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 2024
Institutional positions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. as of Dec 31, 2024. 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
- +8 vs. Q3 2024
- Shares held
- 7.66M
- +632.9K (+9.0%) vs. Q3 2024
- Total value
- $154.9M
- +$2.31M (+1.5%) vs. Q3 2024
- New holders
- 13
- 34 more added
- Sold out
- 5
- 15 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 104 | $2.10K | 0.00% | +104 | New |
| Sound Income Strategies, LLC | 133 | $2.69K | 0.00% | +3+2.3% | Added |
| Cullen/Frost Bankers, Inc. | 226 | $4.57K | 0.00% | +226 | New |
| Private Trust Co NA | 400 | $8.08K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 803 | $16.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 842 | $17.0K | 0.00% | +842 | New |
| Sunbelt Securities, Inc. | 849 | $17.1K | 0.00% | +474+126.4% | Added |
| Medallion Wealth Advisors, LLC | 975 | $19.7K | 0.01% | +975 | New |
| IFP Advisors, Inc | 1,033 | $20.9K | 0.00% | +533+106.6% | Added |
| Allworth Financial LP | 1,155 | $23.7K | 0.00% | +21+1.9% | Added |
| GWM Advisors LLC | 1,267 | $25.6K | 0.00% | +1+0.1% | Added |
| MB, Levis & Associates, LLC | 1,696 | $34.3K | 0.02% | +32+1.9% | Added |
| Vermillion Wealth Management, Inc. | 1,743 | $35.2K | 0.02% | +1,743 | New |
| Dunhill Financial, LLC | 2,000 | $40.4K | 0.02% | +1,000+100.0% | Added |
| CoreCap Advisors, LLC | 2,450 | $49.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,919 | $59.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4,000 | $80.8K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,252 | $85.9K | 0.00% | +4,252 | New |
| Venturi Wealth Management, LLC | 4,376 | $88.4K | 0.00% | +280+6.8% | Added |
| Wetherby Asset Management Inc | 10,000 | $202.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,203 | $226.3K | 0.00% | +35+0.3% | Added |
| Creative Planning | 11,443 | $231.1K | 0.00% | −13,140−53.5% | Reduced |
| HRT Financial LP | 11,629 | $234.0K | 0.00% | +11,629 | New |
| Barrett & Company, Inc. | 12,589 | $254.3K | 0.11% | +67+0.5% | Added |
| Magnus Financial Group LLC | 14,800 | $299.0K | 0.03% | +14,800 | New |
| Bryn Mawr Trust Co | 15,000 | $303.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 15,025 | $303.5K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,102 | $305.1K | 0.00% | −726−4.6% | Reduced |
| Prospera Financial Services Inc | 15,400 | $311.1K | 0.01% | −676−4.2% | Reduced |
| Cetera Investment Advisers | 16,719 | $337.7K | 0.00% | −229−1.4% | Reduced |
| Everpar Advisors LLC | 17,265 | $348.8K | 0.18% | −3,238−15.8% | Reduced |
| Kestra Private Wealth Services, LLC | 17,529 | $354.1K | 0.01% | +7,655+77.5% | Added |
| Janney Montgomery Scott LLC | 19,720 | $398.0K | 0.00% | +4,395+28.7% | Added |
| Commonwealth Equity Services, LLC | 20,768 | $420.0K | 0.00% | −355−1.7% | Reduced |
| Wealthcare Advisory Partners LLC | 23,815 | $481.1K | 0.01% | +23,815 | New |
| Readystate Asset Management LP | 26,732 | $540.0K | 0.02% | +26,732 | New |
| Atria Investments LLC | 34,101 | $688.8K | 0.01% | +4,644+15.8% | Added |
| Rivernorth Capital Management, LLC | 37,107 | $749.6K | 0.04% | +37,107 | New |
| Lido Advisors, LLC | 41,390 | $836.1K | 0.01% | +1,975+5.0% | Added |
| RSM US Wealth Management LLC | 42,852 | $866.6K | 0.01% | +11,208+35.4% | Added |
| Rockefeller Capital Management L.P. | 53,368 | $1.08M | 0.00% | −725−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 55,223 | $1.12M | 0.01% | +7,435+15.6% | Added |
| MAI Capital Management | 57,266 | $1.16M | 0.01% | +57,266 | New |
| LexAurum Advisors, LLC | 60,507 | $1.22M | 0.24% | +256+0.4% | Added |
| Wells Fargo & Company | 60,952 | $1.23M | 0.00% | +13,992+29.8% | Added |
| Guggenheim Capital LLC | 61,123 | $1.23M | 0.01% | −3,905−6.0% | Reduced |
| Fiera Capital Corp | 63,000 | $1.27M | 0.00% | −4,425−6.6% | Reduced |
| Sanctuary Advisors, LLC | 61,455 | $1.28M | 0.01% | +2,605+4.4% | Added |
| Comerica Bank | 63,741 | $1.29M | 0.01% | +1,200+1.9% | Added |
| Advisor Group Holdings, Inc. | 65,620 | $1.33M | 0.00% | +23,090+54.3% | Added |
| Oder Investment Management, LLC | 65,649 | $1.33M | 1.10% | +1,326+2.1% | Added |
| Capital Investment Advisors, LLC | 65,786 | $1.33M | 0.03% | +47,601+261.8% | Added |
| Cerity Partners LLC | 69,400 | $1.40M | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 70,608 | $1.43M | 0.55% | +6,486+10.1% | Added |
| Oppenheimer & Co Inc | 70,972 | $1.43M | 0.02% | +6,682+10.4% | Added |
| Baldwin Brothers Inc | 88,778 | $1.79M | 0.12% | −743−0.8% | Reduced |
| LPL Financial LLC | 124,750 | $2.52M | 0.00% | +8,089+6.9% | Added |
| Glaxis Capital Management, LLC | 140,000 | $2.83M | 7.83% | +12,000+9.4% | Added |
| Baird Financial Group, Inc. | 140,414 | $2.84M | 0.01% | +2,504+1.8% | Added |
| NewEdge Wealth, LLC | 152,981 | $3.09M | 0.05% | +5,300+3.6% | Added |
| Envestnet Asset Management Inc | 163,133 | $3.30M | 0.00% | −12,060−6.9% | Reduced |
| Synovus Financial Corp | 164,413 | $3.32M | 0.04% | +405+0.2% | Added |
| Greatmark Investment Partners, Inc. | 171,425 | $3.46M | 0.47% | +2,900+1.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 186,703 | $3.77M | 1.21% | +19,743+11.8% | Added |
| Bank of America Corp | 222,390 | $4.49M | 0.00% | −17,749−7.4% | Reduced |
| Royal Bank of Canada | 371,915 | $7.51M | 0.00% | +16,089+4.5% | Added |
| Invesco Ltd. | 395,193 | $7.98M | 0.00% | −59,647−13.1% | Reduced |
| Raymond James Financial Inc | 400,571 | $8.09M | 0.00% | +400,571 | New |
| Chicago Partners Investment Group LLC | 418,000 | $8.51M | 0.28% | −22,836−5.2% | Reduced |
| UBS Group AG | 1,430,664 | $28.9M | 0.01% | +80,847+6.0% | Added |
| Morgan Stanley | 1,684,799 | $34.0M | 0.00% | −42,340−2.5% | Reduced |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −31,442−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,071−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |