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, Q2 2025
Institutional positions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. as of Jun 30, 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
- 76
- −2 vs. Q1 2025
- Shares held
- 8.48M
- +414.9K (+5.1%) vs. Q1 2025
- Total value
- $178.1M
- +$13.9M (+8.5%) vs. Q1 2025
- New holders
- 5
- 31 more added
- Sold out
- 7
- 23 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,968,151 | $41.3M | 0.00% | +123,813+6.7% | Added |
| UBS Group AG | 1,454,728 | $30.5M | 0.01% | +19,965+1.4% | Added |
| Invesco Ltd. | 442,605 | $9.29M | 0.00% | +3,997+0.9% | Added |
| Chicago Partners Investment Group LLC | 432,383 | $9.01M | 0.26% | +8,228+1.9% | Added |
| Raymond James Financial Inc | 408,447 | $8.57M | 0.00% | −6,078−1.5% | Reduced |
| Royal Bank of Canada | 358,996 | $7.53M | 0.00% | −13,026−3.5% | Reduced |
| Sanctuary Advisors, LLC | 233,446 | $4.90M | 0.03% | +168,222+257.9% | Added |
| NewEdge Wealth, LLC | 214,832 | $4.61M | 0.07% | +20,250+10.4% | Added |
| Envestnet Asset Management Inc | 212,897 | $4.47M | 0.00% | +34,271+19.2% | Added |
| Bank of America Corp | 210,400 | $4.41M | 0.00% | −9,947−4.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 200,918 | $4.22M | 1.50% | +14,875+8.0% | Added |
| Atria Investments LLC | 189,228 | $3.97M | 0.05% | +149,448+375.7% | Added |
| Greatmark Investment Partners, Inc. | 171,700 | $3.60M | 0.45% | −975−0.6% | Reduced |
| Synovus Financial Corp | 170,243 | $3.57M | 0.04% | +3,565+2.1% | Added |
| Glaxis Capital Management, LLC | 158,000 | $3.31M | 4.43% | +8,000+5.3% | Added |
| Baird Financial Group, Inc. | 142,096 | $2.98M | 0.01% | +761+0.5% | Added |
| LPL Financial LLC | 131,338 | $2.76M | 0.00% | +3,899+3.1% | Added |
| Rareview Capital LLC | 88,694 | $1.86M | 1.17% | +29,530+49.9% | Added |
| Capital Investment Advisors, LLC | 86,357 | $1.81M | 0.03% | −4,590−5.0% | Reduced |
| Shaker Financial Services, LLC | 85,631 | $1.80M | 0.65% | −7,454−8.0% | Reduced |
| Wells Fargo & Company | 78,467 | $1.65M | 0.00% | −2,038−2.5% | Reduced |
| Oder Investment Management, LLC | 75,053 | $1.57M | 1.19% | +3,086+4.3% | Added |
| Oppenheimer & Co Inc | 73,828 | $1.55M | 0.02% | −3,648−4.7% | Reduced |
| Cerity Partners LLC | 69,400 | $1.46M | 0.00% | 00.0% | Unchanged |
| Fiera Capital Corp | 62,076 | $1.30M | 0.00% | −924−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 59,184 | $1.24M | 0.00% | −1,920−3.1% | Reduced |
| MAI Capital Management | 57,563 | $1.21M | 0.01% | +152+0.3% | Added |
| Beacon Pointe Advisors, LLC | 56,395 | $1.18M | 0.01% | +161+0.3% | Added |
| Baldwin Brothers Inc | 54,892 | $1.15M | 0.08% | −27,258−33.2% | Reduced |
| Comerica Bank | 54,084 | $1.13M | 0.00% | −9,948−15.5% | Reduced |
| Rockefeller Capital Management L.P. | 52,823 | $1.11M | 0.00% | +2,195+4.3% | Added |
| Lido Advisors, LLC | 41,390 | $868.4K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 37,287 | $782.3K | 0.01% | −24,015−39.2% | Reduced |
| LexAurum Advisors, LLC | 35,589 | $746.7K | 0.12% | +81+0.2% | Added |
| Wealthcare Advisory Partners LLC | 30,410 | $638.0K | 0.01% | +3,650+13.6% | Added |
| RSM US Wealth Management LLC | 29,093 | $610.4K | 0.01% | −14,343−33.0% | Reduced |
| Wela Strategies, Inc. | 22,745 | $477.2K | 0.19% | +19+0.1% | Added |
| Janney Montgomery Scott LLC | 20,880 | $438.0K | 0.00% | −300−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 20,762 | $436.0K | 0.00% | −611−2.9% | Reduced |
| Kestra Private Wealth Services, LLC | 19,514 | $409.4K | 0.01% | +1,870+10.6% | Added |
| Cetera Investment Advisers | 18,267 | $383.3K | 0.00% | +587+3.3% | Added |
| Everpar Advisors LLC | 16,565 | $347.5K | 0.16% | −700−4.1% | Reduced |
| Bryn Mawr Trust Co | 15,000 | $314.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14,183 | $297.6K | 0.00% | +2,980+26.6% | Added |
| Prospera Financial Services Inc | 13,300 | $279.0K | 0.01% | −2,100−13.6% | Reduced |
| Stifel Financial Corp | 11,966 | $251.0K | 0.00% | −735−5.8% | Reduced |
| StoneX Group Inc. | 11,720 | $245.9K | 0.01% | +11,720 | New |
| Creative Planning | 11,400 | $239.2K | 0.00% | −43−0.4% | Reduced |
| Pettinga Financial Advisors, LLC | 10,552 | $221.4K | 0.05% | +169+1.6% | Added |
| Wetherby Asset Management Inc | 10,000 | $209.8K | 0.01% | +10,000 | New |
| Barrett & Company, Inc. | 7,747 | $162.5K | 0.06% | −4,911−38.8% | Reduced |
| Garrison Bradford & Associates Inc | 7,000 | $146.9K | 0.16% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,972 | $62.4K | 0.01% | +2,972 | New |
| Spire Wealth Management | 2,919 | $61.2K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,737 | $36.4K | 0.02% | +15+0.9% | Added |
| MB, Levis & Associates, LLC | 1,706 | $35.8K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,507 | $31.6K | 0.00% | +1,014+205.7% | Added |
| GWM Advisors LLC | 1,267 | $26.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,200 | $25.2K | 0.00% | +23+2.0% | Added |
| The PNC Financial Services Group, Inc. | 1,200 | $25.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,000 | $21.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 975 | $20.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 822 | $17.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 849 | $17.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 803 | $16.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 786 | $16.5K | 0.00% | +5+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 750 | $15.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 685 | $14.4K | 0.00% | −17,436−96.2% | Reduced |
| IFP Advisors, Inc | 500 | $10.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 455 | $9.55K | 0.00% | +316+227.3% | Added |
| Ameritas Advisory Services, LLC | 440 | $9.23K | 0.00% | +440 | New |
| Private Trust Co NA | 400 | $8.39K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 300 | $6.29K | 0.00% | −1,450−82.9% | Reduced |
| WPG Advisers, LLC | 259 | $5.43K | 0.00% | +150+137.6% | Added |
| Huntington National Bank | – | $2.08K | 0.00% | – | New |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −18,721−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −16,097−100.0% | Sold out |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −11,581−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,193−100.0% | Sold out |
| Greykasell Wealth Strategies, Inc. | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |