Copt Defense PropertiesCDP

13F holders, Q2 2026 (June 30)
327holders +4
34new positions
29sold out
6famous investors
$36.02avg. 13F price*

At the end of Q2 2026, 327 institutions reported holding Copt Defense Properties (CDP) in their 13F filings, up 4 from Q1 2026. 34 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($724.7M), Vanguard Portfolio Management LLC ($439.5M) and Alliancebernstein L.P. ($271.7M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions34$65.5M
Exits29$28.6M

All 13F filers, Q1 2026 → Q2 2026: 7,943,560 shares bought and 8,245,813 shares sold, net −302,253 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 327 holders

BlackRock, Inc. 0.01% Reduce -6.5% 19,915,482 $724.7M
Vanguard Portfolio Management LLC 0.02% Add +1.8% 12,076,995 $439.5M
Alliancebernstein L.P. 0.09% Add +0.5% 8,880,283 $271.7M
State Street Corp. 0.01% Add +0.5% 6,871,138 $252.1M
JPMorgan Chase & Co. 0.01% Add +25.2% 6,080,134 $223.0M
Vanguard Capital Management LLC 0.00% Add +0.8% 5,095,897 $185.4M
Earnest Partners LLC 0.58% Reduce -2.3% 4,420,946 $160.9M
Geode Capital Management, LLC 0.01% Add +6.1% 3,465,042 $126.1M
Channing Capital Management, LLC 2.42% Reduce -3.0% 2,891,994 $105.2M
Westwood Holdings Group Inc. 0.78% Reduce -12.5% 2,840,694 $103.4M
Charles Schwab Investment Management Inc. 0.01% Add +5.4% 2,368,640 $86.2M
Bank of America Corp. 0.01% Reduce -0.5% 2,309,954 $84.1M
Sei Investments Co. 0.07% Reduce -3.8% 2,204,679 $80.2M
Morgan Stanley 0.00% Reduce -6.0% 2,089,769 $76.0M
GRS Advisors, LLC 5.93% Add +17.0% 1,930,934 $70.3M
Northern Trust Corp. 0.01% Add +17.3% 1,883,872 $68.6M
Principal Financial Group Inc. 0.03% Reduce -0.1% 1,751,745 $63.7M
Two Sigma Investments, LP 0.05% Reduce -23.4% 1,720,245 $62.6M
Goldman Sachs Group Inc. 0.01% Add +14.8% 1,676,030 $61.0M
Dimensional Fund Advisors LP 0.01% Reduce -0.8% 1,669,150 $60.7M
AQR Capital Management 0.02% Add +11.6% 1,575,072 $57.3M
Bank of New York Mellon Corp 0.01% Reduce -0.4% 1,312,183 $47.8M
Millennium Management 0.03% Add +28.1% 1,296,926 $47.2M
Ameriprise Financial Inc. 0.01% Add +52.6% 1,241,459 $45.2M
T. Rowe Price Investment Management, Inc. 0.03% New 1,050,157 $38.2M
Fort Washington Investment Advisors Inc. 0.18% Add +1.6% 982,340 $35.7M
Qube Research & Technologies Ltd 0.04% Add +30.9% 974,810 $35.5M
Norges Bank 0.00% — 922,648 $33.6M
Frontier Capital Management Co. LLC 0.30% Reduce -0.7% 897,519 $32.7M
Nuveen, LLC 0.01% Reduce -35.6% 767,484 $27.9M
Vanguard Fiduciary Trust Co. 0.01% Add +2.7% 754,646 $27.5M
Wellington Management Group LLP 0.00% Reduce -25.0% 729,301 $26.5M
Invesco Ltd. 0.00% Add +0.8% 720,331 $26.2M
New York State Common Retirement Fund 0.03% Add +0.9% 698,603 $25.4M
Legal & General Group Plc 0.01% Reduce -2.3% 685,716 $25.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +595.5% 672,108 $24.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.2% 670,645 $24.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -25.4% 614,891 $22.4M
Rockefeller Capital Management L.P. 0.03% Add +8.1% 590,273 $21.5M
Alpha Wave Global, LP 0.33% Add +36.5% 566,739 $20.6M
Leeward Investments, LLC - MA 0.94% Reduce -2.0% 566,469 $20.6M
Retirement Systems of Alabama 0.06% Reduce -3.8% 553,233 $20.1M
Natixis Advisors, LLC 0.02% Add +8.3% 548,545 $20.0M
Jones Financial Companies LLLP 0.01% Add +9.0% 524,770 $19.1M
Raymond James Financial Inc. 0.01% Add +4.6% 508,129 $18.5M
Barclays PLC 0.01% Add +23.9% 507,016 $18.5M
Boothbay Fund Management, LLC 0.36% Add +53.3% 500,715 $18.2M
Envestnet Asset Management Inc. 0.00% Add +4.7% 477,142 $17.4M
State of Tennessee, Department of Treasury 0.05% Add +1.4% 462,425 $16.8M
Victory Capital Management Inc. 0.01% Reduce -1.6% 387,433 $14.1M
HSBC Holdings PLC 0.01% Add +45.1% 387,243 $14.1M
Rhumbline Advisers 0.01% Add +4.7% 376,148 $13.7M
Renaissance Technologies 0.02% Add +46.4% 371,752 $13.5M
Balyasny Asset Management L.P. 0.02% Reduce -32.6% 354,602 $12.9M
FMR LLC 0.00% Add +51.2% 336,986 $12.3M
Voya Investment Management LLC 0.01% Reduce -1.2% 318,775 $11.6M
Nordea Investment Management AB 0.01% Reduce -6.6% 306,104 $11.2M
Davis Selected Advisers 0.05% Reduce -2.2% 292,700 $10.7M
State of Wisconsin Investment Board 0.02% Reduce -9.6% 286,273 $10.4M
Wells Fargo & Company 0.00% Add +28.3% 280,176 $10.2M
UBS Group AG 0.00% Add +19.3% 270,287 $9.8M
HRT Financial LP 0.02% Add +15.8% 258,776 $9.4M
Kennedy Capital Management LLC 0.16% Reduce -2.9% 251,853 $9.2M
CANADA LIFE ASSURANCE Co 0.01% Add +0.2% 250,637 $9.1M
Swiss National Bank 0.00% Add +1.6% 227,500 $8.3M
Public Employees Retirement System of Ohio 0.02% Reduce -0.1% 220,050 $8.0M
State of New Jersey Common Pension Fund D 0.03% Reduce -6.9% 206,641 $7.5M
Citigroup Inc. 0.00% Add +22.3% 204,236 $7.4M
Asset Management One Co., Ltd. 0.02% Add +6.3% 193,111 $7.0M
Tudor Investment Corporation 0.03% New 190,257 $6.9M
Northwest & Ethical Investments L.P. 0.16% No change 188,377 $6.9M
Nomura Asset Management Co. Ltd. 0.01% Add +4.0% 182,840 $6.7M
UniSuper Management Pty Ltd 0.03% Add +671.6% 179,019 $6.5M
Hudson Bay Capital Management LP 0.03% New 175,000 $6.4M
Deutsche Bank AG 0.00% Reduce -90.3% 170,017 $6.2M
Russell Investments Group, Ltd. 0.01% Reduce -74.3% 163,911 $6.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -27.3% 157,727 $5.7M
New York State Teachers Retirement System 0.01% Reduce -0.7% 143,022 $5.2M
T. Rowe Price Associates Inc. 0.00% Add +21.4% 139,915 $5.1M
California State Teachers Retirement System 0.00% Reduce -2.8% 133,443 $4.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -44.2% 127,211 $4.6M
MetLife Investment Management, LLC 0.02% Add +3.3% 123,259 $4.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.5% 123,241 $4.5M
Franklin Resources Inc. 0.00% Reduce -6.2% 123,012 $4.5M
Dana Investment Advisors, Inc. 0.12% Reduce -0.6% 122,812 $4.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +4.7% 121,165 $4.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -13.7% 118,405 $4.3M
First Trust Advisors LP 0.00% Add +316.8% 113,956 $4.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +40.3% 111,628 $4.1M
Easterly Investment Partners LLC 0.20% Reduce -21.5% 110,376 $4.0M
Citadel Advisors 0.00% Reduce -56.1% 107,636 $3.9M
Vanguard Investments Australia, Ltd. 0.01% Add +0.1% 102,895 $3.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.5% 102,668 $3.7M
Federated Hermes, Inc. 0.01% Reduce -1.6% 102,354 $3.7M
