Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COPT DEFENSE PROPERTIES (CDP)

314 + Investors. Track Smart Money conviction in CDP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — CDP

Based on 300 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CDP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
300 hedge funds hold CDP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CDP is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

136 buying158 selling
Last quarter: 158 funds reduced or exited vs 136 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 37 → 33 → 43 → 32. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 18% medium ■ 12% new
211 out of 300 hedge funds have held CDP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~32 new funds/quarter

39 → 37 → 33 → 43 → 32 new funds/Q
New funds entering each quarter: 37 → 33 → 43 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 9% 1-2yr ■ 17% new
Of 300 current holders: 221 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
60 of 300 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in CDP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CDP

In 2025 Q4, 136 hedge funds were net buyers of CDP (32 opened a new position, 104 added to an existing one), while 158 reduced or exited (122 trimmed, 36 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 55% of total institutional value in CDP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 300.

Hedge Fund Ownership: CDP

How many hedge funds hold CDP — quarterly history vs. share price
Quarterly hedge fund ownership of CDP vs. share price

Market Analysis: CDP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CDP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy COPT DEFENSE PROPERTIES (CDP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CDP has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
CDP
+6.6%
XLRE
+7.6%

CDP outperformed XLRE by -1.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
CDP
+0.9%
XLRE
+1.6%

Since the filing became public, CDP outperformed XLRE by -0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 1 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: CDP
314 + Investors

Track Smart Money conviction in CDP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 314 300 4.67%
13F Shares 123M 123M -0.14%
Total Value $3.69B $3.42B 7.91%
New Positions 47 32 +15
Increased Positions 109 104 +5
Closed Positions 33 36 -3
Reduced Positions 108 122 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CDP

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Institutional Holders (2026 Q1)

314 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CDP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of CDP — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GRS Advisors, LLC 4.99% 1,650,055 $50.5M
2 Bayhunt Capital LLC 3.41% 129,584 $3.6M
3 Channing Capital Management, LLC 2.34% 2,981,160 $91.2M
4 Alpha Wave Global, LP 1.61% 415,118 $12.7M
5 Presima Securities ULC 1.13% 65,602 $2.0M
6 Sapience Investments, LLC 0.88% 223 $7K
7 Leeward Investments, LLC - MA 0.87% 578,238 $17.7M
8 WESTWOOD HOLDINGS GROUP INC 0.72% 3,245,746 $99.3M
9 EARNEST PARTNERS LLC 0.57% 4,523,741 $138.4M
10 Passive Capital Management, LLC. 0.39% 42,921 $1.3M
11 EASTERLY INVESTMENT PARTNERS LLC 0.33% 140,663 $4.3M
12 FRONTIER CAPITAL MANAGEMENT CO LLC 0.28% 903,876 $27.7M
13 KENNEDY CAPITAL MANAGEMENT LLC 0.17% 259,233 $7.9M
14 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.16% 966,850 $29.6M
15 Carnegie Lake Advisors LLC 0.16% 13,000 $398K
16 Northwest & Ethical Investments L.P. 0.13% 188,377 $5.8M
17 BOOTHBAY FUND MANAGEMENT, LLC 0.13% 326,631 $10.0M
18 Dana Investment Advisors, Inc. 0.11% 123,575 $3.8M
19 CenterBook Partners LP 0.09% 56,380 $1.7M
20 Campbell & CO Investment Adviser LLC 0.08% 48,349 $1.5M
21 ALLIANCEBERNSTEIN L.P. 0.08% 8,838,968 $245.7M
22 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.07% 12,000 $367K
23 SEI INVESTMENTS CO 0.06% 2,292,487 $70.2M
24 Entropy Technologies, LP 0.06% 43,789 $1.3M
25 EntryPoint Capital, LLC 0.06% 6,714 $205K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — COPT DEFENSE PROPERTIES (CDP)

What does the Smart Money Trend signal show for CDP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CDP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CDP?

More sellers than buyers — 46% buying: Last quarter: 158 funds reduced or exited vs 136 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CDP holders?

Elite ownership — 55% AUM from top-100 funds: 60 of 300 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in CDP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CDP?

70% of holders stayed for 2+ years: 211 out of 300 hedge funds have held CDP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy COPT DEFENSE PROPERTIES (CDP) following the 2026 Q1 hedge fund 13F filings?

As of today, CDP has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLRE sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), CDP has gained +6.6% vs +7.6% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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