Copt Defense PropertiesCDP

13F holders, Q2 2025 (June 30)
302holders +1
30new positions
28sold out
7famous investors
$27.59avg. 13F price*

At the end of Q2 2025, 302 institutions reported holding Copt Defense Properties (CDP) in their 13F filings, up 1 from Q1 2025. 30 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($502.2M), Vanguard Group Inc. ($463.2M) and Alliancebernstein L.P. ($199.7M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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

0100200300400 Q1 2024: 268Q1 2024Q2 2024: 263Q2 2024Q3 2024: 291Q3 2024Q4 2024: 302Q4 2024Q1 2025: 301Q1 2025Q2 2025: 302Q2 2025Q3 2025: 308Q3 2025Q4 2025: 307Q4 2025Q1 2026: 323Q1 2026Q2 2026: 327Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions30$38.4M
Exits28$34.3M

All 13F filers, Q1 2025 → Q2 2025: 6,808,708 shares bought and 6,752,952 shares sold, net +55,756 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 302 holders

BlackRock, Inc. 0.01% Reduce -2.3% 18,207,043 $502.2M
Vanguard Group Inc. 0.01% Reduce -0.9% 16,794,132 $463.2M
Alliancebernstein L.P. 0.07% Add +6.0% 7,241,437 $199.7M
State Street Corp. 0.01% Reduce -0.3% 6,477,770 $180.6M
Earnest Partners LLC 0.59% Add +0.7% 4,758,937 $131.3M
Westwood Holdings Group Inc. 0.73% Reduce -0.1% 3,621,591 $99.9M
JPMorgan Chase & Co. 0.01% Reduce -5.8% 3,312,515 $91.4M
Geode Capital Management, LLC 0.01% Add +1.5% 3,101,692 $85.6M
FMR LLC 0.00% Add +3.4% 2,879,512 $79.4M
Bank of America Corp. 0.01% Add +5.4% 2,577,065 $71.1M
Nuveen, LLC 0.02% Add +32.1% 2,551,897 $70.4M
Channing Capital Management, LLC 1.85% Reduce -19.8% 2,407,003 $66.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.3% 2,313,248 $63.8M
Sei Investments Co. 0.07% Add +5.1% 2,194,240 $60.5M
Principal Financial Group Inc. 0.03% Reduce -1.9% 1,908,585 $52.6M
Balyasny Asset Management L.P. 0.11% Reduce -16.8% 1,694,825 $46.7M
Northern Trust Corp. 0.01% Reduce -3.5% 1,644,374 $45.4M
Dimensional Fund Advisors LP 0.01% Reduce -1.7% 1,607,321 $44.3M
AQR Capital Management 0.03% Add +60.0% 1,472,046 $40.4M
Norges Bank 0.00% Add +2.8% 1,427,511 $39.4M
Bank of New York Mellon Corp 0.01% Add +21.6% 1,382,445 $38.1M
CBRE Investment Management Listed Real Assets LLC 0.52% Reduce -12.2% 1,233,054 $34.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +14.3% 1,150,540 $31.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +24.2% 1,035,757 $28.6M
Morgan Stanley 0.00% Add +2.8% 1,027,816 $28.3M
Citadel Advisors 0.02% Add +76.1% 927,944 $25.6M
Frontier Capital Management Co. LLC 0.24% Reduce -7.8% 921,884 $25.4M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +14.3% 813,393 $22.4M
Legal & General Group Plc 0.01% Add +1.6% 782,114 $21.6M
Alyeska Investment Group, L.P. 0.07% New 759,375 $20.9M
Invesco Ltd. 0.00% Add +11.8% 758,513 $20.9M
Fort Washington Investment Advisors Inc. 0.11% Reduce -5.5% 721,724 $19.9M
Lasalle Investment Management Securities LLC 0.79% Add +16.5% 703,998 $19.4M
Schonfeld Strategic Advisors LLC 0.13% Add +147.4% 647,311 $17.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +1.9% 611,582 $16.9M
Qube Research & Technologies Ltd 0.02% Add +4.5% 594,818 $16.4M
Retirement Systems of Alabama 0.06% Add +19.5% 594,178 $16.4M
Jupiter Asset Management Ltd. 0.13% Reduce -20.4% 576,016 $15.9M
New York State Common Retirement Fund 0.02% Reduce -17.7% 533,639 $14.7M
Raymond James Financial Inc. 0.01% Add +2.8% 524,209 $14.5M
Leeward Investments, LLC - MA 0.73% Reduce -4.3% 498,782 $13.8M
Citigroup Inc. 0.01% Add +33.1% 417,661 $11.5M
Goldman Sachs Group Inc. 0.00% Reduce -43.5% 413,049 $11.4M
Rhumbline Advisers 0.01% Add +2.7% 402,218 $11.1M
Algert Global LLC 0.23% Reduce -20.6% 393,046 $10.8M
Nordea Investment Management AB 0.01% Reduce -0.4% 375,699 $10.3M
Allianz Asset Management GmbH 0.01% Add +51.3% 350,101 $9.7M
Natixis Advisors, LLC 0.01% Add +18.2% 337,293 $9.3M
State of Wisconsin Investment Board 0.02% Reduce -0.9% 328,358 $9.1M
Jane Street Group, LLC 0.01% Add +50.2% 321,686 $8.9M
Verition Fund Management LLC 0.05% Add +1396.3% 319,898 $8.8M
Clearbridge Investments, LLC 0.01% Reduce -44.8% 307,860 $8.5M
Cubist Systematic Strategies, LLC 0.09% Reduce -5.8% 289,605 $8.0M
State of Tennessee, Department of Treasury 0.03% Reduce -4.2% 272,480 $7.5M
Voya Investment Management LLC 0.01% Reduce -1.2% 260,730 $7.2M
Barclays PLC 0.00% Add +19.2% 253,681 $7.0M
Public Employees Retirement System of Ohio 0.02% Add +0.6% 253,679 $7.0M
CANADA LIFE ASSURANCE Co 0.01% Add +4.2% 249,527 $6.9M
Wells Fargo & Company 0.00% Add +16.8% 246,668 $6.8M
Marshall Wace, LLP 0.01% New 245,415 $6.8M
Victory Capital Management Inc. 0.00% Reduce -72.0% 241,486 $6.7M
Great Lakes Advisors, LLC 0.05% Reduce -11.7% 237,161 $6.5M
Two Sigma Investments, LP 0.01% Add +90.9% 230,866 $6.4M
Kennedy Capital Management LLC 0.15% Reduce -1.6% 229,341 $6.3M
Ontario Teachers Pension Plan Board 0.13% Add +98.6% 224,985 $6.2M
State of New Jersey Common Pension Fund D 0.02% Reduce -1.1% 220,949 $6.1M
Swiss National Bank 0.00% Reduce -1.2% 215,600 $5.9M
Envestnet Asset Management Inc. 0.00% Reduce -2.7% 206,548 $5.7M
Asset Management One Co., Ltd. 0.02% Reduce -13.2% 205,794 $5.7M
Dark Forest Capital Management LP 0.22% Add +4.2% 197,319 $5.4M
First Trust Advisors LP 0.00% Add +0.9% 193,924 $5.3M
Ameriprise Financial Inc. 0.00% Add +0.8% 187,197 $5.2M
Nomura Asset Management Co. Ltd. 0.01% Add +3.0% 167,013 $4.6M
New York State Teachers Retirement System 0.01% Add +7.1% 160,889 $4.4M
Davis Selected Advisers 0.02% New 147,490 $4.1M
Susquehanna International Group, LLP 0.01% Add +7.3% 142,727 $3.9M
Edgestream Partners, L.P. 0.10% Reduce -36.2% 134,924 $3.7M
Cramer Rosenthal McGlynn LLC 0.25% Reduce -10.8% 133,313 $3.7M
Franklin Resources Inc. 0.00% Add +50.5% 131,029 $3.6M
MetLife Investment Management, LLC 0.02% Add +0.5% 130,872 $3.6M
Deutsche Bank AG 0.00% Reduce -8.3% 128,183 $3.5M
Employees Retirement System of Texas 0.03% Add +35.6% 122,000 $3.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.5% 121,621 $3.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -2.0% 119,933 $3.3M
Dana Investment Advisors, Inc. 0.11% Add +20.8% 116,999 $3.2M
Wedge Capital Management L L P 0.05% Reduce -4.1% 104,800 $2.9M
California State Teachers Retirement System 0.00% Add +0.4% 104,190 $2.9M
HSBC Holdings PLC 0.00% Reduce -48.0% 104,172 $2.9M
Russell Investments Group, Ltd. 0.00% Reduce -12.9% 103,371 $2.9M
UBS Group AG 0.00% Reduce -77.1% 100,214 $2.8M
Vestcor Inc 0.08% Reduce -8.7% 99,489 $2.7M
Gsa Capital Partners LLP 0.19% Add +7.5% 98,814 $2.7M
Tudor Investment Corporation 0.02% New 90,775 $2.5M
Peapack Gladstone Financial Corp. 0.03% Reduce -1.4% 88,311 $2.4M
Royal Bank of Canada 0.00% Reduce -16.7% 87,106 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +9.7% 85,936 $2.4M
D. E. Shaw & Co. 0.00% Reduce -52.4% 85,458 $2.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +1.6% 81,958 $2.3M
Sapience Investments, LLC 1.51% Add +10.7% 81,847 $2.3M
Renaissance Technologies 0.00% Reduce -78.3% 81,800 $2.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.9% 80,811 $2.2M
Millennium Management 0.00% Reduce -38.1% 80,699 $2.2M
Brown Advisory Inc. 0.00% Reduce -4.0% 80,568 $2.2M
Knights of Columbus Asset Advisors LLC 0.13% Reduce -1.7% 78,126 $2.2M
Macquarie Group Ltd. 0.00% Add +0.6% 77,031 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +32.0% 75,854 $2.1M
Jennison Associates LLC 0.00% Reduce -1.5% 74,831 $2.1M
Martingale Asset Management L P 0.05% Add +27.9% 74,756 $2.1M
Man Group plc 0.00% Reduce -65.8% 74,211 $2.0M
Centersquare Investment Management LLC 0.02% Reduce -2.3% 70,500 $1.9M
State of Alaska, Department of Revenue 0.02% Add +0.5% 67,872 $1.9M
Federated Hermes, Inc. 0.00% Add +288.4% 66,936 $1.8M
Intech Investment Management LLC 0.02% Reduce -11.7% 66,661 $1.8M
Pathstone Holdings, LLC 0.01% Add +72.3% 65,881 $1.8M
Daiwa Securities Group Inc. 0.01% Add +3.6% 65,690 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +3.3% 65,350 $1.8M
Ameritas Investment Partners, Inc. 0.06% Reduce -1.6% 64,034 $1.8M
Presima Securities ULC 0.40% Add +2.0% 62,553 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.8% 62,497 $1.7M
Prudential Financial Inc. 0.00% Add +103.6% 61,700 $1.7M
Campbell & CO Investment Adviser LLC 0.10% Reduce -36.1% 57,762 $1.6M
Amundi 0.00% Reduce -15.1% 55,093 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -3.2% 56,019 $1.5M
Caxton Associates LLP 0.04% No change 55,617 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -55.3% 53,867 $1.5M
Two Sigma Advisers, LP 0.00% Add +475.6% 51,800 $1.4M
Janus Henderson Group PLC 0.00% No change 51,349 $1.4M
Amalgamated Bank 0.01% Reduce -1.3% 49,485 $1.4M
Resona Asset Management Co.,Ltd. 0.01% Reduce -7.6% 45,251 $1.3M
LPL Financial LLC 0.00% Reduce -7.5% 44,926 $1.2M
Neuberger Berman Group LLC 0.00% Add +218.5% 44,706 $1.2M
Allworth Financial LP 0.01% Add +17902.1% 43,565 $1.2M
Lazard Asset Management LLC 0.00% Reduce -16.0% 38,536 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -1.6% 37,836 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% No change 37,573 $1.0M
Handelsbanken Fonder AB 0.00% Reduce -7.3% 36,981 $1.0M
Vident Advisory, LLC 0.01% Reduce -38.8% 36,106 $996K
Squarepoint Ops LLC 0.00% Add +10.7% 36,043 $994K
Ensign Peak Advisors, Inc 0.00% Reduce -25.2% 35,222 $971K
Engineers Gate Manager LP 0.01% Add +54.5% 34,974 $965K
Aberdeen Group plc 0.00% Reduce -16.7% 34,396 $949K
Arizona State Retirement System 0.01% Add +1.9% 32,943 $909K
Fifth Third Bancorp 0.00% Reduce -2.9% 32,706 $902K
New Age Alpha Advisors, LLC 0.04% Reduce -30.1% 32,611 $899K
State Board of Administration of Florida Retirement System 0.00% No change 32,204 $888K
Louisiana State Employees Retirement System 0.02% Add +0.6% 31,700 $874K
UniSuper Management Pty Ltd 0.01% No change 31,500 $869K
KLP Kapitalforvaltning As 0.00% No change 31,100 $866K
Inceptionr LLC 0.20% Add +2.6% 31,344 $864K
Bank of Montreal 0.00% Reduce -4.9% 30,342 $837K
Exchange Traded Concepts, LLC 0.01% Add +1.9% 30,266 $835K
Horizon Investments, LLC 0.01% New 30,077 $830K
Cwm, LLC 0.00% Add +6.2% 30,041 $829K
Oppenheimer Asset Management Inc. 0.01% Reduce -1.9% 29,475 $813K
Van Eck Associates Corp. 0.00% Add +10.6% 28,914 $797K
ProShare Advisors LLC 0.00% Reduce -2.7% 28,376 $783K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 27,857 $768K
XTX Topco Ltd 0.03% Add +167.3% 27,213 $751K
State of Michigan Retirement System 0.00% Add +0.7% 27,113 $748K
DekaBank Deutsche Girozentrale 0.00% No change 26,964 $741K
Thrivent Financial for Lutherans 0.00% Add +0.6% 26,729 $737K
Quantbot Technologies LP 0.02% Add +117.6% 26,426 $729K
Police & Firemen's Retirement System of New Jersey 0.01% Add +6.0% 25,417 $701K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.6% 25,151 $694K
Westpac Banking Corp. 0.05% Reduce -7.2% 24,859 $686K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 23,611 $651K
Oregon Public Employees Retirement Fund 0.01% Add +1.3% 23,098 $637K
New Mexico Educational Retirement Board 0.02% No change 23,000 $634K
Cerity Partners LLC 0.00% New 22,589 $623K
M&T Bank Corp 0.00% Reduce -17.4% 22,321 $616K
Sterling Capital Management LLC 0.01% Add +5.4% 22,199 $612K
STRS Ohio 0.00% Add +1.9% 21,500 $593K
Sanctuary Advisors, LLC 0.00% Add +2.7% 21,428 $591K
Wealth Enhancement Advisory Services, LLC 0.00% Add +15.7% 20,265 $575K
Corient Private Wealth LP 0.00% Add +12.9% 20,160 $556K
Groupe la Francaise 0.01% Add +10.7% 20,178 $556K
Creative Planning 0.00% New 20,044 $553K
Ieq Capital, LLC 0.00% New 19,748 $545K
Nisa Investment Advisors, LLC 0.00% Reduce -24.8% 19,265 $539K
HighTower Advisors, LLC 0.00% Reduce -2.3% 19,131 $528K
American Century Companies Inc. 0.00% Reduce -1.1% 18,663 $515K
Metis Global Partners, LLC 0.01% Add +30.7% 18,620 $514K
Cambria Investment Management, L.P. 0.03% Add +15.0% 18,421 $508K
IFM Investors Pty Ltd 0.00% Reduce -19.2% 18,276 $504K
AXA S.A. 0.00% Reduce -20.6% 18,233 $503K
BNP Paribas Financial Markets 0.00% Reduce -11.1% 17,451 $481K
Bailard, Inc. 0.01% No change 17,400 $480K
Point72 Asset Management 0.00% Reduce -23.1% 17,258 $476K
Pictet Asset Management Holding SA 0.00% Reduce -32.6% 17,158 $473K