Peapack Gladstone Financial Corp. 0.04% Reduce -1.7% 97,125 $3.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.7% 96,760 $3.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Reduce -9.1% 94,446 $3.4M
Cerity Partners LLC 0.00% Add +179.9% 88,548 $3.2M
Wedge Capital Management L L P 0.05% Reduce -3.8% 85,780 $3.1M
BNP Paribas Financial Markets 0.00% Add +50.6% 81,444 $3.0M
Amundi 0.00% Add +4.2% 75,662 $2.8M
State of Alaska, Department of Revenue 0.03% Add +0.7% 74,163 $2.7M
Macquarie Group Ltd. 0.01% Add +2.4% 73,751 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.2% 73,442 $2.7M
Jennison Associates LLC 0.00% Add +19.6% 72,083 $2.6M
Boston Partners 0.00% Reduce -0.2% 70,848 $2.6M
Royal Bank of Canada 0.00% Add +6.3% 70,496 $2.6M
Allianz Asset Management GmbH 0.00% Reduce -70.3% 66,378 $2.4M
Voloridge Investment Management, LLC 0.01% Reduce -56.9% 65,893 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Add +4.0% 64,992 $2.4M
Elo Mutual Pension Insurance Co 0.03% New 63,461 $2.3M
Hazelview Securities Inc. 0.30% New 58,002 $2.2M
Pathstone Holdings, LLC 0.01% Reduce -13.6% 57,447 $2.2M
Ameritas Investment Partners, Inc. 0.06% Add +1.8% 57,413 $2.1M
Brown Advisory Inc. 0.00% Reduce -33.1% 53,312 $1.9M
Thrivent Financial for Lutherans 0.00% Add +12.5% 51,887 $1.9M
Centersquare Investment Management LLC 0.02% Reduce -1.0% 51,500 $1.9M
Jupiter Topco LLC 0.00% — 51,349 $1.9M
Aberdeen Group plc 0.00% Add +12.7% 50,150 $1.8M
Resona Asset Management Co.,Ltd. 0.01% Reduce -1.1% 49,569 $1.8M
Amalgamated Bank 0.01% Reduce -1.8% 48,007 $1.7M
Gsa Capital Partners LLP 0.11% New 46,705 $1.7M
Handelsbanken Fonder AB 0.00% Add +26.2% 46,681 $1.7M
Prudential Financial Inc. 0.00% Add +113.7% 44,536 $1.6M
Martingale Asset Management L P 0.04% No change 43,948 $1.6M
Vanguard Global Advisers, LLC 0.00% Reduce -3.6% 43,564 $1.6M
Daiwa Securities Group Inc. 0.00% Reduce -3.6% 43,198 $1.6M
Squarepoint Ops LLC 0.00% Add +39.3% 41,293 $1.5M
Mutual of America Capital Management LLC 0.01% Reduce -5.8% 40,788 $1.5M
Element Squared LLC 0.69% New 37,872 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 37,573 $1.4M
Van Eck Associates Corp. 0.00% Reduce -3.3% 36,609 $1.3M
Neuberger Berman Group LLC 0.00% Add +4.4% 36,465 $1.3M
Atom Investors LP 0.12% Add +129.8% 35,519 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% Add +13.4% 34,267 $1.2M
American Century Companies Inc. 0.00% Reduce -88.9% 34,102 $1.2M
KLP Kapitalforvaltning As 0.00% No change 33,800 $1.2M
Louisiana State Employees Retirement System 0.02% Add +0.6% 33,000 $1.2M
Passive Capital Management, LLC. 0.37% No change 42,921 $1.2M
State Board of Administration of Florida Retirement System 0.00% No change 32,204 $1.2M
Polymer Capital Management (US) LLC 0.17% New 31,501 $1.1M
Arizona State Retirement System 0.01% Add +0.6% 31,285 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -5.9% 31,056 $1.1M
Scotia Capital Inc. 0.00% Add +4.0% 31,001 $1.1M
Quantinno Capital Management LP 0.00% Add +14.3% 30,137 $1.1M
New Age Alpha Advisors, LLC 0.05% Add +0.7% 30,073 $1.1M
Metis Global Partners, LLC 0.02% Reduce -0.6% 29,436 $1.1M
Bank of Montreal 0.00% Add +2.4% 29,361 $1.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 27,966 $1.0M
Fifth Third Bancorp 0.00% Reduce -1.0% 27,588 $1.0M
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -0.3% 27,401 $997K
State of Michigan Retirement System 0.00% Reduce -2.9% 26,413 $961K
LPL Financial LLC 0.00% Reduce -0.1% 26,266 $956K
Oppenheimer Asset Management Inc. 0.01% Reduce -1.7% 25,876 $942K
Creative Planning 0.00% Add +35.7% 25,391 $924K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 25,388 $924K
Exchange Traded Concepts, LLC 0.00% Reduce -2.5% 25,278 $920K
Westpac Banking Corp. 0.06% No change 24,788 $902K
Cambria Investment Management, L.P. 0.04% New 24,702 $899K
Knights of Columbus Asset Advisors LLC 0.04% No change 23,469 $854K
New Mexico Educational Retirement Board 0.02% No change 23,300 $848K
Oregon Public Employees Retirement Fund 0.01% Add +0.4% 23,298 $848K
Massar Capital Management, LP 0.29% New 23,209 $845K
Intech Investment Management LLC 0.01% Reduce -9.1% 23,163 $843K
Erste Asset Management GmbH 0.01% No change 22,900 $839K
DekaBank Deutsche Girozentrale 0.00% No change 26,964 $831K
STRS Ohio 0.00% Reduce -84.3% 22,800 $830K
Harvest Portfolios Group Inc. 0.01% New 22,786 $829K
Vident Advisory, LLC 0.01% Reduce -0.2% 22,437 $816K
Vestcor Inc 0.02% No change 22,291 $811K
Stifel Financial Corp. 0.00% Add +145.6% 22,045 $802K
Spirit of America Management Corp. 0.15% Add +83.3% 22,000 $801K
Wealth Enhancement Advisory Services, LLC 0.00% Add +15.2% 21,447 $783K
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.1% 21,279 $774K
Allworth Financial LP 0.00% Add +4.0% 20,484 $745K
SG Americas Securities, LLC 0.00% Reduce -44.1% 20,322 $740K
Nomura Asset Management International Inc. 0.00% Reduce -1.7% 19,706 $717K
ProShare Advisors LLC 0.00% Reduce -6.6% 19,661 $715K
Sanctuary Advisors, LLC 0.00% Add +53.5% 19,091 $695K
Evolve Private Wealth, LLC 0.04% Reduce -22.1% 18,910 $694K
IFM Investors Pty Ltd 0.00% Add +0.5% 18,602 $677K
Groupe la Francaise 0.01% Reduce -8.1% 18,106 $659K
Susquehanna International Group, LLP 0.00% Reduce -55.6% 17,777 $647K
Nissay Asset Management Corp. /Japan 0.00% Reduce -0.8% 17,660 $643K
Xponance LLC 0.00% Add +5.2% 17,247 $628K
Pictet Asset Management Holding SA 0.00% No change 16,887 $615K
Arkadios Wealth Advisors 0.01% Add +4.5% 15,942 $580K
Captrust Financial Advisors 0.00% Add +16.0% 14,830 $540K
M&T Bank Corp 0.00% Reduce -18.5% 14,657 $533K
Mercer Global Advisors Inc. 0.00% Add +22.4% 14,585 $531K
FJ Capital Management LLC 0.07% No change 13,900 $506K
Entropy Technologies, LP 0.02% Reduce -69.0% 13,573 $494K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 13,513 $492K
CenterBook Partners LP 0.02% Reduce -76.5% 13,256 $482K
Swiss Life Asset Management Ltd 0.00% Add +3.7% 13,134 $478K
Carnegie Lake Advisors LLC 0.18% No change 13,000 $473K
HighTower Advisors, LLC 0.00% Reduce -28.8% 12,931 $471K
Corient Private Wealth LP 0.00% Reduce -17.9% 12,815 $467K
Pacer Advisors, Inc. 0.00% Reduce -2.3% 12,716 $463K
D. E. Shaw & Co. 0.00% Reduce -41.7% 12,305 $448K
Blue Trust, Inc. 0.00% Reduce -3.4% 11,889 $433K
Campbell & CO Investment Adviser LLC 0.02% Reduce -76.7% 11,261 $410K
Public Employees Retirement Association of Colorado 0.00% No change 9,532 $347K
Bokf, NA 0.00% Reduce -2.7% 9,354 $340K
Sequoia Financial Advisors, LLC 0.00% Add +18.1% 9,335 $340K
Brevan Howard Capital Management LP 0.01% New 9,207 $335K
Ar Asset Management Inc. 0.06% No change 9,100 $331K
Hantz Financial Services, Inc. 0.00% Reduce -9.4% 9,105 $331K
Tower Research Capital LLC (TRC) 0.01% Reduce -6.9% 9,047 $329K
Crossmark Global Holdings, Inc. 0.00% No change 9,005 $328K
DNB Asset Management AS 0.00% No change 8,999 $327K
Arax Advisory Partners 0.00% Add +2659.7% 8,969 $326K
UMB Bank, n.a. 0.00% Add +975.2% 8,677 $316K
Securian Asset Management, Inc. 0.01% No change 8,327 $313K
Bailard, Inc. 0.01% No change 7,896 $287K
ZWJ Investment Counsel Inc. 0.01% Reduce -7.2% 7,775 $283K
Algert Global LLC 0.00% New 7,710 $281K
Moors & Cabot, Inc. 0.01% Reduce -9.4% 7,700 $280K
HB Wealth Management, LLC 0.00% Add +3.5% 7,665 $279K
Ieq Capital, LLC 0.00% New 7,420 $270K
Atria Investments, Inc 0.00% New 7,334 $267K
CIBC Bancorp USA Inc. 0.00% Add +4.2% 7,240 $263K
Connable Office Inc. 0.02% Reduce -8.2% 6,820 $248K
EntryPoint Capital, LLC 0.06% No change 6,714 $244K
Engineers Gate Manager LP 0.00% New 6,640 $242K
Cetera Investment Advisers 0.00% New 6,580 $239K
Ensign Peak Advisors, Inc 0.00% Add +41.1% 6,522 $237K
Central Pacific Bank - Trust Division 0.02% Add +2.4% 6,443 $234K
WINTON GROUP Ltd 0.01% Reduce -47.5% 6,200 $226K
Ethic Inc. 0.00% Reduce -15.6% 6,113 $222K
PNC Financial Services Group, Inc. 0.00% Add +47.6% 6,024 $219K
Smartleaf Asset Management LLC 0.01% No change 5,979 $219K
Great Lakes Advisors, LLC 0.00% New 5,976 $217K
Fiduciary Financial Group, LLC 0.02% New 5,917 $215K
Quantbot Technologies LP 0.01% Add +1297.5% 5,101 $186K
Osaic Holdings, Inc. 0.00% Add +33.4% 4,786 $174K
Rosenberg Matthew Hamilton 0.03% No change 4,000 $146K
KBC Group NV 0.00% No change 3,862 $141K
Global Retirement Partners, LLC 0.00% — 3,831 $139K
FIL Ltd 0.00% Reduce -3.6% 3,803 $138K
Wilmington Savings Fund Society, FSB 0.00% No change 3,000 $109K
GAMMA Investing LLC 0.00% Add +20.9% 2,880 $105K
Sterling Capital Management LLC 0.00% Reduce -38.5% 2,342 $85K
US Bancorp \de 0.00% Reduce -6.9% 2,142 $78K
Nisa Investment Advisors, LLC 0.00% Reduce -66.8% 2,081 $76K
Nykredit A/S 0.00% — 2,098 $76K
Amova Asset Management Americas, Inc. 0.00% New 2,058 $75K
Bayforest Capital Ltd 0.06% New 1,672 $61K
Heritage Wealth Advisors 0.00% No change 1,600 $58K
GF Fund Management Co. LTD. 0.00% Reduce -10.3% 1,532 $56K
EverSource Wealth Advisors, LLC 0.00% Reduce -39.7% 1,461 $53K
Financial Consulate, Inc. 0.01% No change 1,347 $49K
NewEdge Advisors, LLC 0.00% No change 1,224 $45K
Essential Partners LLC 0.02% Add +3.8% 1,199 $44K
Parallel Advisors, LLC 0.00% Add +4.3% 992 $36K
Brookfield Corp 0.00% No change 992 $36K
Rothschild Investment LLC 0.00% Add +8.3% 904 $33K
Bessemer Group Inc. 0.00% Add +19.1% 856 $32K
Versant Capital Management, Inc 0.00% No change 835 $30K
Kemnay Advisory Services Inc. 0.00% Reduce -12.4% 819 $30K
Harbor Capital Advisors, Inc. 0.00% Reduce -4.7% 712 $26K
IFP Advisors, Inc 0.00% Add +5.6% 665 $24K
Parkside Financial Bank & Trust 0.00% No change 579 $21K
Steward Partners Investment Advisory, LLC 0.00% Add +265.1% 533 $19K
Valley National Advisers Inc. 0.00% No change 500 $18K
Trust Co. of Toledo NA 0.00% New 499 $18K
Wolff Wiese Magana LLC 0.01% No change 467 $17K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -80.0% 466 $17K
Bullock Wealth Management Group 0.01% Add +0.9% 433 $16K
Clearstead Trust, LLC 0.00% No change 428 $16K
Cedar Mountain Advisors, LLC 0.00% No change 422 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 419 $15K
Fourth Dimension Wealth, LLC 0.00% No change 400 $15K
Costello Asset Management, INC 0.00% Add +1.0% 297 $11K
LRI Investments, LLC 0.00% No change 296 $11K
Princeton Global Asset Management LLC 0.00% No change 275 $10K
Optiver Holding B.V. 0.00% Reduce -59.6% 257 $9K
True Wealth Design, LLC 0.00% Add +693.8% 254 $9K
Mather Group, Llc. 0.00% No change 252 $9K
Rossby Financial, LCC 0.00% Reduce -16.6% 251 $9K
Steigerwald, Gordon & Koch Inc. 0.00% No change 250 $9K
Vanguard National Trust Co 0.00% New 201 $7K
Capital Advisors, Ltd. LLC 0.00% No change 186 $7K
WPG Advisers, LLC 0.00% Add +3.5% 179 $7K
Signaturefd, LLC 0.00% No change 169 $6K
Farther Finance Advisors, LLC 0.00% Add +62.0% 162 $6K
Manchester Capital Management LLC 0.00% Add +7.5% 157 $6K
Picton Mahoney Asset Management 0.00% Add +300.0% 152 $6K
Clearstead Advisors, LLC 0.00% Add +396.7% 149 $5K
Quent Capital, LLC 0.00% No change 136 $5K
First Horizon Corp. 0.00% Add +306.4% 126 $5K
MilWealth Group LLC 0.00% No change 112 $4K
LifeSteps Financial, Inc. 0.00% New 110 $4K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -28.0% 108 $4K
Bell Investment Advisors, Inc 0.00% No change 100 $4K
Boyd Watterson Asset Management LLC 0.00% No change 95 $3K
Farmers & Merchants Investments Inc. 0.00% Reduce -9.8% 92 $3K
PFS Partners, LLC 0.00% No change 83 $3K
Assetmark, Inc. 0.00% No change 77 $3K
1 North Wealth Services LLC 0.00% No change 70 $3K
Elequin Capital, LP 0.00% Add +97.1% 67 $2K
Fiduciary Financial Advisors 0.00% New 61 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 51 $2K
Quarry LP 0.00% New 43 $2K
First Command Advisory Services, Inc. 0.00% No change 39 $1K
Keating Financial Advisory Services, Inc. 0.00% No change 34 $1K
TD Capital Management LLC 0.00% No change 33 $1K
Covestor Ltd 0.00% Add +283.3% 23 $1K
Continuum Advisory, LLC 0.00% New 24 $873
Larson Financial Group LLC 0.00% New 24 $873
CoreCap Advisors, LLC 0.00% Add +1050.0% 23 $832
Silver Grove Financial Group, Inc. 0.00% New 22 $801
Sachetta, LLC 0.00% Reduce -72.4% 21 $770
SJS Investment Consulting Inc. 0.00% New 21 $765
Huntington National Bank 0.00% No change 20 $728
Bare Financial Services, Inc 0.00% New 19 $691
Fulcrum Asset Management LLP 0.00% New 18 $660
Transamerica Financial Advisors, LLC 0.00% No change 13 $477
Private Trust Co. NA 0.00% No change 9 $328
Silicon Valley Capital Partners 0.00% No change 8 $294
Dunhill Financial, LLC 0.00% No change 6 $223
Pinnacle Wealth Planning Services, Inc. 0.00% No change 6 $218
Private Wealth Management Group, LLC 0.00% No change 5 $182
Godfrey Financial Associates, Inc. 0.00% No change 3 $109
Caitong International Asset Management Co., Ltd 0.00% Reduce -89.3% 3 $109
Medallion Wealth Advisors, LLC 0.00% New 2 $73
Basecamp Wealth Advisors LLC 0.00% No change 1 $36

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