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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 24 | $489 | 0.00% | +24 | New |
| WPG Advisers, LLC | 109 | $2.22K | 0.00% | +5+4.8% | Added |
| Toth Financial Advisory Corp | 139 | $2.83K | 0.00% | +139 | New |
| Private Trust Co NA | 400 | $8.14K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 493 | $10.0K | 0.00% | +493 | New |
| IFP Advisors, Inc | 500 | $10.2K | 0.00% | −533−51.6% | Reduced |
| Greykasell Wealth Strategies, Inc. | 625 | $12.7K | 0.01% | +625 | New |
| Steward Partners Investment Advisory, LLC | 750 | $15.3K | 0.00% | +750 | New |
| Sound Income Strategies, LLC | 781 | $15.9K | 0.00% | +648+487.2% | Added |
| Montag A & Associates Inc | 803 | $16.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 822 | $16.7K | 0.00% | +822 | New |
| Sunbelt Securities, Inc. | 849 | $17.3K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 975 | $19.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 1,177 | $23.0K | 0.00% | +22+1.9% | Added |
| The PNC Financial Services Group, Inc. | 1,200 | $24.4K | 0.00% | +1,200 | New |
| GWM Advisors LLC | 1,267 | $25.8K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,706 | $34.7K | 0.02% | +10+0.6% | Added |
| Vermillion Wealth Management, Inc. | 1,722 | $35.1K | 0.01% | −21−1.2% | Reduced |
| CoreCap Advisors, LLC | 1,750 | $35.6K | 0.00% | −700−28.6% | Reduced |
| Elequin Capital LP | 2,193 | $44.6K | 0.01% | +1,351+160.5% | Added |
| Spire Wealth Management | 2,919 | $59.4K | 0.00% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 7,000 | $142.5K | 0.16% | +7,000 | New |
| Pettinga Financial Advisors, LLC | 10,383 | $211.4K | 0.05% | +10,383 | New |
| Northwestern Mutual Wealth Management Co | 11,203 | $228.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,443 | $233.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 11,581 | $235.8K | 0.02% | +11,581 | New |
| Magnus Financial Group LLC | 11,800 | $240.2K | 0.02% | −3,000−20.3% | Reduced |
| Barrett & Company, Inc. | 12,658 | $257.7K | 0.11% | +69+0.5% | Added |
| Stifel Financial Corp | 12,701 | $258.6K | 0.00% | −2,401−15.9% | Reduced |
| Bryn Mawr Trust Co | 15,000 | $305.4K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 15,025 | $305.9K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 15,400 | $313.5K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 16,097 | $327.7K | 0.01% | +16,097 | New |
| Everpar Advisors LLC | 17,265 | $351.5K | 0.19% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,644 | $359.2K | 0.01% | +115+0.7% | Added |
| Cetera Investment Advisers | 17,680 | $360.0K | 0.00% | +961+5.7% | Added |
| Wolverine Asset Management LLC | 18,121 | $368.9K | 0.01% | +13,869+326.2% | Added |
| Readystate Asset Management LP | 18,721 | $381.2K | 0.02% | −8,011−30.0% | Reduced |
| Janney Montgomery Scott LLC | 21,180 | $431.0K | 0.00% | +1,460+7.4% | Added |
| Commonwealth Equity Services, LLC | 21,373 | $435.0K | 0.00% | +605+2.9% | Added |
| Wela Strategies, Inc. | 22,726 | $462.7K | 0.20% | +22,726 | New |
| Wealthcare Advisory Partners LLC | 26,760 | $544.8K | 0.01% | +2,945+12.4% | Added |
| LexAurum Advisors, LLC | 35,508 | $723.0K | 0.14% | −24,999−41.3% | Reduced |
| Atria Investments LLC | 39,780 | $809.9K | 0.01% | +5,679+16.7% | Added |
| Lido Advisors, LLC | 41,390 | $842.7K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 43,436 | $884.4K | 0.01% | +584+1.4% | Added |
| Rockefeller Capital Management L.P. | 50,628 | $1.03M | 0.00% | −2,740−5.1% | Reduced |
| Beacon Pointe Advisors, LLC | 56,234 | $1.14M | 0.01% | +1,011+1.8% | Added |
| MAI Capital Management | 57,411 | $1.17M | 0.01% | +145+0.3% | Added |
| Rareview Capital LLC | 59,164 | $1.20M | 0.76% | +59,164 | New |
| Advisor Group Holdings, Inc. | 61,104 | $1.24M | 0.00% | −4,516−6.9% | Reduced |
| Guggenheim Capital LLC | 61,302 | $1.25M | 0.01% | +179+0.3% | Added |
| Fiera Capital Corp | 63,000 | $1.28M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 64,032 | $1.30M | 0.01% | +291+0.5% | Added |
| Sanctuary Advisors, LLC | 65,224 | $1.33M | 0.01% | +3,769+6.1% | Added |
| Cerity Partners LLC | 69,400 | $1.41M | 0.00% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 71,967 | $1.47M | 1.24% | +6,318+9.6% | Added |
| Oppenheimer & Co Inc | 77,476 | $1.58M | 0.02% | +6,504+9.2% | Added |
| Wells Fargo & Company | 80,505 | $1.64M | 0.00% | +19,553+32.1% | Added |
| Baldwin Brothers Inc | 82,150 | $1.67M | 0.12% | −6,628−7.5% | Reduced |
| Capital Investment Advisors, LLC | 90,947 | $1.85M | 0.04% | +25,161+38.2% | Added |
| Shaker Financial Services, LLC | 93,085 | $1.90M | 0.74% | +22,477+31.8% | Added |
| LPL Financial LLC | 127,439 | $2.59M | 0.00% | +2,689+2.2% | Added |
| Baird Financial Group, Inc. | 141,335 | $2.88M | 0.01% | +921+0.7% | Added |
| Glaxis Capital Management, LLC | 150,000 | $3.05M | 11.80% | +10,000+7.1% | Added |
| Synovus Financial Corp | 166,678 | $3.39M | 0.04% | +2,265+1.4% | Added |
| Greatmark Investment Partners, Inc. | 172,675 | $3.52M | 0.48% | +1,250+0.7% | Added |
| Envestnet Asset Management Inc | 178,626 | $3.64M | 0.00% | +15,493+9.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 186,043 | $3.79M | 1.29% | −660−0.4% | Reduced |
| NewEdge Wealth, LLC | 194,582 | $3.96M | 0.07% | +41,601+27.2% | Added |
| Bank of America Corp | 220,347 | $4.49M | 0.00% | −2,043−0.9% | Reduced |
| Royal Bank of Canada | 372,022 | $7.57M | 0.00% | +1070.0% | Added |
| Raymond James Financial Inc | 414,525 | $8.44M | 0.00% | +13,954+3.5% | Added |
| Chicago Partners Investment Group LLC | 424,155 | $8.48M | 0.28% | +6,155+1.5% | Added |
| Invesco Ltd. | 438,608 | $8.93M | 0.00% | +43,415+11.0% | Added |
| UBS Group AG | 1,434,763 | $29.2M | 0.01% | +4,099+0.3% | Added |
| Morgan Stanley | 1,844,338 | $37.6M | 0.00% | +159,539+9.5% | Added |
| 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 |