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.
Q1 2025 vs. Q4 2024
How the institutions holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 71 | 2 | 79 | +10 |
| Shares | 7.66M | 14.0K | 8.08M | +436.6K (+5.7%) |
| Value | $154.9M | $282.8K | $164.5M | +$9.86M (+6.4%) |
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rareview Capital LLC | 59,164 | $1.20M | 0.76% |
| Wela Strategies, Inc. | 22,726 | $462.7K | 0.20% |
| Marex Group plc | 16,097 | $327.7K | 0.01% |
| Landscape Capital Management, L.L.C. | 11,581 | $235.8K | 0.02% |
| Pettinga Financial Advisors, LLC | 10,383 | $211.4K | 0.05% |
| Garrison Bradford & Associates Inc | 7,000 | $142.5K | 0.16% |
| The PNC Financial Services Group, Inc. | 1,200 | $24.4K | 0.00% |
| NewSquare Capital LLC | 1,000 | $20.4K | 0.00% |
| US Bancorp | 822 | $16.7K | 0.00% |
| Steward Partners Investment Advisory, LLC | 750 | $15.3K | 0.00% |
| Greykasell Wealth Strategies, Inc. | 625 | $12.7K | 0.01% |
| Geneos Wealth Management Inc. | 493 | $10.0K | 0.00% |
| Toth Financial Advisory Corp | 139 | $2.83K | 0.00% |
| Coldstream Capital Management Inc | 24 | $489 | 0.00% |
Sold out (4)
Institutions that held Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Rivernorth Capital Management, LLC | 37,107 | $749.6K |
| HRT Financial LP | 11,629 | $234.0K |
| Venturi Wealth Management, LLC | 4,376 | $88.4K |
| Cullen/Frost Bankers, Inc. | 226 | $4.57K |
Not filed for Q1 2025 yet (2)
Institutions that held Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Wetherby Asset Management Inc | 10,000 | $202.0K |
| WR Wealth Planners, LLC | 4,000 | $80.8K |