Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
LDP- Exchange
- NYSE
- SEC CIK
- 0001548717
No open-market purchases or sales by Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. insiders were filed in the last 90 days; 80 institutions reported holding it in 13F filings for Q2 2026, worth $182.6M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 71
- +5 vs. Q3 2021
- Shares held
- 6.48M
- +252.8K (+4.1%) vs. Q3 2021
- Total value
- $169.5M
- −$190.7K (−0.1%) vs. Q3 2021
- New holders
- 11
- 14 more added
- Sold out
- 6
- 25 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LDP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 80 | $182.6M |
| Q1 2026 | 84 | $166.3M |
| Q4 2025 | 81 | $169.9M |
| Q3 2025 | 77 | $177.4M |
| Q2 2025 | 76 | $178.1M |
| Q1 2025 | 79 | $164.5M |
| Q4 2024 | 71 | $154.9M |
| Q3 2024 | 66 | $162.3M |
| Q2 2024 | 67 | $155.2M |
| Q1 2024 | 63 | $146.2M |
| Q4 2023 | 75 | $133.1M |
| Q3 2023 | 70 | $113.5M |
| Q2 2023 | 67 | $119.4M |
| Q1 2023 | 68 | $120.1M |
| Q4 2022 | 74 | $142.6M |
| Q3 2022 | 72 | $122.8M |
| Q2 2022 | 74 | $138.2M |
| Q1 2022 | 75 | $145.9M |
| Q4 2021 | 71 | $169.5M |
| Q3 2021 | 67 | $169.9M |
| Q2 2021 | 66 | $180.8M |
| Q1 2021 | 68 | $169.4M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,301,063 | $34.5M | 0.01% | +35,069+2.8% | Added |
| Morgan Stanley | 1,180,085 | $31.2M | 0.00% | −4,438−0.4% | Reduced |
| Bramshill Investments, LLC | 889,800 | $23.6M | 2.31% | +237,717+36.5% | Added |
| Bank of America Corp | 783,224 | $20.7M | 0.00% | −25,446−3.1% | Reduced |
| Chicago Partners Investment Group LLC | 542,631 | $12.4M | 0.88% | −7,160−1.3% | Reduced |
| Baldwin Brothers Inc | 319,513 | $8.46M | 0.85% | −360.0% | Reduced |
| Invesco Ltd. | 290,767 | $7.70M | 0.00% | −4,051−1.4% | Reduced |
| LexAurum Advisors, LLC | 137,570 | $3.64M | 1.19% | −1,900−1.4% | Reduced |
| Greatmark Investment Partners, Inc. | 127,312 | $3.37M | 0.57% | +1,825+1.5% | Added |
| Carmichael Hill & Associates, Inc. | 71,675 | $1.90M | 0.96% | +278+0.4% | Added |
| LPL Financial LLC | 70,073 | $1.86M | 0.00% | +2,921+4.3% | Added |
| YorkBridge Wealth Partners, LLC | 60,257 | $1.60M | 0.36% | −131−0.2% | Reduced |
| Wells Fargo & Company | 51,031 | $1.35M | 0.00% | −1,215−2.3% | Reduced |
| Royal Bank of Canada | 44,844 | $1.19M | 0.00% | +4,128+10.1% | Added |
| Raymond James & Associates | 39,858 | $1.05M | 0.00% | −853−2.1% | Reduced |
| Synovus Financial Corp | 38,080 | $1.01M | 0.01% | −1,484−3.8% | Reduced |
| Fiera Capital Corp | 37,283 | $987.0K | 0.00% | +1,009+2.8% | Added |
| Guggenheim Capital LLC | 31,514 | $834.0K | 0.00% | −9,027−22.3% | Reduced |
| JPMorgan Chase & Co | 29,551 | $783.0K | 0.00% | +843+2.9% | Added |
| Advisor Group Holdings, Inc. | 29,526 | $782.0K | 0.00% | −998−3.3% | Reduced |
| Cerity Partners LLC | 27,210 | $721.0K | 0.01% | −23−0.1% | Reduced |
| BerganKDV Wealth Management, LLC | 24,224 | $641.0K | 0.07% | −634−2.6% | Reduced |
| Stifel Financial Corp | 22,610 | $599.0K | 0.00% | +22,610 | New |
| Janney Montgomery Scott LLC | 21,804 | $577.0K | 0.00% | −600−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 21,138 | $559.0K | 0.00% | −148−0.7% | Reduced |
| Winfield Associates, Inc. | 20,837 | $552.0K | 0.18% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 20,578 | $545.0K | 0.00% | −1,004−4.7% | Reduced |
| Davenport & Co LLC | 20,450 | $542.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,738 | $469.0K | 0.00% | −8,131−31.4% | Reduced |
| Oder Investment Management, LLC | 15,929 | $422.0K | 0.60% | +3,943+32.9% | Added |
| Rockefeller Capital Management L.P. | 13,360 | $353.0K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 13,075 | $346.0K | 0.07% | +13,075 | New |
| Northwestern Mutual Wealth Management Co | 12,020 | $318.0K | 0.00% | +7,489+165.3% | Added |
| Capital Investment Advisors, LLC | 11,790 | $312.0K | 0.01% | −2,160−15.5% | Reduced |
| Prospera Financial Services Inc | 11,800 | $312.0K | 0.01% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 11,500 | $305.0K | 0.27% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,000 | $265.0K | 0.01% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 9,442 | $250.0K | 0.49% | +491+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,312 | $247.0K | 0.00% | −102−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 9,261 | $245.0K | 0.01% | +17+0.2% | Added |
| Loveless Wealth Management LLC | 8,100 | $214.0K | 0.12% | −80−1.0% | Reduced |
| First Foundation Advisors | 8,055 | $213.0K | 0.01% | −1,420−15.0% | Reduced |
| IHT Wealth Management, LLC | 7,967 | $211.0K | 0.02% | +7,967 | New |
| Truist Financial Corp | 7,863 | $208.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,553 | $147.0K | 0.00% | +30+0.5% | Added |
| Rocky Mountain Advisers, LLC | 5,250 | $139.0K | 0.16% | 00.0% | Unchanged |
| US Bancorp | 4,820 | $127.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,794 | $127.0K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 4,724 | $125.0K | 0.12% | +4,724 | New |
| Spire Wealth Management | 2,919 | $77.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,400 | $64.0K | 0.00% | +2,400 | New |
| Lindbrook Capital, LLC | 2,000 | $53.0K | 0.01% | +2,000 | New |
| Whittier Trust Co | 1,572 | $42.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,484 | $39.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,433 | $37.9K | 0.00% | −989−40.8% | Reduced |
| Carroll Financial Associates, Inc. | 1,100 | $29.0K | 0.00% | −2,861−72.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $26.0K | 0.00% | +1,000 | New |
| MV Capital Management, Inc. | 800 | $21.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 796 | $21.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 800 | $21.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 599 | $16.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 400 | $11.0K | 0.00% | −1,336−77.0% | Reduced |
| Montag A & Associates Inc | 303 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 331 | $8.00K | 0.00% | +331 | New |
| Key Financial Inc | 246 | $7.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 189 | $5.00K | 0.00% | +189 | New |
| Snowden Capital Advisors LLC | 200 | $5.00K | 0.00% | +200 | New |
| Sound Income Strategies, LLC | 103 | $3.00K | 0.00% | +2+2.0% | Added |
| Allworth Financial LP | 100 | $3.00K | 0.00% | +100 | New |
| Total Clarity Wealth Management, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −12,850−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −7,440−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |