COPT DEFENSE PROPERTIES (CDP) — Institutional Holders, Q2 2026 (page 4)
329 institutional investment managers reported a CDP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 329. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CDP 13F holders ranked 301–329 of 329
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | 1 NORTH WEALTH SERVICES#301 · 70 sh | 70 | $2.5K | <0.01% | 0.0% |
| 302 | ACTION POINT FINANCIAL PLANNING#302 · 61 sh | 61 | $2.2K | <0.01% | New |
| 303 | MassMutual Private Wealth & , FSB#303 · 51 sh | 51 | $1.9K | — | 0.0% |
| 304 | Quarry#304 · 43 sh | 43 | $1.6K | <0.01% | New |
| 305 | First Command Advisory Services#305 · 39 sh | 39 | $1.4K | 0.00% | 0.0% |
| 306 | Keating Financial Advisory Services#306 · 34 sh | 34 | $1.2K | <0.01% | 0.0% |
| 307 | TD Capital Management#307 · 33 sh | 33 | $1.2K | <0.01% | 0.0% |
| 308 | Covestor Ltd#308 · 23 sh | 23 | $1.0K | <0.01% | +283.3% |
| 309 | Larson Financial Group#309 · 24 sh | 24 | $873.00 | 0.00% | New |
| 310 | Continuum Advisory#310 · 24 sh | 24 | $873.00 | <0.01% | New |
| 311 | CoreCap Advisors#311 · 23 sh | 23 | $832.00 | — | +1050.0% |
| 312 | Silver Grove Financial Group#312 · 22 sh | 22 | $801.00 | <0.01% | New |
| 313 | Sachetta#313 · 21 sh | 21 | $770.00 | <0.01% | -72.4% |
| 314 | SJS Investment Consulting#314 · 21 sh | 21 | $765.00 | — | New |
| 315 | HUNTINGTON NATIONAL BANK#315 · 20 sh | 20 | $728.00 | 0.00% | 0.0% |
| 316 | Bare Financial Services#316 · 19 sh | 19 | $691.00 | <0.01% | New |
| 317 | Fulcrum Asset Management LLP#317 · 18 sh | 18 | $660.00 | <0.01% | New |
| 318 | Transamerica Financial Advisors#318 · 13 sh | 13 | $477.00 | 0.00% | 0.0% |
| 319 | PRIVATE NA#319 · 9 sh | 9 | $328.00 | — | 0.0% |
| 320 | Silicon Valley Capital Partners#320 · 8 sh | 8 | $294.00 | 0.00% | 0.0% |
| 321 | Dunhill Financial#321 · 6 sh | 6 | $223.00 | 0.00% | 0.0% |
| 322 | Pinnacle Wealth Planning Services#322 · 6 sh | 6 | $218.00 | 0.00% | 0.0% |
| 323 | Private Wealth Management Group#323 · 5 sh | 5 | $182.00 | — | 0.0% |
| 324 | Caitong International Asset Management , Ltd#324 · 3 sh | 3 | $109.00 | 0.00% | -89.3% |
| 325 | Godfrey Financial Associates#325 · 3 sh | 3 | $109.00 | <0.01% | 0.0% |
| 326 | Medallion Wealth Advisors#326 · 2 sh | 2 | $73.00 | 0.00% | New |
| 327 | Basecamp Wealth Advisors#327 · 1 sh | 1 | $36.00 | 0.00% | 0.0% |
| 328 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#328 · 133,443 sh | 133,443 | — | — | -2.8% |
| 329 | Elequin Securities#329 · 67 sh | 67 | — | — | +97.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.