Teacher Retirement System of Texas 0.00% Add +4.0% 17,142 $473K
Nissay Asset Management Corp. /Japan 0.00% Add +0.7% 17,107 $472K
Xponance LLC 0.00% Reduce -0.0% 16,312 $450K
State of Wyoming 0.05% Add +14.2% 16,041 $442K
Tower Research Capital LLC (TRC) 0.01% Add +263.5% 15,977 $441K
Cibc World Markets Corp. 0.00% Reduce -43.8% 14,050 $387K
MQS Management LLC 0.21% New 13,928 $384K
Graham Capital Management, L.P. 0.01% Reduce -81.2% 13,588 $375K
Blue Trust, Inc. 0.00% Add +8.3% 13,343 $368K
Vanguard Personalized Indexing Management, LLC 0.00% Add +25.6% 12,775 $352K
Atria Investments, Inc 0.00% Reduce -3.9% 12,287 $339K
Arkadios Wealth Advisors 0.01% Add +4.8% 12,132 $335K
Spirit of America Management Corp. 0.07% No change 12,000 $331K
Captrust Financial Advisors 0.00% Add +1.9% 11,618 $320K
Bokf, NA 0.01% Add +1.9% 11,265 $311K
SG Americas Securities, LLC 0.00% Reduce -70.8% 9,907 $273K
Public Employees Retirement Association of Colorado 0.00% No change 9,532 $263K
EP Wealth Advisors, LLC 0.00% Add +2.5% 9,492 $262K
Bridgefront Capital, LLC 0.07% New 9,286 $256K
Connable Office Inc. 0.03% No change 9,225 $254K
Stifel Financial Corp. 0.00% Add +10.4% 9,131 $252K
Ar Asset Management Inc. 0.06% No change 9,100 $251K
Two Sigma Securities, LLC 0.03% New 9,097 $251K
Crossmark Global Holdings, Inc. 0.00% Add +1.5% 8,789 $242K
Carmel Capital Partners, LLC 0.08% Reduce -49.6% 8,752 $241K
Moors & Cabot, Inc. 0.01% Reduce -24.6% 8,526 $235K
Securian Asset Management, Inc. 0.01% No change 8,502 $234K
ZWJ Investment Counsel Inc. 0.01% New 8,268 $228K
Beverly Hills Private Wealth, LLC 0.04% Reduce -8.0% 7,662 $211K
Mackenzie Financial Corp. 0.00% Add +3.0% 7,617 $210K
Quantinno Capital Management LP 0.00% New 7,341 $202K
M&G PLC 0.00% Add +11.2% 6,740 $189K
Point72 (DIFC) Ltd 0.01% New 6,614 $182K
Central Pacific Bank - Trust Division 0.02% Reduce -8.3% 6,288 $173K
AlphaQuest LLC 0.01% Reduce -94.1% 5,017 $138K
PNC Financial Services Group, Inc. 0.00% Add +14.1% 4,988 $138K
FIL Ltd 0.00% Add +225.6% 4,763 $131K
Smartleaf Asset Management LLC 0.01% Reduce -17.3% 4,586 $127K
Clearstead Advisors, LLC 0.00% Add +4.6% 4,386 $121K
Brooklyn Investment Group 0.02% Add +107.7% 4,362 $120K
Rosenberg Matthew Hamilton 0.03% Add +81.8% 4,000 $110K
KBC Group NV 0.00% Reduce -24.0% 3,862 $107K
Hantz Financial Services, Inc. 0.00% Add +810.7% 3,415 $94K
Osaic Holdings, Inc. 0.00% Add +59.6% 3,193 $88K
Aster Capital Management (DIFC) Ltd 0.02% Add +202.6% 3,053 $84K
Wilmington Savings Fund Society, FSB 0.00% No change 3,000 $83K
Covestor Ltd 0.04% Add +36771.4% 2,581 $71K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -23.2% 2,338 $64K
GF Fund Management Co. LTD. 0.00% Reduce -6.7% 1,991 $55K
US Bancorp \de 0.00% Reduce -52.0% 1,810 $50K
EverSource Wealth Advisors, LLC 0.00% Add +1176.5% 1,685 $46K
Heritage Wealth Advisors 0.00% No change 1,600 $44K
Global Retirement Partners, LLC 0.00% — 1,569 $43K
GAMMA Investing LLC 0.00% Add +59.5% 1,504 $41K
NewEdge Advisors, LLC 0.00% No change 1,224 $34K
Loomis Sayles & Co. L P 0.00% Add +99.1% 870 $24K
Caitong International Asset Management Co., Ltd 0.02% New 798 $22K
UMB Bank, n.a. 0.00% Reduce -33.2% 715 $20K
Versant Capital Management, Inc 0.00% No change 713 $20K
Quarry LP 0.00% Reduce -42.4% 683 $19K
Bessemer Group Inc. 0.00% Reduce -68.3% 630 $17K
IFP Advisors, Inc 0.00% Add +886.0% 562 $16K
Rise Advisors, LLC 0.01% Add +1.2% 516 $14K
Headlands Technologies LLC 0.00% Reduce -81.5% 502 $14K
Valley National Advisers Inc. 0.00% No change 500 $13K
Parallel Advisors, LLC 0.00% Add +167.6% 471 $13K
Parkside Financial Bank & Trust 0.00% Reduce -13.0% 468 $13K
Wolff Wiese Magana LLC 0.01% No change 467 $13K
Geneos Wealth Management Inc. 0.00% Reduce -10.4% 448 $12K
Harbor Capital Advisors, Inc. 0.00% Reduce -0.4% 450 $12K
Essential Partners LLC 0.00% — 434 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 419 $12K
Jones Financial Companies LLLP 0.00% Add +10.3% 398 $11K
Fourth Dimension Wealth, LLC 0.00% No change 400 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 394 $11K
WPG Advisers, LLC 0.01% Add +2.1% 339 $9K
Costello Asset Management, INC 0.00% Add +1.4% 285 $8K
Princeton Global Asset Management LLC 0.00% No change 275 $8K
Raffa Wealth Management, LLC 0.00% New 234 $6K
Private Trust Co. NA 0.00% Reduce -36.2% 231 $6K
Rothschild Investment LLC 0.00% Add +38.7% 215 $6K
Clearstead Trust, LLC 0.00% New 202 $6K
Capital Advisors, Ltd. LLC 0.00% No change 186 $5K
Bell Investment Advisors, Inc 0.00% Reduce -8.8% 176 $5K
Signaturefd, LLC 0.00% Add +73.0% 154 $4K
Pandora Wealth, Inc. 0.00% No change 117 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 115 $3K
Principal Securities, Inc. 0.00% Add +142.2% 109 $3K
Farmers & Merchants Investments Inc. 0.00% Add +4.3% 98 $3K
Boyd Watterson Asset Management LLC 0.00% No change 95 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 81 $2K
PFS Partners, LLC 0.00% New 80 $2K
Bartlett & Co. Wealth Management LLC 0.00% New 73 $2K
1 North Wealth Services LLC 0.00% No change 70 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -46.5% 62 $2K
Physician Wealth Advisors, Inc. 0.00% New 59 $2K
Assetmark, Inc. 0.00% New 59 $2K
Elequin Capital, LP 0.00% New 56 $2K
MAI Capital Management 0.00% Reduce -45.2% 46 $1K
Huntington National Bank 0.00% Reduce -45.7% 38 $1K
Farther Finance Advisors, LLC 0.00% Add +32.1% 37 $1K
Hemington Wealth Management 0.00% Reduce -1.6% 62 $1K
Picton Mahoney Asset Management 0.00% No change 38 $1K
First Horizon Advisors, Inc. 0.00% New 31 $855
Stephens Consulting, LLC 0.00% No change 30 $828
Proathlete Wealth Management LLC 0.00% New 28 $772
True Wealth Design, LLC 0.00% Add +28.6% 18 $497
Optiver Holding B.V. 0.00% Reduce -89.7% 9 $248
LGT Financial Advisors LLC 0.00% New 6 $165
Private Wealth Management Group, LLC 0.00% New 5 $138
CBIZ Investment Advisory Services, LLC 0.00% New 4 $112
Twin Peaks Wealth Advisors, LLC 0.00% New 3 $83
CoreCap Advisors, LLC 0.00% Reduce -33.3% 2 $76

"% of holder's portfolio" is CDP's weight in each manager's 13F, not the share of Copt Defense Properties the manager owns.