Titelia

Fund shareholders of COPT Defense Properties

ISIN US22002T1088 · United States · LEI YY1J47X6LF9TYY8JY420

Fund shareholders
384
Of which ETFs
86 298 other funds
Value held
1.6B $ 10.8M SEK
Share of capital
45.1 % of 113.4M shares on Jul 20, 2026
FundSharesValueWeight in fundShare of capital
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 84,7482.6M $1.31 %0.07 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 83,9652.7M $0.24 %0.07 %as of Feb 28, 2026
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 83,5242.6M $0.23 %0.07 %as of Mar 31, 2026
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 83,3442.6M $0.11 %0.07 %as of Apr 30, 2026
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 83,3032.6M $0.10 %0.07 %as of Feb 28, 2026
PIMCO RAE US Small Fund PIMCO Equity Series 82,4672.5M $0.08 %0.07 %as of Mar 31, 2026
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 82,2482.5M $0.22 %0.07 %as of Mar 31, 2026
LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 82,0252.5M $2.52 %0.07 %as of Mar 31, 2026
NVIT Real Estate Fund Nationwide Variable Insurance Trust 80,2982.5M $1.25 %0.07 %as of Mar 31, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 78,6702.5M $0.00 %0.07 %as of Apr 30, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 77,0002.4M $0.12 %0.07 %as of Mar 31, 2026
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 72,2692.2M $0.09 %0.06 %as of Mar 31, 2026
Mid Cap Index Fund Northern Funds 70,9782.2M $0.11 %0.06 %as of Mar 31, 2026
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 68,0252.1M $0.78 %0.06 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 65,2482M $0.00 %0.06 %as of Apr 30, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 64,9962M $0.64 %0.06 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 64,6722.1M $0.01 %0.06 %as of Feb 28, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 63,2421.9M $0.00 %0.06 %as of Mar 31, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 62,1881.9M $0.21 %0.05 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 61,8721.9M $0.10 %0.05 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 59,4101.8M $0.11 %0.05 %as of Mar 31, 2026
Boston Partners Long/Short Research Fund RBB Fund, Inc. 58,9341.9M $0.31 %0.05 %as of Feb 28, 2026
iShares Core S&P U.S. Value ETF iShares Trust 58,8121.8M $0.01 %0.05 %as of Mar 31, 2026
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 58,5371.9M $0.17 %0.05 %as of Feb 27, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 57,9231.8M $0.01 %0.05 %as of Apr 30, 2026
PIMCO All Asset: Multi-Real Fund PIMCO Funds 57,3061.8M $0.08 %0.05 %as of Mar 31, 2026
AQR Managed Futures Strategy Fund AQR Funds 56,3331.7M $0.06 %0.05 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 54,9491.7M $0.01 %0.05 %as of Mar 31, 2026
Penn Series Small Cap Value Fund Penn Series Funds Inc 54,6311.7M $1.16 %0.05 %as of Mar 31, 2026
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 53,9891.7M $0.13 %0.05 %as of Feb 28, 2026
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 53,6881.6M $0.11 %0.05 %as of Mar 31, 2026
FlexShares Global Quality Real Estate Index Fund FlexShares Trust 53,5501.7M $0.44 %0.05 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 53,1121.6M $0.12 %0.05 %as of Mar 31, 2026
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 52,5261.6M $0.11 %0.05 %as of Mar 31, 2026
Small Cap Value Fund VALIC Co I 52,4661.7M $0.65 %0.05 %as of Feb 28, 2026
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 51,4241.6M $0.36 %0.05 %as of Mar 31, 2026
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 51,0001.6M $0.03 %0.04 %as of Apr 30, 2026
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 50,6351.6M $0.27 %0.04 %as of Apr 30, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 49,3841.5M $0.11 %0.04 %as of Apr 30, 2026
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 48,9301.6M $0.51 %0.04 %as of Feb 28, 2026
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 46,8621.5M $1.37 %0.04 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 45,8261.5M $0.12 %0.04 %as of Feb 28, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 45,6881.4M $0.05 %0.04 %as of Mar 31, 2026
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 44,7761.4M $0.10 %0.04 %as of Apr 30, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 43,4961.4M $0.19 %0.04 %as of Apr 30, 2026
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 43,2471.4M $0.08 %0.04 %as of Feb 28, 2026
MidCap S&P 400 Index Fund Principal Funds, Inc 43,2171.4M $0.10 %0.04 %as of Apr 30, 2026
The Institutional U.S. Equity Portfolio HC Capital Trust 42,8891.3M $0.05 %0.04 %as of Mar 31, 2026
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 42,8681.3M $1.10 %0.04 %as of Mar 31, 2026
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 42,5871.3M $0.11 %0.04 %as of Mar 31, 2026
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 42,5441.3M $0.83 %0.04 %as of Mar 31, 2026
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 42,4251.3M $0.09 %0.04 %as of Apr 30, 2026
Global Real Estate Securities Fund GuideStone Funds 41,9691.3M $0.41 %0.04 %as of Mar 31, 2026
Victory Small Cap Stock Fund Victory Portfolios III 41,8501.3M $0.14 %0.04 %as of Apr 30, 2026
iShares Core S&P U.S. Growth ETF iShares Trust 40,6011.2M $0.00 %0.04 %as of Mar 31, 2026
Mid Cap Index Trust John Hancock Variable Insurance Trust 40,1281.2M $0.11 %0.04 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 39,8131.2M $0.05 %0.04 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 39,1201.2M $0.06 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 39,1001.2M $0.05 %0.03 %as of Mar 31, 2026
AQR Managed Futures Strategy HV Fund AQR Funds 39,0501.2M $0.10 %0.03 %as of Mar 31, 2026
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 38,3391.2M $0.10 %0.03 %as of Mar 31, 2026
DWS RREEF Global Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST 38,3371.2M $0.64 %0.03 %as of Mar 31, 2026
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 38,2171.2M $0.11 %0.03 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 37,6731.2M $0.18 %0.03 %as of Mar 31, 2026
Global Real Estate Index Fund Northern Funds 37,5881.2M $0.17 %0.03 %as of Mar 31, 2026
VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 37,1451.1M $0.14 %0.03 %as of Mar 31, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 36,98110.8M SEK0.04 %0.03 %as of Mar 31, 2026
Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II 36,7411.2M $0.12 %0.03 %as of Feb 28, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 36,1011.1M $0.12 %0.03 %as of Mar 31, 2026
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 35,3921.1M $0.21 %0.03 %as of Mar 31, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 33,9911.1M $0.03 %0.03 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 33,9341M $0.11 %0.03 %as of Mar 31, 2026
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 33,7571M $0.16 %0.03 %as of Mar 31, 2026
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 33,0331M $0.11 %0.03 %as of Mar 31, 2026
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 32,159984.1K $0.34 %0.03 %as of Mar 31, 2026
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 31,374960K $0.16 %0.03 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 30,127921.9K $0.01 %0.03 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 29,987917.6K $0.12 %0.03 %as of Mar 31, 2026
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 29,403918.8K $0.06 %0.03 %as of Apr 30, 2026
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 27,637845.7K $1.47 %0.02 %as of Mar 31, 2026
Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC 27,053827.8K $0.25 %0.02 %as of Mar 31, 2026
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 26,495810.7K $0.23 %0.02 %as of Mar 31, 2026
AB US Low Volatility Equity ETF AB Active ETFs, Inc. 26,483841.6K $0.45 %0.02 %as of Feb 28, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 26,268834.8K $0.01 %0.02 %as of Feb 28, 2026
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 25,453778.9K $0.11 %0.02 %as of Mar 31, 2026
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 25,325804.8K $0.40 %0.02 %as of Feb 28, 2026
Guardian Strategic Large Cap Core VIP Fund Guardian Variable Products Trust 24,525750.5K $0.42 %0.02 %as of Mar 31, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 23,787743.3K $0.11 %0.02 %as of Apr 30, 2026
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 23,655723.8K $0.16 %0.02 %as of Mar 31, 2026
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 23,469733.4K $0.46 %0.02 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 23,231710.9K $0.01 %0.02 %as of Mar 31, 2026
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,048705.3K $0.35 %0.02 %as of Mar 31, 2026
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 22,837698.8K $0.09 %0.02 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 22,804697.8K $0.46 %0.02 %as of Mar 31, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 22,629707.2K $0.06 %0.02 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 22,626692.4K $0.12 %0.02 %as of Mar 31, 2026
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 22,396711.7K $0.51 %0.02 %as of Feb 28, 2026
BlackRock Dynamic High Income Portfolio BlackRock Funds II 22,310697.2K $0.04 %0.02 %as of Apr 30, 2026
Small Cap Value Fund Northern Funds 22,077675.6K $0.11 %0.02 %as of Mar 31, 2026
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 21,764666K $0.13 %0.02 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
VanEck Office and Commercial REIT ETF VanEck ETF Trust 8.78 %as of Mar 31, 2026
WESTWOOD REAL ESTATE INCOME FUND Ultimus Managers Trust 3.85 %as of Apr 30, 2026
Intelligent Real Estate ETF Tidal Trust I 2.87 %as of Apr 30, 2026
LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2.52 %as of Mar 31, 2026
CHANNING INTRINSIC VALUE SMALL-CAP FUND Valued Advisers Trust 2.40 %as of Apr 30, 2026
BlackRock Real Estate Securities Fund BlackRock Funds 2.06 %as of Apr 30, 2026
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 1.86 %as of Apr 30, 2026
Easterly Global Real Estate Fund James Alpha Funds Trust 1.75 %as of Feb 28, 2026
U.S. Diversified Real Estate ETF ETF Series Solutions 1.73 %as of Feb 28, 2026
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 1.70 %as of Mar 31, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2383-451,063,400-4.7 %
2026Q1387+153,571,705-0.2 %
2025Q4386+153,679,260-0.1 %
2025Q3385-453,755,922-0.8 %
2025Q2389+754,198,949-1.0 %
2025Q1382+1954,756,666+2.6 %
2024Q4363+1153,358,719+1.0 %
2024Q3352+2552,854,788+0.7 %
2024Q2327+452,507,175+13.5 %
2024Q1323-846,247,680-11.8 %
2023Q433152,419,966

Institutional managers

310 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.21,300,778651.8M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.8,838,968245.7M $as of Mar 31, 2026
STATE STREET CORP6,836,577211.3M $as of Mar 31, 2026
JPMORGAN CHASE & CO4,856,140150.2M $as of Mar 31, 2026
EARNEST PARTNERS LLC4,523,741138.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,266,276100M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC3,245,74699.3M $as of Mar 31, 2026
Channing Capital Management, LLC2,981,16091.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/2,321,33971M $as of Mar 31, 2026
SEI INVESTMENTS CO2,292,48770.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,246,86368.8M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP2,244,18068.7M $as of Mar 31, 2026
MORGAN STANLEY2,223,50068M $as of Mar 31, 2026
DEUTSCHE BANK AG\1,756,41053.7M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC1,753,65953.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,682,29651.5M $as of Mar 31, 2026
GRS Advisors, LLC1,650,05550.5M $as of Mar 31, 2026
NORTHERN TRUST CORP1,606,36049.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,460,14644.7M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,411,20043.2M $as of Mar 31, 2026
Bank of New York Mellon Corp1,317,39140.3M $as of Mar 31, 2026
Nuveen, LLC1,191,51636.5M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,012,56431M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP972,56529.8M $as of Mar 31, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/966,85029.6M $as of Mar 31, 2026

Declared shareholders of COPT Defense Properties

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.30 %6,008,678as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of COPT Defense Properties

2 funds declare 3 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
JNL Bond Index Fund1420.1K $as of Mar 31, 2026
JNL/Fidelity Institutional Asset Management Total Bond Fund2287K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of COPT Defense Properties". https://titelia.com/en/stocks/copt-defense-properties-US22002T1088