Filing Research | CDP - COPT DEFENSE PROPERTIES Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	982.3KSH	$35.7M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	111.6KSH	$4.1M
3	EASTERLY INVESTMENT PARTNERS LLC	Shares	110.4KSH	$4.0M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	85.8KSH	$3.1M
5	Police & Firemen's Retirement System of New Jersey	Shares	34.3KSH	$1.2M
6	Louisiana State Employees Retirement System	Shares	33.0KSH	$1.2M
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	31.1KSH	$1.1M
8	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	28.0KSH	$1.0M
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	25.3KSH	$919.9K
10	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	22.0KSH	$800.6K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.4KSH	$783.3K
12	IFM Investors Pty Ltd	Shares	18.6KSH	$676.9K
13	Carnegie Lake Advisors LLC	Shares	13.0KSH	$473.1K
14	Blue Trust, Inc.	Shares	11.9KSH	$432.6K
15	Sequoia Financial Advisors, LLC	Shares	9.3KSH	$339.7K
16	Crossmark Global Holdings, Inc.	Shares	9.0KSH	$327.7K
17	SECURIAN ASSET MANAGEMENT, INC	Shares	8.3KSH	$313.0K
18	ZWJ INVESTMENT COUNSEL INC	Shares	7.8KSH	$282.9K
19	Central Pacific Bank - Trust Division	Shares	6.4KSH	$234.5K
20	FIDUCIARY FINANCIAL GROUP, LLC	Shares	5.9KSH	$215.3K
21	Rosenberg Matthew Hamilton	Shares	4.0KSH	$145.6K
22	GAMMA Investing LLC	Shares	2.9KSH	$104.8K
23	Curated Wealth Partners LLC	Shares	60.0KSH	$66.5K
24	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$53.2K
25	FINANCIAL CONSULATE, INC	Shares	1.3KSH	$49.0K
26	Versant Capital Management, Inc	Shares	835SH	$30.4K
27	IFP Advisors, Inc	Shares	665SH	$24.2K
28	TRUST CO OF TOLEDO NA /OH/	Shares	499SH	$18.2K
29	WOLFF WIESE MAGANA LLC	Shares	467SH	$17.0K
30	Mirae Asset Global Investments Co., Ltd.	Shares	466SH	$17.0K
31	Cedar Mountain Advisors, LLC	Shares	422SH	$15.4K
32	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	419SH	$15.2K
33	LRI Investments, LLC	Shares	296SH	$10.8K
34	Princeton Global Asset Management LLC	Shares	275SH	$10.0K
35	True Wealth Design, LLC	Shares	254SH	$9.2K
36	Steigerwald, Gordon & Koch Inc.	Shares	250SH	$9.1K
37	SIGNATUREFD, LLC	Shares	169SH	$6.2K
38	Farther Finance Advisors, LLC	Shares	162SH	$5.9K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	143.0KSH	$5.2K
40	FIRST HORIZON CORP	Shares	126SH	$4.6K
41	LifeSteps Financial, Inc.	Shares	110SH	$4.0K
42	FARMERS & MERCHANTS INVESTMENTS INC	Shares	92SH	$3.3K
43	PFS Partners, LLC	Shares	83SH	$3.0K
44	State of Alaska, Department of Revenue	Shares	74.2KSH	$2.7K
45	MassMutual Private Wealth & Trust, FSB	Shares	51SH	$1.9K
46	AMALGAMATED BANK	Shares	48.0KSH	$1.7K
47	Handelsbanken Fonder AB	Shares	46.7KSH	$1.7K
48	CoreCap Advisors, LLC	Shares	23SH	$832
49	Sachetta, LLC	Shares	21SH	$770
50	SJS Investment Consulting Inc.	Shares	21SH	$765

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Manager changes2026-06-30 vs 2026-03-31

50 / 54 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+15.5K	+$6.2M	$35.7M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+32.0K	+$1.6M	$4.1M
3	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+10.0K	+$433.4K	$800.6K
4	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-3.4K	+$392.3K	$3.1M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+4.1K	+$322.4K	$1.2M
6	FIDUCIARY FINANCIAL GROUP, LLC new	Shares	+5.9K	+$215.3K	$215.3K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.8K	+$199.7K	$783.3K
8	Louisiana State Employees Retirement System added	Shares	+200	+$197.2K	$1.2M
9	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$161.9K	$1.0M
10	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-642	+$126.7K	$919.9K
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.9K	+$120.2K	$1.1M
12	IFM Investors Pty Ltd added	Shares	+100	+$110.8K	$676.9K
13	Sequoia Financial Advisors, LLC added	Shares	+1.4K	+$97.9K	$339.7K
14	Carnegie Lake Advisors LLC unchanged	Shares	0	+$75.3K	$473.1K
15	Curated Wealth Partners LLC new	Shares	+60.0K	+$66.5K	$66.5K
16	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$58.2K	$313.0K
17	Blue Trust, Inc. trimmed	Shares	-415	+$56.2K	$432.6K
18	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$52.1K	$327.7K
19	Central Pacific Bank - Trust Division added	Shares	+150	+$41.9K	$234.5K
20	GAMMA Investing LLC added	Shares	+498	+$31.9K	$104.8K
21	ZWJ INVESTMENT COUNSEL INC trimmed	Shares	-601	+$26.6K	$282.9K
22	Rosenberg Matthew Hamilton unchanged	Shares	0	+$23.2K	$145.6K
23	TRUST CO OF TOLEDO NA /OH/ new	Shares	+499	+$18.2K	$18.2K
24	True Wealth Design, LLC added	Shares	+222	+$8.3K	$9.2K
25	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$7.8K	$49.0K
26	IFP Advisors, Inc added	Shares	+35	+$4.9K	$24.2K
27	Versant Capital Management, Inc unchanged	Shares	0	+$4.8K	$30.4K
28	LifeSteps Financial, Inc. new	Shares	+110	+$4.0K	$4.0K
29	FIRST HORIZON CORP added	Shares	+95	+$3.6K	$4.6K
30	Farther Finance Advisors, LLC added	Shares	+62	+$2.8K	$5.9K
31	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$2.7K	$17.0K
32	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$2.4K	$15.4K
33	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$2.4K	$15.2K
34	LRI Investments, LLC unchanged	Shares	0	+$1.7K	$10.8K
35	Princeton Global Asset Management LLC unchanged	Shares	0	+$1.6K	$10.0K
36	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$1.4K	$9.1K
37	SIGNATUREFD, LLC unchanged	Shares	0	+$979	$6.2K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.0K	+$798	$5.2K
39	SJS Investment Consulting Inc. new	Shares	+21	+$765	$765
40	CoreCap Advisors, LLC added	Shares	+21	+$745	$832
41	Handelsbanken Fonder AB added	Shares	+9.7K	+$567	$1.7K
42	PFS Partners, LLC unchanged	Shares	0	+$507	$3.0K
43	State of Alaska, Department of Revenue added	Shares	+477	+$444	$2.7K
44	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$295	$1.9K
45	AMALGAMATED BANK trimmed	Shares	-864	+$252	$1.7K
46	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-10	+$227	$3.3K
47	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$7
48	Spire Wealth Management exited	Shares	-39	-$1.2K	$0
49	Sachetta, LLC trimmed	Shares	-55	-$1.6K	$770
50	Activest Wealth Management exited	Shares	-359	-$11.0K	$0

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