PropertiesCDP
13F holders, Q1 2025 (March 31)301holders −1
30new positions
30sold out
6famous investors
$27.29avg. 13F price*
At the end of Q1 2025, 301 institutions reported holding Copt Defense Properties (CDP) in their 13F filings, down 1 from Q4 2024. 30 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($508.4M), Vanguard Group Inc. ($462.3M) and Alliancebernstein L.P. ($186.4M). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $46.5M |
| Exits | 30 | $41.9M |
All 13F filers, Q4 2024 → Q1 2025: 9,102,042 shares bought and 8,538,261 shares sold, net +563,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| BlackRock, Inc. | 0.01% | Add +1.6% | 18,644,237 | $508.4M |
| Vanguard Group Inc. | 0.01% | Reduce -0.8% | 16,951,358 | $462.3M |
| Alliancebernstein L.P. | 0.07% | Add +9.4% | 6,834,820 | $186.4M |
| State Street Corp. | 0.01% | Add +0.8% | 6,498,436 | $179.1M |
| Earnest Partners LLC | 0.62% | Reduce -1.4% | 4,727,853 | $128.9M |
| Westwood Holdings Group Inc. | 0.76% | Add +25.7% | 3,627,108 | $98.9M |
| JPMorgan Chase & Co. | 0.01% | Add +7.1% | 3,517,457 | $95.9M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 3,056,317 | $83.4M |
| Channing Capital Management, LLC | 2.47% | Reduce -3.6% | 3,002,799 | $81.9M |
| FMR LLC | 0.00% | Reduce -10.2% | 2,783,730 | $75.9M |
| Bank of America Corp. | 0.01% | Reduce -10.2% | 2,445,778 | $66.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 2,318,998 | $63.2M |
| Sei Investments Co. | 0.07% | Reduce -2.4% | 2,088,395 | $57.0M |
| Balyasny Asset Management L.P. | 0.14% | Add +381.1% | 2,036,738 | $55.5M |
| Principal Financial Group Inc. | 0.03% | Add +2.0% | 1,945,257 | $53.0M |
| Nuveen, LLC | 0.02% | — | 1,931,765 | $52.7M |
| Northern Trust Corp. | 0.01% | Reduce -1.9% | 1,704,722 | $46.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.6% | 1,635,495 | $44.6M |
| CBRE Investment Management Listed Real Assets LLC | 0.59% | Add +21.2% | 1,403,647 | $38.3M |
| Norges Bank | 0.01% | Reduce -6.0% | 1,389,129 | $37.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.4% | 1,137,012 | $31.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Add +8.1% | 1,006,564 | $27.4M |
| Frontier Capital Management Co. LLC | 0.30% | Reduce -26.4% | 1,000,266 | $27.3M |
| Morgan Stanley | 0.00% | Reduce -25.3% | 1,000,007 | $27.3M |
| AQR Capital Management | 0.03% | Reduce -16.6% | 920,183 | $25.1M |
| Victory Capital Management Inc. | 0.02% | Reduce -75.5% | 861,076 | $23.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +5.0% | 834,042 | $22.7M |
| Legal & General Group Plc | 0.01% | Add +1.8% | 769,418 | $21.0M |
| Fort Washington Investment Advisors Inc. | 0.13% | Add +11.0% | 763,547 | $20.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.5% | 731,290 | $19.9M |
| Woodline Partners LP | 0.13% | Add +130.6% | 729,014 | $19.9M |
| Jupiter Asset Management Ltd. | 0.19% | New | 723,753 | $19.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +9.9% | 711,833 | $19.4M |
| Invesco Ltd. | 0.00% | Add +8.7% | 678,360 | $18.5M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.5% | 648,350 | $17.7M |
| Lasalle Investment Management Securities LLC | 0.72% | Add +10.9% | 604,171 | $16.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +6.6% | 600,047 | $16.4M |
| Qube Research & Technologies Ltd | 0.02% | Add +301.7% | 569,027 | $15.5M |
| Clearbridge Investments, LLC | 0.01% | Reduce -17.8% | 558,133 | $15.2M |
| Citadel Advisors | 0.01% | Add +3.9% | 526,859 | $14.4M |
| Leeward Investments, LLC - MA | 0.76% | Reduce -3.7% | 520,901 | $14.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.7% | 510,147 | $13.9M |
| Retirement Systems of Alabama | 0.05% | Add +0.0% | 497,394 | $13.6M |
| Algert Global LLC | 0.33% | Add +2.3% | 495,157 | $13.5M |
| UBS Group AG | 0.00% | Add +103.8% | 437,606 | $11.9M |
| Rhumbline Advisers | 0.01% | Reduce -1.5% | 391,603 | $10.7M |
| Nordea Investment Management AB | 0.01% | Add +0.1% | 377,116 | $10.4M |
| Renaissance Technologies | 0.02% | Add +707.8% | 376,600 | $10.3M |
| State of Wisconsin Investment Board | 0.02% | Add +1.1% | 331,197 | $9.0M |
| Citigroup Inc. | 0.01% | Add +117.2% | 313,668 | $8.6M |
| Cubist Systematic Strategies, LLC | 0.11% | Reduce -10.4% | 307,274 | $8.4M |
| Natixis Advisors, LLC | 0.01% | Add +8.4% | 285,366 | $7.8M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 284,391 | $7.8M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -0.1% | 268,480 | $7.3M |
| Voya Investment Management LLC | 0.01% | Add +28.5% | 263,777 | $7.2M |
| Schonfeld Strategic Advisors LLC | 0.05% | New | 261,608 | $7.1M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -8.6% | 252,135 | $6.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +5.1% | 239,432 | $6.5M |
| Asset Management One Co., Ltd. | 0.02% | Add +1.4% | 237,177 | $6.5M |
| Kennedy Capital Management LLC | 0.15% | Add +51.8% | 233,129 | $6.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -34.5% | 231,333 | $6.3M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +1.5% | 223,458 | $6.1M |
| Swiss National Bank | 0.00% | Reduce -1.5% | 218,300 | $6.0M |
| Man Group plc | 0.02% | Add +71.3% | 216,905 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +152.4% | 214,122 | $5.8M |
| Barclays PLC | 0.00% | Reduce -51.4% | 212,853 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 212,366 | $5.8M |
| Edgestream Partners, L.P. | 0.20% | Add +67.2% | 211,468 | $5.8M |
| Wells Fargo & Company | 0.00% | Reduce -15.6% | 211,202 | $5.8M |
| HSBC Holdings PLC | 0.00% | Add +62.0% | 200,191 | $5.5M |
| First Trust Advisors LP | 0.00% | Add +79.3% | 192,262 | $5.2M |
| Dark Forest Capital Management LP | 0.24% | New | 189,389 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.5% | 185,736 | $5.1M |
| D. E. Shaw & Co. | 0.01% | Add +50.4% | 179,568 | $4.9M |
| Corebridge Financial, Inc. | 0.03% | Reduce -2.1% | 178,633 | $4.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +6.8% | 162,213 | $4.4M |
| New York State Teachers Retirement System | 0.01% | Reduce 0.0% | 150,163 | $4.1M |
| Cramer Rosenthal McGlynn LLC | 0.29% | Reduce -0.2% | 149,520 | $4.1M |
| Deutsche Bank AG | 0.00% | Reduce -50.7% | 139,735 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +151.0% | 133,034 | $3.6M |
| Millennium Management | 0.00% | Reduce -87.3% | 130,363 | $3.6M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.7% | 130,289 | $3.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.3% | 126,061 | $3.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 122,399 | $3.3M |
| Two Sigma Investments, LP | 0.01% | Add +172.3% | 120,916 | $3.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | — | 120,467 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -54.4% | 118,716 | $3.2M |
| Ontario Teachers Pension Plan Board | 0.05% | Add +881.4% | 113,307 | $3.1M |
| Wedge Capital Management L L P | 0.06% | Reduce -35.7% | 109,307 | $3.0M |
| Vestcor Inc | 0.10% | Add +7.7% | 108,993 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +12.1% | 104,602 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 103,733 | $2.8M |
| Dana Investment Advisors, Inc. | 0.09% | Reduce -1.1% | 96,822 | $2.6M |
| Gsa Capital Partners LLP | 0.23% | Add +70.1% | 91,881 | $2.5M |
| Campbell & CO Investment Adviser LLC | 0.19% | Add +49.0% | 90,374 | $2.5M |
| Employees Retirement System of Texas | 0.03% | New | 90,000 | $2.5M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -0.1% | 89,538 | $2.4M |
| Franklin Resources Inc. | 0.00% | Add +2.7% | 87,071 | $2.4M |
| AlphaQuest LLC | 0.25% | Add +8503100.0% | 85,032 | $2.3M |
| Brown Advisory Inc. | 0.00% | No change | 83,942 | $2.3M |
| Greenland Capital Management LP | 0.39% | New | 81,192 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.4% | 80,707 | $2.2M |
| Knights of Columbus Asset Advisors LLC | 0.15% | Reduce -17.5% | 79,445 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.7% | 78,335 | $2.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.6% | 77,069 | $2.1M |
| Macquarie Group Ltd. | 0.00% | Reduce -8.1% | 76,581 | $2.1M |
| Jennison Associates LLC | 0.00% | Add +58.9% | 75,997 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +9.2% | 75,489 | $2.1M |
| Sapience Investments, LLC | 1.44% | Reduce -12.9% | 73,952 | $2.0M |
| Graham Capital Management, L.P. | 0.09% | Add +796.3% | 72,181 | $2.0M |
| Centersquare Investment Management LLC | 0.02% | Add +0.4% | 72,140 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.2% | 67,547 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 67,030 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | No change | 65,104 | $1.8M |
| Daiwa Securities Group Inc. | 0.01% | Add +34.7% | 63,426 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +3.3% | 63,294 | $1.7M |
| Amundi | 0.00% | Add +6.9% | 64,851 | $1.7M |
| Presima Securities ULC | 0.37% | Add +1.5% | 61,316 | $1.7M |
| Vident Advisory, LLC | 0.02% | Reduce -0.3% | 58,947 | $1.6M |
| Martingale Asset Management L P | 0.04% | Reduce -44.8% | 58,456 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.6% | 57,887 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +9.0% | 57,480 | $1.6M |
| Caxton Associates LLP | 0.05% | — | 55,617 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 51,349 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -0.7% | 50,151 | $1.4M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +8.8% | 48,994 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 48,552 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.41% | Reduce -0.1% | 47,731 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 47,072 | $1.3M |
| Capital Fund Management S.A. | 0.02% | New | 46,941 | $1.3M |
| New Age Alpha Advisors, LLC | 0.06% | Add +31.6% | 46,684 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +15.1% | 45,855 | $1.3M |
| Sheaff Brock Investment Advisors, LLC | 0.11% | Reduce -0.8% | 44,022 | $1.2M |
| HRT Financial LP | 0.01% | Reduce -22.4% | 43,151 | $1.2M |
| Aberdeen Group plc | 0.00% | Add +6.1% | 41,275 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 39,881 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.8% | 38,450 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +37.3% | 38,247 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 37,573 | $1.0M |
| SG Americas Securities, LLC | 0.00% | New | 33,971 | $926K |
| Fifth Third Bancorp | 0.00% | Reduce -16.0% | 33,695 | $919K |
| Squarepoint Ops LLC | 0.00% | New | 32,552 | $888K |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 32,326 | $882K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.4% | 32,204 | $878K |
| Bank of Montreal | 0.00% | Reduce -54.0% | 31,904 | $870K |
| Louisiana State Employees Retirement System | 0.02% | Add +1.0% | 31,500 | $859K |
| UniSuper Management Pty Ltd | 0.01% | No change | 31,500 | $859K |
| KLP Kapitalforvaltning As | 0.00% | Add +38.2% | 31,100 | $856K |
| Inceptionr LLC | 0.25% | New | 30,534 | $833K |
| Prudential Financial Inc. | 0.00% | Add +15.0% | 30,301 | $826K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.1% | 30,042 | $819K |
| Exchange Traded Concepts, LLC | 0.01% | New | 29,686 | $810K |
| ProShare Advisors LLC | 0.00% | Reduce -21.1% | 29,165 | $795K |
| Cwm, LLC | 0.00% | Reduce -16.2% | 28,298 | $772K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 27,857 | $760K |
| M&T Bank Corp | 0.00% | Add +23.5% | 27,034 | $737K |
| State of Michigan Retirement System | 0.00% | Add +1.1% | 26,913 | $734K |
| Westpac Banking Corp. | 0.05% | Reduce -3.5% | 26,797 | $731K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.3% | 26,577 | $725K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 26,964 | $722K |
| Van Eck Associates Corp. | 0.00% | Add +6.8% | 26,143 | $713K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -8.6% | 25,605 | $707K |
| Fox Run Management, L.L.C. | 0.11% | Add +9.9% | 25,637 | $699K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -28.1% | 25,457 | $694K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 25,007 | $682K |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 24,983 | $681K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 23,968 | $654K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 23,611 | $644K |
| New Mexico Educational Retirement Board | 0.02% | No change | 23,000 | $627K |
| AXA S.A. | 0.00% | Reduce -16.5% | 22,973 | $626K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.4% | 22,798 | $622K |
