Copt Defense PropertiesCDP
13F holders, Q4 2025 (December 31)307holders −1
21new positions
29sold out
6famous investors
$27.83avg. 13F price*
At the end of Q4 2025, 307 institutions reported holding Copt Defense Properties (CDP) in their 13F filings, down 1 from Q3 2025. 21 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($503.0M), Vanguard Group Inc. ($476.2M) and Alliancebernstein L.P. ($256.8M). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $8.1M |
| Exits | 29 | $36.2M |
All 13F filers, Q3 2025 → Q4 2025: 6,821,851 shares bought and 6,524,198 shares sold, net +297,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 307 holders
| BlackRock, Inc. | 0.01% | Reduce -0.8% | 18,093,559 | $503.0M |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 17,127,858 | $476.2M |
| Alliancebernstein L.P. | 0.08% | Add +9.2% | 9,237,394 | $256.8M |
| State Street Corp. | 0.01% | Reduce -1.9% | 6,368,583 | $178.9M |
| Earnest Partners LLC | 0.55% | Reduce -2.1% | 4,619,676 | $128.4M |
| JPMorgan Chase & Co. | 0.01% | Add +8.3% | 3,862,294 | $107.4M |
| Westwood Holdings Group Inc. | 0.83% | Add +1.0% | 3,609,137 | $100.3M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 3,149,130 | $87.6M |
| Channing Capital Management, LLC | 2.04% | Reduce -2.2% | 2,850,460 | $79.2M |
| Bank of America Corp. | 0.00% | Add +2.9% | 2,354,456 | $65.5M |
| Sei Investments Co. | 0.06% | Reduce -1.0% | 2,299,926 | $63.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.2% | 2,257,544 | $62.8M |
| Balyasny Asset Management L.P. | 0.10% | Add +51.9% | 1,896,161 | $52.7M |
| Principal Financial Group Inc. | 0.03% | Reduce -3.7% | 1,775,990 | $49.4M |
| Nuveen, LLC | 0.01% | Reduce -29.3% | 1,764,004 | $49.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.5% | 1,657,270 | $46.1M |
| AQR Capital Management | 0.02% | Reduce -4.7% | 1,606,837 | $44.7M |
| Northern Trust Corp. | 0.01% | Reduce -6.8% | 1,530,414 | $42.5M |
| FMR LLC | 0.00% | Reduce -44.0% | 1,456,250 | $40.5M |
| Norges Bank | 0.00% | — | 1,427,511 | $39.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.1% | 1,298,633 | $36.1M |
| Morgan Stanley | 0.00% | Add +16.3% | 1,144,545 | $31.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.2% | 1,073,030 | $29.8M |
| GRS Advisors, LLC | 2.60% | Add +6.7% | 1,042,348 | $29.0M |
| Fort Washington Investment Advisors Inc. | 0.15% | Add +1.6% | 1,017,860 | $28.3M |
| CBRE Investment Management Listed Real Assets LLC | 0.42% | Reduce -28.8% | 1,016,948 | $28.3M |
| Two Sigma Investments, LP | 0.04% | Add +7.5% | 967,902 | $26.9M |
| Qube Research & Technologies Ltd | 0.04% | Add +87.1% | 956,936 | $26.6M |
| Frontier Capital Management Co. LLC | 0.28% | Reduce -1.6% | 943,655 | $26.2M |
| Wellington Management Group LLP | 0.00% | Add +135.8% | 865,165 | $24.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -6.0% | 823,736 | $22.9M |
| Ameriprise Financial Inc. | 0.01% | Add +0.4% | 795,338 | $22.1M |
| Invesco Ltd. | 0.00% | Add +1.4% | 768,242 | $21.4M |
| Legal & General Group Plc | 0.00% | Add +7.6% | 764,942 | $21.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.5% | 745,081 | $20.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -0.5% | 650,252 | $18.1M |
| Two Sigma Advisers, LP | 0.03% | Add +7.0% | 627,800 | $17.5M |
| Leeward Investments, LLC - MA | 0.83% | Add +21.4% | 592,336 | $16.5M |
| Retirement Systems of Alabama | 0.05% | Reduce -0.1% | 572,083 | $15.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 493,441 | $13.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +15030.8% | 477,073 | $13.3M |
| UBS Group AG | 0.00% | Add +229.6% | 457,210 | $12.7M |
| Natixis Advisors, LLC | 0.02% | Add +11.4% | 457,109 | $12.7M |
| Barclays PLC | 0.00% | Add +57.7% | 433,124 | $12.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +103.5% | 413,282 | $11.5M |
| State of Tennessee, Department of Treasury | 0.04% | Add +7.7% | 370,872 | $11.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -19.9% | 369,672 | $10.3M |
| Victory Capital Management Inc. | 0.01% | Add +16.0% | 363,793 | $10.1M |
| Rhumbline Advisers | 0.01% | Reduce -7.7% | 356,422 | $9.9M |
| American Century Companies Inc. | 0.00% | Add +219.8% | 352,184 | $9.8M |
| Nordea Investment Management AB | 0.01% | Reduce -11.8% | 346,876 | $9.7M |
| State of Wisconsin Investment Board | 0.02% | Add +5.0% | 343,335 | $9.5M |
| Easterly Investment Partners LLC | 0.51% | Add +154.2% | 299,934 | $8.3M |
| Wells Fargo & Company | 0.00% | Add +13.6% | 298,460 | $8.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -35.7% | 297,407 | $8.3M |
| Davis Selected Advisers | 0.04% | Reduce -2.4% | 294,740 | $8.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -52.6% | 289,845 | $8.1M |
| Clearbridge Investments, LLC | 0.01% | Reduce -8.2% | 289,180 | $8.0M |
| Voya Investment Management LLC | 0.01% | Add +15.1% | 270,304 | $7.5M |
| Boothbay Fund Management, LLC | 0.20% | Add +15.0% | 269,523 | $7.5M |
| Kennedy Capital Management LLC | 0.16% | Add +20.1% | 263,439 | $7.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +2323.4% | 261,680 | $7.3M |
| Millennium Management | 0.01% | Add +393.9% | 260,913 | $7.3M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -0.6% | 250,774 | $7.0M |
| Jane Street Group, LLC | 0.01% | Reduce -27.8% | 249,239 | $6.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.1% | 248,605 | $6.9M |
| Citigroup Inc. | 0.00% | Reduce -22.8% | 235,415 | $6.5M |
| Citadel Advisors | 0.00% | Reduce -6.8% | 229,491 | $6.4M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -0.4% | 225,005 | $6.3M |
| Swiss National Bank | 0.00% | Add +1.8% | 222,700 | $6.2M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -6.0% | 206,267 | $5.8M |
| STRS Ohio | 0.02% | Add +857.5% | 198,200 | $5.5M |
| HSBC Holdings PLC | 0.00% | Add +25.2% | 196,540 | $5.5M |
| Northwest & Ethical Investments L.P. | 0.12% | Add +0.2% | 188,377 | $5.2M |
| Lasalle Investment Management Securities LLC | 0.21% | Reduce -58.0% | 185,258 | $5.2M |
| Greenland Capital Management LP | 0.77% | Add +41.4% | 177,993 | $4.9M |
| Algert Global LLC | 0.07% | Add +25.7% | 172,793 | $4.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +1.1% | 172,220 | $4.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.4% | 158,695 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +1.8% | 148,732 | $4.1M |
| Renaissance Technologies | 0.01% | Add +669.7% | 140,081 | $3.9M |
| Franklin Resources Inc. | 0.00% | Reduce -1.4% | 131,282 | $3.6M |
| LMR Partners LLP | 0.05% | New | 128,512 | $3.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -1.9% | 124,138 | $3.5M |
| Dana Investment Advisors, Inc. | 0.10% | Add +10.0% | 124,885 | $3.5M |
| MetLife Investment Management, LLC | 0.02% | Reduce -6.2% | 118,383 | $3.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +48.2% | 117,017 | $3.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.9% | 108,978 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +2.5% | 106,757 | $3.0M |
| HRT Financial LP | 0.01% | Add +42.7% | 104,895 | $2.9M |
| First Trust Advisors LP | 0.00% | Reduce -33.5% | 102,971 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +1.6% | 99,812 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.8% | 95,957 | $2.7M |
| Wedge Capital Management L L P | 0.05% | Reduce -1.7% | 94,482 | $2.6M |
| Vestcor Inc | 0.07% | Add +9.2% | 93,292 | $2.6M |
| Ontario Teachers Pension Plan Board | 0.06% | Reduce -41.8% | 92,748 | $2.6M |
| Federated Hermes, Inc. | 0.00% | Add +36.9% | 87,855 | $2.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.9% | 88,745 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +8.6% | 80,581 | $2.2M |
| Brown Advisory Inc. | 0.00% | Reduce -1.0% | 79,754 | $2.2M |
| Tudor Investment Corporation | 0.01% | Reduce -58.4% | 79,466 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +2.6% | 78,459 | $2.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -10.0% | 74,527 | $2.1M |
| Jennison Associates LLC | 0.00% | New | 74,022 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.1% | 73,686 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -35.0% | 72,205 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +3.1% | 72,017 | $2.0M |
| Macquarie Group Ltd. | 0.01% | Reduce -18.9% | 70,541 | $2.0M |
| Martingale Asset Management L P | 0.05% | Reduce -5.8% | 70,048 | $1.9M |
| Boston Partners | 0.00% | Add +24.1% | 66,329 | $1.8M |
| Dark Forest Capital Management LP | 0.08% | Reduce -68.9% | 65,720 | $1.8M |
