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 2025
Institutional positions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. as of Mar 31, 2025. 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
- 79
- +10 vs. Q4 2024
- Shares held
- 8.08M
- +436.6K (+5.7%) vs. Q4 2024
- Total value
- $164.5M
- +$9.86M (+6.4%) vs. Q4 2024
- New holders
- 14
- 37 more added
- Sold out
- 4
- 13 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,844,338 | $37.6M | 0.00% | +159,539+9.5% | Added |
| UBS Group AG | 1,434,763 | $29.2M | 0.01% | +4,099+0.3% | Added |
| Invesco Ltd. | 438,608 | $8.93M | 0.00% | +43,415+11.0% | Added |
| Chicago Partners Investment Group LLC | 424,155 | $8.48M | 0.28% | +6,155+1.5% | Added |
| Raymond James Financial Inc | 414,525 | $8.44M | 0.00% | +13,954+3.5% | Added |
| Royal Bank of Canada | 372,022 | $7.57M | 0.00% | +1070.0% | Added |
| Bank of America Corp | 220,347 | $4.49M | 0.00% | −2,043−0.9% | Reduced |
| NewEdge Wealth, LLC | 194,582 | $3.96M | 0.07% | +41,601+27.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 186,043 | $3.79M | 1.29% | −660−0.4% | Reduced |
| Envestnet Asset Management Inc | 178,626 | $3.64M | 0.00% | +15,493+9.5% | Added |
| Greatmark Investment Partners, Inc. | 172,675 | $3.52M | 0.48% | +1,250+0.7% | Added |
| Synovus Financial Corp | 166,678 | $3.39M | 0.04% | +2,265+1.4% | Added |
| Glaxis Capital Management, LLC | 150,000 | $3.05M | 11.80% | +10,000+7.1% | Added |
| Baird Financial Group, Inc. | 141,335 | $2.88M | 0.01% | +921+0.7% | Added |
| LPL Financial LLC | 127,439 | $2.59M | 0.00% | +2,689+2.2% | Added |
| Shaker Financial Services, LLC | 93,085 | $1.90M | 0.74% | +22,477+31.8% | Added |
| Capital Investment Advisors, LLC | 90,947 | $1.85M | 0.04% | +25,161+38.2% | Added |
| Baldwin Brothers Inc | 82,150 | $1.67M | 0.12% | −6,628−7.5% | Reduced |
| Wells Fargo & Company | 80,505 | $1.64M | 0.00% | +19,553+32.1% | Added |
| Oppenheimer & Co Inc | 77,476 | $1.58M | 0.02% | +6,504+9.2% | Added |
| Oder Investment Management, LLC | 71,967 | $1.47M | 1.24% | +6,318+9.6% | Added |
| Cerity Partners LLC | 69,400 | $1.41M | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 65,224 | $1.33M | 0.01% | +3,769+6.1% | Added |
| Comerica Bank | 64,032 | $1.30M | 0.01% | +291+0.5% | Added |
| Fiera Capital Corp | 63,000 | $1.28M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 61,302 | $1.25M | 0.01% | +179+0.3% | Added |
| Advisor Group Holdings, Inc. | 61,104 | $1.24M | 0.00% | −4,516−6.9% | Reduced |
| Rareview Capital LLC | 59,164 | $1.20M | 0.76% | +59,164 | New |
| MAI Capital Management | 57,411 | $1.17M | 0.01% | +145+0.3% | Added |
| Beacon Pointe Advisors, LLC | 56,234 | $1.14M | 0.01% | +1,011+1.8% | Added |
| Rockefeller Capital Management L.P. | 50,628 | $1.03M | 0.00% | −2,740−5.1% | Reduced |
| RSM US Wealth Management LLC | 43,436 | $884.4K | 0.01% | +584+1.4% | Added |
| Lido Advisors, LLC | 41,390 | $842.7K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 39,780 | $809.9K | 0.01% | +5,679+16.7% | Added |
| LexAurum Advisors, LLC | 35,508 | $723.0K | 0.14% | −24,999−41.3% | Reduced |
| Wealthcare Advisory Partners LLC | 26,760 | $544.8K | 0.01% | +2,945+12.4% | Added |
| Wela Strategies, Inc. | 22,726 | $462.7K | 0.20% | +22,726 | New |