| Engineers Gate Manager LP | 0.01% | Reduce -24.1% | 22,629 | $617K |
| IFM Investors Pty Ltd | 0.01% | Reduce -13.3% | 22,613 | $617K |
| Point72 Asset Management | 0.00% | Add +220.6% | 22,444 | $612K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.1% | 22,066 | $602K |
| Verition Fund Management LLC | 0.00% | Reduce -67.9% | 21,379 | $583K |
| STRS Ohio | 0.00% | No change | 21,100 | $575K |
| Sterling Capital Management LLC | 0.01% | Reduce -11.0% | 21,063 | $574K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -50.7% | 20,864 | $569K |
| Los Angeles Capital Management LLC | 0.00% | Add +164.8% | 20,799 | $567K |
| BNP Paribas Financial Markets | 0.00% | Reduce -23.1% | 19,626 | $535K |
| HighTower Advisors, LLC | 0.00% | Add +6.6% | 19,575 | $534K |
| American Century Companies Inc. | 0.00% | Reduce -11.6% | 18,862 | $514K |
| Groupe la Francaise | 0.01% | No change | 18,233 | $494K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 17,848 | $487K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.3% | 17,517 | $478K |
| Bailard, Inc. | 0.01% | No change | 17,400 | $474K |
| Carmel Capital Partners, LLC | 0.19% | Reduce -1.0% | 17,378 | $474K |
| Federated Hermes, Inc. | 0.00% | Add +33.5% | 17,232 | $470K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +2.4% | 16,997 | $464K |
| Polymer Capital Management (US) LLC | 0.14% | New | 16,807 | $458K |
| Teacher Retirement System of Texas | 0.00% | Reduce -72.3% | 16,475 | $449K |
| Xponance LLC | 0.00% | Add +1.0% | 16,314 | $445K |
| Cambria Investment Management, L.P. | 0.03% | New | 16,023 | $437K |
| Metis Global Partners, LLC | 0.01% | Add +10.5% | 14,251 | $389K |
| State of Wyoming | 0.05% | Add +5.1% | 14,048 | $383K |
| Neuberger Berman Group LLC | 0.00% | Add +0.9% | 14,035 | $383K |
| Atria Investments, Inc | 0.00% | Reduce -2.9% | 12,791 | $349K |
| Blue Trust, Inc. | 0.00% | Add +7.9% | 12,318 | $336K |
| Quantbot Technologies LP | 0.01% | Reduce -60.4% | 12,145 | $331K |
| Spirit of America Management Corp. | 0.07% | Add +140.0% | 12,000 | $327K |
| Arkadios Wealth Advisors | 0.01% | Add +43.6% | 11,575 | $316K |
| Captrust Financial Advisors | 0.00% | Add +2.0% | 11,402 | $311K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.6% | 11,307 | $308K |
| Bokf, NA | 0.01% | Reduce -0.2% | 11,058 | $302K |
| EntryPoint Capital, LLC | 0.13% | Reduce -2.4% | 10,197 | $278K |
| XTX Topco Ltd | 0.01% | Reduce -45.5% | 10,179 | $278K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -4.7% | 10,168 | $277K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,532 | $260K |
| EP Wealth Advisors, LLC | 0.00% | Add +24.9% | 9,265 | $253K |
| Connable Office Inc. | 0.03% | No change | 9,225 | $252K |
| Ar Asset Management Inc. | 0.06% | No change | 9,100 | $248K |
| Centiva Capital, LP | 0.01% | Reduce -7.8% | 9,011 | $246K |
| Two Sigma Advisers, LP | 0.00% | New | 9,000 | $245K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.8% | 8,656 | $236K |
| Integrated Investment Consultants, LLC | 0.05% | Reduce -0.3% | 8,574 | $234K |
| Securian Asset Management, Inc. | 0.01% | No change | 8,502 | $232K |
| Beverly Hills Private Wealth, LLC | 0.05% | Add +3.1% | 8,327 | $227K |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 8,269 | $226K |
| Mackenzie Financial Corp. | 0.00% | Add +0.0% | 7,398 | $202K |
| Gallacher Capital Management LLC | 0.10% | New | 7,372 | $201K |
| Central Pacific Bank - Trust Division | 0.03% | Add +10.7% | 6,854 | $187K |
| Quadrant Capital Group LLC | 0.01% | Add +235.3% | 6,424 | $175K |
| M&G PLC | 0.00% | New | 6,064 | $164K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -1.3% | 5,544 | $151K |
| KBC Group NV | 0.00% | No change | 5,081 | $139K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.7% | 4,395 | $120K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.3% | 4,371 | $119K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,193 | $114K |
| US Bancorp \de | 0.00% | Add +114.0% | 3,770 | $103K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.2% | 3,044 | $83K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,000 | $82K |
| Headlands Technologies LLC | 0.01% | New | 2,711 | $74K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 2,200 | $60K |