| Presima Securities ULC | 1.05% | Add +0.7% | 65,602 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.0% | 65,274 | $1.8M |
| Amundi | 0.00% | Add +10.1% | 63,818 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.2% | 58,328 | $1.6M |
| Centersquare Investment Management LLC | 0.02% | Reduce -20.8% | 57,000 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -4.5% | 56,395 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.0% | 52,951 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 51,349 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -28.0% | 49,479 | $1.4M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -3.5% | 47,963 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -4.1% | 47,602 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -9.7% | 47,016 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Add +21.3% | 46,231 | $1.3M |
| Aberdeen Group plc | 0.00% | Add +18.0% | 46,204 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +45.8% | 44,426 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 43,742 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Add +3.8% | 43,484 | $1.2M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -30.2% | 43,004 | $1.2M |
| Passive Capital Management, LLC. | 0.37% | Reduce -0.2% | 42,921 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -23.5% | 42,207 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +58.9% | 41,470 | $1.2M |
| Ieq Capital, LLC | 0.00% | Reduce -6.1% | 39,474 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.8% | 35,102 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 37,573 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +9.7% | 37,030 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 36,981 | $1.0M |
| Van Eck Associates Corp. | 0.00% | Add +13.9% | 35,220 | $979K |
| Cwm, LLC | 0.00% | Reduce -2.1% | 34,974 | $972K |
| KLP Kapitalforvaltning As | 0.00% | No change | 33,100 | $929K |
| Marshall Wace, LLP | 0.00% | New | 33,050 | $919K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 32,204 | $895K |
| Arizona State Retirement System | 0.00% | Reduce -5.5% | 31,563 | $877K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.3% | 31,300 | $870K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -6.0% | 30,214 | $840K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -2.7% | 30,210 | $840K |
| Vident Advisory, LLC | 0.01% | Reduce -14.8% | 29,642 | $824K |
| Bank of Montreal | 0.00% | Reduce -1.4% | 29,114 | $809K |
| Cerity Partners LLC | 0.00% | Reduce -3.9% | 28,578 | $794K |
| Exchange Traded Concepts, LLC | 0.01% | Add +6.9% | 28,152 | $783K |
| Fifth Third Bancorp | 0.00% | Reduce -10.2% | 27,793 | $773K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 27,481 | $764K |
| Picton Mahoney Asset Management | 0.01% | Reduce -13.8% | 27,471 | $764K |
| Nomura Asset Management International Inc. | 0.00% | — | 26,869 | $747K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -8.9% | 26,741 | $743K |
| Metis Global Partners, LLC | 0.02% | Add +5.2% | 26,725 | $743K |
| State of Michigan Retirement System | 0.00% | Reduce -0.4% | 26,713 | $743K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 26,964 | $706K |
| ProShare Advisors LLC | 0.00% | Add +4.4% | 25,369 | $705K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.6% | 25,275 | $703K |
| Westpac Banking Corp. | 0.04% | No change | 24,859 | $691K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 23,611 | $656K |
| Evolve Private Wealth, LLC | 0.04% | — | 23,318 | $655K |
| New Mexico Educational Retirement Board | 0.02% | No change | 23,300 | $648K |
| M&T Bank Corp | 0.00% | Add +83.6% | 23,242 | $646K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -26.4% | 23,200 | $645K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.4% | 22,598 | $628K |
| Allworth Financial LP | 0.00% | Reduce -47.9% | 22,463 | $624K |
| Cambria Investment Management, L.P. | 0.03% | Add +0.0% | 21,304 | $592K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.5% | 20,780 | $588K |
| Groupe la Francaise | 0.01% | No change | 20,944 | $582K |
| Quantinno Capital Management LP | 0.00% | Add +35.4% | 19,966 | $555K |
| AlphaQuest LLC | 0.03% | Reduce -84.0% | 18,602 | $517K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -15.4% | 18,578 | $516K |
| IFM Investors Pty Ltd | 0.00% | Add +0.1% | 18,382 | $511K |
| XTX Topco Ltd | 0.01% | Reduce -48.5% | 18,036 | $501K |
| Creative Planning | 0.00% | Add +3.0% | 17,891 | $497K |
| Bailard, Inc. | 0.01% | No change | 17,400 | $484K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +0.2% | 17,142 | $477K |
| Sapience Investments, LLC | 1.68% | Reduce -0.2% | 16,034 | $446K |
| Corient Private Wealth LP | 0.00% | Reduce -8.0% | 15,681 | $436K |
| HighTower Advisors, LLC | 0.00% | Reduce -17.9% | 14,745 | $410K |
| Arkadios Wealth Advisors | 0.01% | Add +11.4% | 14,115 | $392K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -2.0% | 14,105 | $392K |
| Xponance LLC | 0.00% | Reduce -13.6% | 14,087 | $392K |
| Jump Financial, LLC | 0.01% | Reduce -47.5% | 14,017 | $390K |
| Pictet Asset Management Holding SA | 0.00% | No change | 13,963 | $388K |
| Jackson Creek Investment Advisors LLC | 0.11% | Reduce -1.4% | 13,949 | $388K |
| EntryPoint Capital, LLC | 0.15% | Reduce -15.1% | 13,604 | $378K |
| Pacer Advisors, Inc. | 0.00% | Reduce -55.8% | 13,513 | $376K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 12,603 | $350K |
| Blue Trust, Inc. | 0.00% | Reduce -13.7% | 12,178 | $339K |
| Spirit of America Management Corp. | 0.07% | No change | 12,000 | $334K |
| Brooklyn Investment Group | 0.02% | New | 11,738 | $332K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -29.4% | 11,399 | $322K |
| Twinbeech Capital LP | 0.02% | New | 10,880 | $302K |
| Swiss Life Asset Management Ltd | 0.00% | New | 10,825 | $301K |
| Mercer Global Advisors Inc. | 0.00% | Add +47.2% | 10,723 | $298K |
| Quantbot Technologies LP | 0.01% | New | 10,659 | $296K |
| Fox Run Management, L.L.C. | 0.04% | Reduce -75.2% | 10,271 | $286K |
| Squarepoint Ops LLC | 0.00% | Reduce -78.2% | 9,830 | $273K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,532 | $265K |
| Hantz Financial Services, Inc. | 0.00% | Add +86.7% | 9,286 | $258K |
| Bokf, NA | 0.00% | Reduce -18.4% | 9,236 | $257K |
| Stifel Financial Corp. | 0.00% | Reduce -3.5% | 9,170 | $255K |
| Ar Asset Management Inc. | 0.05% | No change | 9,100 | $253K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 9,075 | $252K |
| Prudential Financial Inc. | 0.00% | Reduce -81.0% | 8,916 | $248K |
| Connable Office Inc. | 0.02% | Reduce -5.9% | 8,682 | $241K |
| Quadrant Capital Group LLC | 0.01% | Add +15.9% | 8,649 | $240K |
| Moors & Cabot, Inc. | 0.01% | No change | 8,526 | $237K |
| EP Wealth Advisors, LLC | 0.00% | — | 8,433 | $234K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -6.0% | 8,376 | $233K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.9% | 8,196 | $228K |
| CSS LLC | 0.04% | New | 8,147 | $226K |
| Mackenzie Financial Corp. | 0.00% | Reduce -41.5% | 7,785 | $220K |
| Sivia Capital Partners, LLC | 0.04% | Reduce -6.7% | 7,843 | $218K |
| Atria Investments, Inc | 0.00% | Reduce -20.5% | 7,565 | $210K |
| Cibc World Markets Corp. | 0.00% | — | 7,544 | $210K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -2.8% | 7,239 | $201K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -5.2% | 6,923 | $192K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.0% | 6,633 | $184K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.2% | 5,895 | $164K |
| Smartleaf Asset Management LLC | 0.01% | Add +24.8% | 5,633 | $159K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -33.2% | 4,787 | $133K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -73.8% | 4,622 | $128K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 4,000 | $111K |
| Global Retirement Partners, LLC | 0.00% | Add +181.5% | 3,992 | $111K |
| KBC Group NV | 0.00% | No change | 3,862 | $107K |
| FIL Ltd | 0.00% | Reduce -34.1% | 3,311 | $92K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +33.4% | 3,300 | $92K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +283.7% | 3,173 | $88K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,000 | $83K |
| Horizon Investments, LLC | 0.00% | Reduce -93.9% | 2,575 | $72K |
| Optima Capital LLC | 0.03% | New | 2,250 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.8% | 2,085 | $58K |
| GAMMA Investing LLC | 0.00% | Reduce -1.1% | 1,952 | $54K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -0.5% | 1,877 | $52K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.3% | 1,780 | $50K |
| Heritage Wealth Advisors | 0.00% | No change | 1,600 | $44K |
| US Bancorp \de | 0.00% | Reduce -8.5% | 1,476 | $41K |
| Financial Consulate, Inc. | 0.01% | No change | 1,347 | $37K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,224 | $34K |
| Essential Partners LLC | 0.01% | Add +12.0% | 1,155 | $32K |
| Simplex Trading, LLC | 0.00% | Add +357.8% | 1,149 | $32K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,006 | $27K |
| DV Trading LLC | 0.00% | — | 900 | $25K |
| Bessemer Group Inc. | 0.00% | Add +22.6% | 835 | $23K |
| Rothschild Investment LLC | 0.00% | Add +15.2% | 804 | $22K |
| Versant Capital Management, Inc | 0.00% | Reduce -2.9% | 749 | $21K |
| UMB Bank, n.a. | 0.00% | No change | 749 | $21K |
| Jones Financial Companies LLLP | 0.00% | Add +34.1% | 740 | $21K |
| Clearstead Advisors, LLC | 0.00% | Add +3.1% | 732 | $20K |
| Parallel Advisors, LLC | 0.00% | Add +63.3% | 707 | $20K |
| Brookfield Corp | 0.00% | No change | 679 | $19K |
| IFP Advisors, Inc | 0.00% | Add +2.6% | 633 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.7% | 579 | $16K |
| Valley National Advisers Inc. | 0.00% | No change | 500 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 452 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 467 | $13K |
| Activest Wealth Management | 0.00% | Reduce -7.2% | 467 | $13K |
| Clearstead Trust, LLC | 0.00% | Add +20.9% | 428 | $12K |
| Bullock Wealth Management Group | 0.01% | — | 424 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 419 | $12K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 400 | $11K |
| Costello Asset Management, INC | 0.00% | Add +1.0% | 291 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 275 | $8K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 250 | $7K |
| Rossby Financial, LCC | 0.00% | New | 249 | $7K |
| Private Trust Co. NA | 0.00% | No change | 240 | $7K |
| WPG Advisers, LLC | 0.00% | No change | 204 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $5K |
| Kemnay Advisory Services Inc. | 0.00% | New | 174 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.7% | 172 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -98.3% | 168 | $5K |
| Ancora Advisors LLC | 0.00% | New | 167 | $5K |
| SageView Advisory Group, LLC | 0.00% | New | 155 | $4K |
| Signaturefd, LLC | 0.00% | Reduce -2.5% | 154 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 146 | $4K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 138 | $4K |
| Quent Capital, LLC | 0.00% | Add +103.0% | 136 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 109 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 102 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -43.2% | 100 | $3K |
| Bravera Wealth | 0.00% | — | 96 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 95 | $3K |
| Assetmark, Inc. | 0.00% | Add +89.6% | 91 | $3K |
| PFS Partners, LLC | 0.00% | Add +1.2% | 82 | $2K |
| Elequin Capital, LP | 0.00% | New | 80 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +45.5% | 80 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 75 | $2K |
| 1 North Wealth Services LLC | 0.00% | No change | 70 | $2K |
| True Wealth Design, LLC | 0.00% | Add +61.0% | 66 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.7% | 51 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 39 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 34 | $945 |
| First Horizon Corp. | 0.00% | No change | 31 | $862 |
| MAI Capital Management | 0.00% | Reduce -21.1% | 30 | $834 |
| Huntington National Bank | 0.00% | Reduce -47.4% | 20 | $556 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 13 | $365 |
| Root Financial Partners, LLC | 0.00% | No change | 9 | $250 |
| Dunhill Financial, LLC | 0.00% | New | 6 | $171 |
| Private Wealth Management Group, LLC | 0.00% | No change | 5 | $139 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 3 | $83 |
| CoreCap Advisors, LLC | 0.00% | Add +50.0% | 3 | $78 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 1 | $28 |
| Covestor Ltd | 0.00% | Reduce -99.6% | 6 | $0 |
"% of holder's portfolio" is CDP's weight in each manager's 13F, not the share of Copt Defense Properties the manager owns.