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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 103 | $3.00K | 0.00% | +2+2.0% | Added |
| Allworth Financial LP | 100 | $3.00K | 0.00% | +100 | New |
| JJJ Advisors Inc. | 189 | $5.00K | 0.00% | +189 | New |
| Snowden Capital Advisors LLC | 200 | $5.00K | 0.00% | +200 | New |
| Key Financial Inc | 246 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 400 | $11.0K | 0.00% | −1,336−77.0% | Reduced |
| Eaton Vance Management | 599 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| The PNC Financial Services Group, Inc. | 1,000 | $26.0K | 0.00% | +1,000 | New |
| Carroll Financial Associates, Inc. | 1,100 | $29.0K | 0.00% | −2,861−72.2% | Reduced |
| American Portfolios Advisors | 1,433 | $37.9K | 0.00% | −989−40.8% | Reduced |
| FourThought Financial, LLC | 1,484 | $39.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,572 | $42.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,000 | $53.0K | 0.01% | +2,000 | New |
| CoreCap Advisors, LLC | 2,400 | $64.0K | 0.00% | +2,400 | New |
| Spire Wealth Management | 2,919 | $77.0K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 4,724 | $125.0K | 0.12% | +4,724 | New |
| US Bancorp | 4,820 | $127.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,794 | $127.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5,250 | $139.0K | 0.16% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,553 | $147.0K | 0.00% | +30+0.5% | Added |
| Truist Financial Corp | 7,863 | $208.0K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,967 | $211.0K | 0.02% | +7,967 | New |
| First Foundation Advisors | 8,055 | $213.0K | 0.01% | −1,420−15.0% | Reduced |
| Loveless Wealth Management LLC | 8,100 | $214.0K | 0.12% | −80−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 9,261 | $245.0K | 0.01% | +17+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,312 | $247.0K | 0.00% | −102−1.1% | Reduced |
| SMH Capital Advisors Inc | 9,442 | $250.0K | 0.49% | +491+5.5% | Added |
| Wetherby Asset Management Inc | 10,000 | $265.0K | 0.01% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 11,500 | $305.0K | 0.27% | 00.0% | Unchanged |
| 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 |
| Northwestern Mutual Wealth Management Co | 12,020 | $318.0K | 0.00% | +7,489+165.3% | Added |
| Magnus Financial Group LLC | 13,075 | $346.0K | 0.07% | +13,075 | New |
| Rockefeller Capital Management L.P. | 13,360 | $353.0K | 0.00% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 15,929 | $422.0K | 0.60% | +3,943+32.9% | Added |
| HighTower Advisors, LLC | 17,738 | $469.0K | 0.00% | −8,131−31.4% | Reduced |
| Davenport & Co LLC | 20,450 | $542.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 20,578 | $545.0K | 0.00% | −1,004−4.7% | Reduced |
| Winfield Associates, Inc. | 20,837 | $552.0K | 0.18% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,138 | $559.0K | 0.00% | −148−0.7% | Reduced |
| Janney Montgomery Scott LLC | 21,804 | $577.0K | 0.00% | −600−2.7% | Reduced |
| Stifel Financial Corp | 22,610 | $599.0K | 0.00% | +22,610 | New |
| BerganKDV Wealth Management, LLC | 24,224 | $641.0K | 0.07% | −634−2.6% | Reduced |
| Cerity Partners LLC | 27,210 | $721.0K | 0.01% | −23−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 29,526 | $782.0K | 0.00% | −998−3.3% | Reduced |
| JPMorgan Chase & Co | 29,551 | $783.0K | 0.00% | +843+2.9% | Added |
| Guggenheim Capital LLC | 31,514 | $834.0K | 0.00% | −9,027−22.3% | Reduced |
| Fiera Capital Corp | 37,283 | $987.0K | 0.00% | +1,009+2.8% | Added |
| Synovus Financial Corp | 38,080 | $1.01M | 0.01% | −1,484−3.8% | Reduced |
| Raymond James & Associates | 39,858 | $1.05M | 0.00% | −853−2.1% | Reduced |
| Royal Bank of Canada | 44,844 | $1.19M | 0.00% | +4,128+10.1% | Added |
| Wells Fargo & Company | 51,031 | $1.35M | 0.00% | −1,215−2.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 60,257 | $1.60M | 0.36% | −131−0.2% | Reduced |
| LPL Financial LLC | 70,073 | $1.86M | 0.00% | +2,921+4.3% | Added |
| Carmichael Hill & Associates, Inc. | 71,675 | $1.90M | 0.96% | +278+0.4% | Added |
| Greatmark Investment Partners, Inc. | 127,312 | $3.37M | 0.57% | +1,825+1.5% | Added |
| LexAurum Advisors, LLC | 137,570 | $3.64M | 1.19% | −1,900−1.4% | Reduced |
| Invesco Ltd. | 290,767 | $7.70M | 0.00% | −4,051−1.4% | Reduced |
| Baldwin Brothers Inc | 319,513 | $8.46M | 0.85% | −360.0% | Reduced |
| Chicago Partners Investment Group LLC | 542,631 | $12.4M | 0.88% | −7,160−1.3% | Reduced |
| Bank of America Corp | 783,224 | $20.7M | 0.00% | −25,446−3.1% | Reduced |
| Bramshill Investments, LLC | 889,800 | $23.6M | 2.31% | +237,717+36.5% | Added |
| Morgan Stanley | 1,180,085 | $31.2M | 0.00% | −4,438−0.4% | Reduced |
| UBS Group AG | 1,301,063 | $34.5M | 0.01% | +35,069+2.8% | Added |
| 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 |