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, Q1 2022
Institutional positions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. as of Mar 31, 2022. 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
- 75
- +5 vs. Q4 2021
- Shares held
- 6.42M
- −56.5K (−0.9%) vs. Q4 2021
- Total value
- $145.9M
- −$23.6M (−13.9%) vs. Q4 2021
- New holders
- 16
- 23 more added
- Sold out
- 11
- 19 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 106 | $2.00K | 0.00% | +3+2.9% | Added |
| JJJ Advisors Inc. | 189 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 246 | $6.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 303 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 342 | $7.00K | 0.00% | +11+3.3% | Added |
| US Bancorp | 391 | $9.00K | 0.00% | −4,429−91.9% | Reduced |
| Citigroup Inc | 411 | $9.00K | 0.00% | +11+2.8% | Added |
| Herold Advisors, Inc. | 400 | $9.17K | 0.00% | +400 | New |
| IFP Advisors, Inc | 284 | $10.0K | 0.00% | +284 | New |
| First Manhattan Co | 800 | $18.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 800 | $18.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 801 | $18.0K | 0.00% | +801 | New |
| Huntington National Bank | – | $23.0K | 0.00% | – | New |
| American Portfolios Advisors | 1,296 | $29.7K | 0.00% | −137−9.6% | Reduced |
| Whittier Trust Co | 1,572 | $36.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,919 | $67.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 3,405 | $69.0K | 0.05% | +3,405 | New |
| Commons Capital, LLC | 4,724 | $108.0K | 0.12% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,868 | $112.0K | 0.00% | +74+1.5% | Added |
| Rocky Mountain Advisers, LLC | 5,250 | $120.0K | 0.13% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,614 | $129.0K | 0.00% | +61+1.1% | Added |
| Money Concepts Capital Corp | 5,994 | $137.0K | 0.01% | +5,994 | New |
| IHT Wealth Management, LLC | 9,227 | $211.0K | 0.02% | +1,260+15.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,336 | $214.0K | 0.00% | +24+0.3% | Added |
| Wetherby Asset Management Inc | 10,000 | $229.0K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 10,000 | $229.0K | 0.01% | +10,000 | New |
| SMH Capital Advisors Inc | 10,282 | $236.0K | 0.38% | +840+8.9% | Added |
| Northwestern Mutual Wealth Management Co | 10,413 | $239.0K | 0.00% | −1,607−13.4% | Reduced |
| Creative Planning | 10,633 | $244.0K | 0.00% | +10,633 | New |
| Capital Investment Advisors, LLC | 11,240 | $258.0K | 0.01% | −550−4.7% | Reduced |
| Garrison Bradford & Associates Inc | 11,500 | $264.0K | 0.26% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,800 | $270.0K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 12,931 | $296.0K | 0.09% | +12,931 | New |
| Logan Stone Capital, LLC | 13,800 | $316.0K | 0.23% | +13,800 | New |
| HighTower Advisors, LLC | 15,864 | $363.0K | 0.00% | −1,874−10.6% | Reduced |
| Oder Investment Management, LLC | 15,961 | $366.0K | 0.42% | +32+0.2% | Added |
| Winfield Associates, Inc. | 18,137 | $416.0K | 0.15% | −2,700−13.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,994 | $435.0K | 0.00% | −1,584−7.7% | Reduced |
| Mariner Investment Group LLC | 20,019 | $459.0K | 0.58% | +20,019 | New |
| Kestra Private Wealth Services, LLC | 20,296 | $465.0K | 0.02% | +11,035+119.2% | Added |
| Davenport & Co LLC | 20,450 | $469.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 20,804 | $477.0K | 0.00% | −1,000−4.6% | Reduced |
| Baird Financial Group, Inc. | 21,084 | $483.0K | 0.00% | +21,084 | New |
| Commonwealth Equity Services, LLC | 22,090 | $506.0K | 0.00% | +952+4.5% | Added |
| Guggenheim Capital LLC | 24,399 | $559.0K | 0.00% | −7,115−22.6% | Reduced |
| Doliver Advisors, LP | 24,864 | $570.0K | 0.18% | +24,864 | New |
| Cerity Partners LLC | 27,210 | $624.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 29,650 | $680.0K | 0.00% | +99+0.3% | Added |
| BerganKDV Wealth Management, LLC | 29,868 | $685.0K | 0.07% | +5,644+23.3% | Added |
| Advisor Group Holdings, Inc. | 30,455 | $697.0K | 0.00% | +929+3.1% | Added |
| Landscape Capital Management, L.L.C. | 34,324 | $787.0K | 0.10% | +34,324 | New |
| Stifel Financial Corp | 38,427 | $881.0K | 0.00% | +15,817+70.0% | Added |
| Royal Bank of Canada | 41,488 | $951.0K | 0.00% | −3,356−7.5% | Reduced |
| Raymond James & Associates | 41,502 | $951.0K | 0.00% | +1,644+4.1% | Added |
| Synovus Financial Corp | 41,973 | $963.0K | 0.01% | +3,893+10.2% | Added |
| Parametric Portfolio Associates LLC | 46,228 | $1.06M | 0.00% | +46,228 | New |
| Fiera Capital Corp | 51,157 | $1.17M | 0.00% | +13,874+37.2% | Added |
| Wells Fargo & Company | 52,999 | $1.22M | 0.00% | +1,968+3.9% | Added |
| YorkBridge Wealth Partners, LLC | 57,146 | $1.31M | 0.29% | −3,111−5.2% | Reduced |
| Wolverine Asset Management LLC | 58,323 | $1.34M | 0.02% | +58,323 | New |
| LPL Financial LLC | 66,379 | $1.52M | 0.00% | −3,694−5.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 74,643 | $1.71M | 0.86% | +2,968+4.1% | Added |
| Greatmark Investment Partners, Inc. | 88,915 | $2.04M | 0.34% | −38,397−30.2% | Reduced |
| LexAurum Advisors, LLC | 137,629 | $3.15M | 1.03% | +590.0% | Added |
| Rockefeller Capital Management L.P. | 159,356 | $3.65M | 0.02% | +145,996+1,092.8% | Added |
| Invesco Ltd. | 299,828 | $6.87M | 0.00% | +9,061+3.1% | Added |
| Baldwin Brothers Inc | 319,421 | $7.32M | 0.78% | −920.0% | Reduced |
| Chicago Partners Investment Group LLC | 501,552 | $10.3M | 0.78% | −41,079−7.6% | Reduced |
| Bank of America Corp | 572,642 | $13.1M | 0.00% | −210,582−26.9% | Reduced |
| Bramshill Investments, LLC | 843,267 | $19.3M | 2.68% | −46,533−5.2% | Reduced |
| Morgan Stanley | 1,102,704 | $25.3M | 0.00% | −77,381−6.6% | Reduced |
| UBS Group AG | 1,253,965 | $28.7M | 0.01% | −47,098−3.6% | Reduced |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −13,075−100.0% | Sold out |
| Loveless Wealth Management LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −8,055−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −7,863−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |