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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
222MACKENZIE FINANCIAL CORP$01
223ONTARIO TEACHERS PENSION PLAN BOARD$01
224VIRGINIA RETIREMENT SYSTEMS ET Al$01
225CIBC WORLD MARKETS CORP$01
226CSS LLC/IL$01
227LAZARD ASSET MANAGEMENT LLC$01
228ALGERT GLOBAL LLC$01
229CIBC Private Wealth Group LLC$01
230Clearbridge Investments, LLC$01
231NORGES BANK$01
232TWO SIGMA ADVISERS, LP$01
233Cambria Investment Management, L.P.$01
234FOX RUN MANAGEMENT, L.L.C.$01
235Atria Investments, Inc$01
236LMR Partners LLP$01
237DV Trading LLC$01
238Global Retirement Partners, LLC$01
239TWINBEECH CAPITAL LP$01
240IEQ CAPITAL, LLC$01
241AlphaQuest LLC$01
242Greenland Capital Management LP$01
243SageView Advisory Group, LLC$01
244Dunhill Financial, LLC$01
245Sivia Capital Partners, LLC$01
246OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 246 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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