COPT Defense Properties Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 18.09 M | $503.00 M | -0.80% | 16.08% |
| VANGUARD GROUP INC | 01/29/2026 | 17.13 M | $476.15 M | 0.76% | 15.22% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 9.24 M | $256.80 M | 9.22% | 8.21% |
| STATE STREET CORP | 02/13/2026 | 6.37 M | $178.94 M | -1.88% | 5.66% |
| EARNEST PARTNERS LLC | 02/12/2026 | 4.62 M | $128.43 M | -2.09% | 4.11% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.86 M | $107.37 M | 8.31% | 3.43% |
| WESTWOOD HOLDINGS GROUP INC | 02/17/2026 | 3.61 M | $100.33 M | 0.98% | 3.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 3.15 M | $87.56 M | 0.54% | 2.80% |
| CHANNING CAPITAL MANAGEMENT, LLC | 02/13/2026 | 2.85 M | $79.24 M | -2.17% | 2.53% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.35 M | $65.45 M | 2.87% | 2.09% |
| SEI INVESTMENTS CO | 02/13/2026 | 2.30 M | $63.94 M | -0.97% | 2.04% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 2.26 M | $62.76 M | 2.23% | 2.01% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 1.90 M | $52.71 M | 51.85% | 1.68% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 1.78 M | $49.37 M | -3.69% | 1.58% |
| NUVEEN, LLC | 02/12/2026 | 1.76 M | $49.04 M | -29.30% | 1.57% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.66 M | $46.07 M | 1.46% | 1.47% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.61 M | $44.67 M | -4.65% | 1.43% |
| NORTHERN TRUST CORP | 02/17/2026 | 1.53 M | $42.55 M | -6.80% | 1.36% |
| FMR LLC | 02/17/2026 | 1.46 M | $40.48 M | -44.03% | 1.29% |
| NORGES BANK | 02/10/2026 | 1.43 M | $39.68 M | 100.00% | 1.27% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.30 M | $36.10 M | -3.10% | 1.15% |
| MORGAN STANLEY | 02/13/2026 | 1.14 M | $31.82 M | 16.32% | 1.02% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.07 M | $29.83 M | -2.17% | 0.95% |
| GRS ADVISORS, LLC | 02/17/2026 | 1.04 M | $28.98 M | 6.66% | 0.92% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 01/13/2026 | 1.02 M | $28.30 M | 1.63% | 0.90% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 02/10/2026 | 1.02 M | $28.27 M | -28.80% | 0.90% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 967.90 K | $26.91 M | 7.54% | 0.86% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 956.94 K | $26.60 M | 87.07% | 0.85% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 02/17/2026 | 943.66 K | $26.23 M | -1.63% | 0.84% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 865.17 K | $24.05 M | 135.75% | 0.77% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 02/13/2026 | 823.74 K | $22.90 M | -5.99% | 0.73% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 795.34 K | $22.11 M | 0.44% | 0.71% |
| INVESCO LTD. | 02/19/2026 | 768.24 K | $21.36 M | 1.35% | 0.68% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 764.94 K | $21.27 M | 7.56% | 0.68% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 745.08 K | $20.71 M | -2.53% | 0.66% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 650.25 K | $18.08 M | -0.45% | 0.58% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 627.80 K | $17.45 M | 6.95% | 0.56% |
| LEEWARD INVESTMENTS, LLC - MA | 02/05/2026 | 592.34 K | $16.47 M | 21.43% | 0.53% |
| RETIREMENT SYSTEMS OF ALABAMA | 01/15/2026 | 572.08 K | $15.90 M | -0.12% | 0.51% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 493.44 K | $13.89 M | -0.93% | 0.44% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 477.07 K | $13.26 M | 15,030.76% | 0.42% |
| UBS GROUP AG | 01/29/2026 | 457.21 K | $12.71 M | 229.60% | 0.41% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 457.11 K | $12.71 M | 11.41% | 0.41% |
| BARCLAYS PLC | 02/13/2026 | 433.12 K | $12.04 M | 57.66% | 0.38% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 413.28 K | $11.49 M | 103.54% | 0.37% |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 02/18/2026 | 370.87 K | $11.43 M | 7.68% | 0.33% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 369.67 K | $10.28 M | -19.95% | 0.33% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 363.79 K | $10.11 M | 16.04% | 0.32% |
| RHUMBLINE ADVISERS | 02/13/2026 | 356.42 K | $9.91 M | -7.66% | 0.32% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 352.18 K | $9.79 M | 219.81% | 0.31% |
COPT Defense Properties institutional Ownership - FAQ's
During the previous two years, 373 institutional investors and hedge funds held shares of COPT Defense Properties. The most heavily invested institutionals were:
DEUTSCHE BANK AG\: 1.76 M
PRINCIPAL FINANCIAL GROUP INC: 1.75 M
DIMENSIONAL FUND ADVISORS LP: 1.68 M
Bank of New York Mellon Corp: 1.32 M
Nuveen, LLC: 1.19 M
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/: 966,850
109.47% of COPT Defense Properties stock is owned by institutional investors.
Institutional investors have bought a total of 147.93 M shares in the last 24 months. This purchase volume represents approximately $4.79 B in transactions.