| GF Fund Management Co. LTD. | 0.00% | Add +4.3% | 2,134 | $58K |
| Brooklyn Investment Group | 0.01% | Add +9030.4% | 2,100 | $57K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.4% | 2,001 | $55K |
| Bessemer Group Inc. | 0.00% | Reduce -13.4% | 1,988 | $54K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Add +18.5% | 1,608 | $44K |
| Heritage Wealth Advisors | 0.00% | No change | 1,600 | $44K |
| FIL Ltd | 0.00% | Reduce -43.5% | 1,463 | $40K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,458 | $40K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,224 | $33K |
| Quarry LP | 0.01% | Add +102.0% | 1,186 | $32K |
| UMB Bank, n.a. | 0.00% | Add +321.6% | 1,071 | $29K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +16716.7% | 1,009 | $27K |
| GAMMA Investing LLC | 0.00% | Reduce -32.8% | 943 | $26K |
| Versant Capital Management, Inc | 0.00% | No change | 713 | $19K |
| Parkside Financial Bank & Trust | 0.00% | Add +525.6% | 538 | $15K |
| TCTC Holdings, LLC | 0.00% | Add +115.1% | 527 | $14K |
| Rise Advisors, LLC | 0.01% | Reduce -26.1% | 510 | $14K |
| Geneos Wealth Management Inc. | 0.00% | Add +43.7% | 500 | $14K |
| Bayforest Capital Ltd | 0.01% | New | 493 | $13K |
| Valley National Advisers Inc. | 0.00% | No change | 500 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 467 | $13K |
| Lindbrook Capital, LLC | 0.00% | Add +66.7% | 465 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +27.0% | 452 | $12K |
| Loomis Sayles & Co. L P | 0.00% | New | 437 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 419 | $11K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 400 | $11K |
| Hantz Financial Services, Inc. | 0.00% | New | 375 | $10K |
| Private Trust Co. NA | 0.00% | Add +10.7% | 362 | $10K |
| Jones Financial Companies LLLP | 0.00% | Reduce -35.1% | 361 | $10K |
| WPG Advisers, LLC | 0.01% | Add +3.8% | 332 | $9K |
| Costello Asset Management, INC | 0.00% | New | 281 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 275 | $7K |
| Mather Group, Llc. | 0.00% | No change | 268 | $7K |
| Allworth Financial LP | 0.00% | Add +96.8% | 242 | $6K |
| Sierra Ocean, LLC | 0.00% | Add +386.1% | 209 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +9.7% | 193 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -82.7% | 176 | $5K |
| Rothschild Investment LLC | 0.00% | Add +6.9% | 155 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 150 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.7% | 132 | $4K |
| WASHINGTON TRUST Co | 0.00% | No change | 117 | $3K |
| Pandora Wealth, Inc. | 0.00% | — | 117 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -41.4% | 116 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 115 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 95 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +84.3% | 94 | $3K |
| Signaturefd, LLC | 0.00% | No change | 89 | $2K |
| Optiver Holding B.V. | 0.00% | New | 87 | $2K |
| MAI Capital Management | 0.00% | Add +61.5% | 84 | $2K |
| 1 North Wealth Services LLC | 0.00% | New | 70 | $2K |
| Huntington National Bank | 0.00% | Add +22.8% | 70 | $2K |
| Parvin Asset Management, LLC | 0.00% | New | 69 | $2K |
| Quent Capital, LLC | 0.00% | No change | 67 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 57 | $2K |
| SVB Wealth LLC | 0.00% | New | 55 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 45 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 51 | $1K |
| Kestra Investment Management, LLC | 0.00% | New | 39 | $1K |
| Hemington Wealth Management | 0.00% | No change | 63 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 38 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 30 | $819 |
| Farther Finance Advisors, LLC | 0.00% | No change | 28 | $762 |
| True Wealth Design, LLC | 0.00% | Reduce -89.0% | 14 | $382 |
| Greenline Partners, LLC | 0.00% | New | 4 | $109 |
| CoreCap Advisors, LLC | 0.00% | No change | 3 | $74 |
| Covestor Ltd | 0.00% | Reduce -50.0% | 7 | $0 |
"% of holder's portfolio" is CDP's weight in each manager's 13F, not the share of Copt Defense Properties the manager owns.