| Commonwealth Equity Services, LLC | 21,373 | $435.0K | 0.00% | +605+2.9% | Added |
| Janney Montgomery Scott LLC | 21,180 | $431.0K | 0.00% | +1,460+7.4% | Added |
| Readystate Asset Management LP | 18,721 | $381.2K | 0.02% | −8,011−30.0% | Reduced |
| Wolverine Asset Management LLC | 18,121 | $368.9K | 0.01% | +13,869+326.2% | Added |
| Cetera Investment Advisers | 17,680 | $360.0K | 0.00% | +961+5.7% | Added |
| Kestra Private Wealth Services, LLC | 17,644 | $359.2K | 0.01% | +115+0.7% | Added |
| Everpar Advisors LLC | 17,265 | $351.5K | 0.19% | 00.0% | Unchanged |
| Marex Group plc | 16,097 | $327.7K | 0.01% | +16,097 | New |
| Prospera Financial Services Inc | 15,400 | $313.5K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 15,025 | $305.9K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 15,000 | $305.4K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,701 | $258.6K | 0.00% | −2,401−15.9% | Reduced |
| Barrett & Company, Inc. | 12,658 | $257.7K | 0.11% | +69+0.5% | Added |
| Magnus Financial Group LLC | 11,800 | $240.2K | 0.02% | −3,000−20.3% | Reduced |
| Landscape Capital Management, L.L.C. | 11,581 | $235.8K | 0.02% | +11,581 | New |
| Creative Planning | 11,443 | $233.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,203 | $228.1K | 0.00% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 10,383 | $211.4K | 0.05% | +10,383 | New |
| Garrison Bradford & Associates Inc | 7,000 | $142.5K | 0.16% | +7,000 | New |
| Spire Wealth Management | 2,919 | $59.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2,193 | $44.6K | 0.01% | +1,351+160.5% | Added |
| CoreCap Advisors, LLC | 1,750 | $35.6K | 0.00% | −700−28.6% | Reduced |
| Vermillion Wealth Management, Inc. | 1,722 | $35.1K | 0.01% | −21−1.2% | Reduced |
| MB, Levis & Associates, LLC | 1,706 | $34.7K | 0.02% | +10+0.6% | Added |
| GWM Advisors LLC | 1,267 | $25.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,200 | $24.4K | 0.00% | +1,200 | New |
| Allworth Financial LP | 1,177 | $23.0K | 0.00% | +22+1.9% | Added |
| Dunhill Financial, LLC | 1,000 | $20.4K | 0.01% | −1,000−50.0% | Reduced |
| NewSquare Capital LLC | 1,000 | $20.4K | 0.00% | +1,000 | New |
| Medallion Wealth Advisors, LLC | 975 | $19.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 849 | $17.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 822 | $16.7K | 0.00% | +822 | New |
| Montag A & Associates Inc | 803 | $16.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 781 | $15.9K | 0.00% | +648+487.2% | Added |
| Steward Partners Investment Advisory, LLC | 750 | $15.3K | 0.00% | +750 | New |
| Greykasell Wealth Strategies, Inc. | 625 | $12.7K | 0.01% | +625 | New |
| IFP Advisors, Inc | 500 | $10.2K | 0.00% | −533−51.6% | Reduced |
| Geneos Wealth Management Inc. | 493 | $10.0K | 0.00% | +493 | New |
| Private Trust Co NA | 400 | $8.14K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 139 | $2.83K | 0.00% | +139 | New |
| WPG Advisers, LLC | 109 | $2.22K | 0.00% | +5+4.8% | Added |
| Coldstream Capital Management Inc | 24 | $489 | 0.00% | +24 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −37,107−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,629−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −4,376−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |