Public record / Tickers / CDP

CDP — COPT DEFENSE PROPERTIES†

Both disclosure regimes on one name: who in Congress filed about CDP, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming CDP
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
246
top-246 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-07-16 → filed 2025-08-13. Ranked over every CDP row by the provable lower bound, never a point estimate.

No member disclosed CDP in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CDP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CDP
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in CDP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed CDP in the trailing 12 months.

Congress ↔ notable managers · CDP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · COPT DEFENSE PROPERTIES

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CDP for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$652M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$363M1
3ALLIANCEBERNSTEIN L.P.$246M1
4STATE STREET CORP$211M1
5VANGUARD CAPITAL MANAGEMENT LLC$155M1
6EARNEST PARTNERS LLC$138M1
7GEODE CAPITAL MANAGEMENT, LLC$100.0M1
8WESTWOOD HOLDINGS GROUP INC$99.3M1
9Channing Capital Management, LLC$91.2M1
10BANK OF AMERICA CORP /DE/$71.0M1
11SEI INVESTMENTS CO$70.2M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$68.8M1
13TWO SIGMA INVESTMENTS, LP$68.7M1
14MORGAN STANLEY$68.0M1
15DEUTSCHE BANK AG\$53.7M1
16PRINCIPAL FINANCIAL GROUP INC$53.7M1
17DIMENSIONAL FUND ADVISORS LP$51.5M1
18GRS Advisors, LLC$50.5M1
19NORTHERN TRUST CORP$49.2M1
20AQR CAPITAL MANAGEMENT LLC$43.2M1
21Nuveen, LLC$36.5M1
22MILLENNIUM MANAGEMENT LLC$31.0M1
23WELLINGTON MANAGEMENT GROUP LLP$29.8M1
24FRONTIER CAPITAL MANAGEMENT CO LLC$27.7M1
25BNP Paribas Asset Management Holding S.A.$25.2M1
26Qube Research & Technologies Ltd$22.8M1
27VANGUARD FIDUCIARY TRUST CO$22.5M1
28Invesco Ltd.$21.9M1
29Legal & General Group Plc$21.5M1
30NEW YORK STATE COMMON RETIREMENT FUND$21.2M1
31UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$21.0M1
32Leeward Investments, LLC - MA$17.7M1
33Retirement Systems of Alabama$17.6M1
34Rockefeller Capital Management L.P.$16.7M1
35BALYASNY ASSET MANAGEMENT L.P.$16.1M1
36RAYMOND JAMES FINANCIAL INC$15.0M1
37ENVESTNET ASSET MANAGEMENT INC$13.9M1
38JANE STREET GROUP, LLC$13.5M1
39Alpha Wave Global, LP$12.7M1
40NORDEA INVESTMENT MANAGEMENT AB$10.1M1
41BOOTHBAY FUND MANAGEMENT, LLC$10.0M1
42VOYA INVESTMENT MANAGEMENT LLC$9.9M1
43STATE OF WISCONSIN INVESTMENT BOARD$9.7M1
44AMERICAN CENTURY COMPANIES INC$9.4M1
45HSBC HOLDINGS PLC$8.2M1
46RENAISSANCE TECHNOLOGIES LLC$7.8M1
47CITADEL ADVISORS LLC$7.5M1
48Universal- Beteiligungs- und Servicegesellschaft mbH$7.0M1
49UBS Group AG$6.9M1
50Swiss National Bank$6.9M1
51Allianz Asset Management GmbH$6.8M1
52FMR LLC$6.8M1
53State of New Jersey Common Pension Fund D$6.8M1
54WELLS FARGO & COMPANY/MN$6.7M1
55Connor, Clark & Lunn Investment Management Ltd.$6.6M1
56Northwest & Ethical Investments L.P.$5.8M1
57Asset Management One Co., Ltd.$5.6M1
58NOMURA ASSET MANAGEMENT CO LTD$5.4M1
59CITIGROUP INC$5.1M1
60VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.7M1
61EASTERLY INVESTMENT PARTNERS LLC$4.3M1
62Zurcher Kantonalbank (Zurich Cantonalbank)$4.2M1
63FRANKLIN RESOURCES INC$4.0M1
64Dana Investment Advisors, Inc.$3.8M1
65Bayhunt Capital LLC$3.6M1
66VANGUARD ASSET MANAGEMENT, Ltd$3.5M1
67MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.2M1
68FEDERATED HERMES, INC.$3.2M1
69Vanguard Investments Australia, Ltd.$3.1M1
70ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3.0M1
71Mitsubishi UFJ Asset Management Co., Ltd.$2.8M1
72BROWN ADVISORY INC$2.4M1
73COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.4M1
74MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.3M1
75Amundi$2.2M1
76MACQUARIE GROUP LTD$2.2M1
77Boston Partners$2.2M1
78Pathstone Holdings, LLC$2.0M1
79ROYAL BANK OF CANADA$2.0M1
80Presima Securities ULC$2.0M1
81ExodusPoint Capital Management, LP$2.0M1
82Federation des caisses Desjardins du Quebec$1.9M1
83JENNISON ASSOCIATES LLC$1.8M1
84Edgestream Partners, L.P.$1.8M1
85CenterBook Partners LP$1.7M1
86Janus Henderson Group Ltd.$1.6M1
87Resona Asset Management Co.,Ltd.$1.5M1
88Vanguard Global Advisers, LLC$1.4M1
89Daiwa Securities Group Inc.$1.4M1
90Aberdeen Group plc$1.4M1
91MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.3M1
92SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
93Point72 Asset Management, L.P.$1.1M1
94KLP KAPITALFORVALTNING AS$1.0M1
95STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$985K1
96Cerity Partners LLC$968K1
97Arizona State Retirement System$952K1
98CWM, LLC$937K1
99New Age Alpha Advisors, LLC$914K1
100SCOTIA CAPITAL INC.$912K1
101Squarepoint Ops LLC$907K1
102Metis Global Partners, LLC$906K1
103BANK OF MONTREAL /CAN/$878K1
104Sumitomo Mitsui DS Asset Management Company, Ltd$856K1
105FIFTH THIRD BANCORP$853K1
106BARROW HANLEY MEWHINNEY & STRAUSS LLC$841K1
107FIRST TRUST ADVISORS LP$837K1
108STATE OF MICHIGAN RETIREMENT SYSTEM$833K1
109Quantinno Capital Management LP$807K1
110OPPENHEIMER ASSET MANAGEMENT INC.$806K1
111LPL Financial LLC$805K1
112EXCHANGE TRADED CONCEPTS, LLC$793K1
113INTECH INVESTMENT MANAGEMENT LLC$779K1
114NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$774K1
115WESTPAC BANKING CORP$759K1
116EVOLVE PRIVATE WEALTH, LLC$743K1
117UniSuper Management Pty Ltd$710K1
118OREGON PUBLIC EMPLOYEES RETIREMENT FUND$710K1
119Vident Advisory, LLC$688K1
120D. E. Shaw & Co., Inc.$646K1
121ProShare Advisors LLC$644K1
122PRUDENTIAL FINANCIAL INC$638K1
123Vanguard Personalized Indexing Management, LLC$631K1
124NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$613K1
125Allworth Financial LP$603K1
126Groupe la Francaise$603K1
127WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$584K1
128Creative Planning$573K1
129IFM Investors Pty Ltd$566K1
130HighTower Advisors, LLC$556K1
131M&T BANK CORP$550K1
132NISSAY ASSET MANAGEMENT CORP /JAPAN$545K1
133Pictet Asset Management Holding SA$517K1
134XPONANCE LLC$502K1
135Corient Private Wealth LLC$474K1
136Atom Investors LP$473K1
137Carnegie Lake Advisors LLC$398K1
138Swiss Life Asset Management Ltd$387K1
139Sanctuary Advisors, LLC$380K1
140Blue Trust, Inc.$376K1
141MERCER GLOBAL ADVISORS INC /ADV$364K1
142WINTON GROUP Ltd$362K1
143Schonfeld Strategic Advisors LLC$306K1
144Tower Research Capital LLC (TRC)$297K1
145Crossmark Global Holdings, Inc.$276K1
146DnB Asset Management AS$275K1
147STIFEL FINANCIAL CORP$275K1
148XTX Topco Ltd$271K1
149QUADRANT CAPITAL GROUP LLC$265K1
150Moors & Cabot, Inc.$260K1
151ZWJ INVESTMENT COUNSEL INC$256K1
152SECURIAN ASSET MANAGEMENT, INC$255K1
153Sequoia Financial Advisors, LLC$242K1
154BAILARD, INC.$242K1
155Vanderbilt University$241K1
156HB Wealth Management, LLC$227K1
157EP Wealth Advisors, LLC$216K1
158CIBC Bancorp USA Inc.$213K1
159Beverly Hills Private Wealth, LLC$209K1
160EntryPoint Capital, LLC$205K1
161Central Pacific Bank - Trust Division$193K1
162Smartleaf Asset Management LLC$185K1
163Ensign Peak Advisors, Inc$141K1
164FIL Ltd$121K1
165OSAIC HOLDINGS, INC.$110K1
166Wilmington Savings Fund Society, FSB$91.8K1
167Mirae Asset Global Investments Co., Ltd.$71.4K1
168US BANCORP \DE\$70.4K1
169FINANCIAL CONSULATE, INC$41.2K1
170BROOKFIELD Corp /ON/$30.4K1
171Kemnay Advisory Services Inc.$28.6K1
172Destiny Wealth Partners, LLC$27.2K1
173UMB Bank, n.a.$24.7K1
174Optiver Holding B.V.$19.5K1
175Parkside Financial Bank & Trust$17.7K1
176WOLFF WIESE MAGANA LLC$14.3K1
177Clearstead Trust, LLC$13.1K1
178Aster Capital Management (DIFC) Ltd$11.4K1
179Activest Wealth Management$11.0K1
180Costello Asset Management, INC$9.0K1
181MATHER GROUP, LLC.$7.7K1
182CANADA LIFE ASSURANCE Co$7.7K1
183HRT FINANCIAL LP$6.8K1
184Sapience Investments, LLC$6.8K1
185WPG Advisers, LLC$5.3K1
186SIGNATUREFD, LLC$5.2K1
187MAI Capital Management$5.0K1
188NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.6K1
189Manchester Capital Management LLC$4.5K1
190Steward Partners Investment Advisory, LLC$4.5K1
191NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.4K1
192MilWealth Group LLC$3.4K1
193FARMERS & MERCHANTS INVESTMENTS INC$3.1K1
194Bell Investment Advisors, Inc$3.1K1
195PEAPACK GLADSTONE FINANCIAL CORP$3.0K1
196PFS Partners, LLC$2.5K1
197ASSETMARK, INC$2.4K1
198Sachetta, LLC$2.4K1
199State of Alaska, Department of Revenue$2.3K1
2001 NORTH WEALTH SERVICES LLC$2.1K1
201THRIVENT FINANCIAL FOR LUTHERANS$1.4K1
202Kilter Group LLC$1.3K1
203Spire Wealth Management$1.2K1
204PICTON MAHONEY ASSET MANAGEMENT$1.2K1
205VAN ECK ASSOCIATES CORP$1.2K1
206Elequin Capital, LP$1.0K1
207Keating Financial Advisory Services, Inc.$1.0K1
208TD Capital Management LLC$1.0K1
209True Wealth Design, LLC$9801
210Clearstead Advisors, LLC$9181
211Caitong International Asset Management Co., Ltd$8571
212DekaBank Deutsche Girozentrale$8481
213Vestcor Inc$6821
214Transamerica Financial Advisors, LLC$4011
215Pinnacle Wealth Planning Services, Inc.$1841
216Private Wealth Management Group, LLC$1531
217KBC Group NV$1181
218Godfrey Financial Associates, Inc.$921
219VALLEY NATIONAL ADVISERS INC$151
220Capital Advisors, Ltd. LLC$61
221VANGUARD GROUP INC— value not disclosed1
222MACKENZIE FINANCIAL CORP— value not disclosed1
223ONTARIO TEACHERS PENSION PLAN BOARD— value not disclosed1
224VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
225CIBC WORLD MARKETS CORP— value not disclosed1
226CSS LLC/IL— value not disclosed1
227LAZARD ASSET MANAGEMENT LLC— value not disclosed1
228ALGERT GLOBAL LLC— value not disclosed1
229CIBC Private Wealth Group LLC— value not disclosed1
230Clearbridge Investments, LLC— value not disclosed1
231NORGES BANK— value not disclosed1
232TWO SIGMA ADVISERS, LP— value not disclosed1
233Cambria Investment Management, L.P.— value not disclosed1
234FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
235Atria Investments, Inc— value not disclosed1
236LMR Partners LLP— value not disclosed1
237DV Trading LLC— value not disclosed1
238Global Retirement Partners, LLC— value not disclosed1
239TWINBEECH CAPITAL LP— value not disclosed1
240IEQ CAPITAL, LLC— value not disclosed1
241AlphaQuest LLC— value not disclosed1
242Greenland Capital Management LP— value not disclosed1
243SageView Advisory Group, LLC— value not disclosed1
244Dunhill Financial, LLC— value not disclosed1
245Sivia Capital Partners, LLC— value not disclosed1
246OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 220 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CDP

RETAINED WINDOW · ACTIVE HITS

Zero hits on CDP in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CDP · financials and macro

Financials — as filed PLANNED

CDP's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CDP on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing