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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $2.08K | 0.00% | – | New |
| WPG Advisers, LLC | 259 | $5.43K | 0.00% | +150+137.6% | Added |
| CoreCap Advisors, LLC | 300 | $6.29K | 0.00% | −1,450−82.9% | Reduced |
| Private Trust Co NA | 400 | $8.39K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 440 | $9.23K | 0.00% | +440 | New |
| Toth Financial Advisory Corp | 455 | $9.55K | 0.00% | +316+227.3% | Added |
| IFP Advisors, Inc | 500 | $10.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 685 | $14.4K | 0.00% | −17,436−96.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 750 | $15.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 786 | $16.5K | 0.00% | +5+0.6% | Added |
| Montag A & Associates Inc | 803 | $16.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 849 | $17.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 822 | $17.2K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 975 | $20.6K | 0.01% | 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 |
| The PNC Financial Services Group, Inc. | 1,200 | $25.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,200 | $25.2K | 0.00% | +23+2.0% | Added |
| GWM Advisors LLC | 1,267 | $26.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,507 | $31.6K | 0.00% | +1,014+205.7% | Added |
| MB, Levis & Associates, LLC | 1,706 | $35.8K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,737 | $36.4K | 0.02% | +15+0.9% | Added |
| Spire Wealth Management | 2,919 | $61.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,972 | $62.4K | 0.01% | +2,972 | New |
| Garrison Bradford & Associates Inc | 7,000 | $146.9K | 0.16% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7,747 | $162.5K | 0.06% | −4,911−38.8% | Reduced |
| Wetherby Asset Management Inc | 10,000 | $209.8K | 0.01% | +10,000 | New |
| Pettinga Financial Advisors, LLC | 10,552 | $221.4K | 0.05% | +169+1.6% | Added |
| Creative Planning | 11,400 | $239.2K | 0.00% | −43−0.4% | Reduced |
| StoneX Group Inc. | 11,720 | $245.9K | 0.01% | +11,720 | New |
| Stifel Financial Corp | 11,966 | $251.0K | 0.00% | −735−5.8% | Reduced |
| Prospera Financial Services Inc | 13,300 | $279.0K | 0.01% | −2,100−13.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,183 | $297.6K | 0.00% | +2,980+26.6% | Added |
| Bryn Mawr Trust Co | 15,000 | $314.7K | 0.01% | 00.0% | Unchanged |
| Everpar Advisors LLC | 16,565 | $347.5K | 0.16% | −700−4.1% | Reduced |
| Cetera Investment Advisers | 18,267 | $383.3K | 0.00% | +587+3.3% | Added |
| Kestra Private Wealth Services, LLC | 19,514 | $409.4K | 0.01% | +1,870+10.6% | Added |
| Commonwealth Equity Services, LLC | 20,762 | $436.0K | 0.00% | −611−2.9% | Reduced |
| Janney Montgomery Scott LLC | 20,880 | $438.0K | 0.00% | −300−1.4% | Reduced |
| Wela Strategies, Inc. | 22,745 | $477.2K | 0.19% | +19+0.1% | Added |
| RSM US Wealth Management LLC | 29,093 | $610.4K | 0.01% | −14,343−33.0% | Reduced |
| Wealthcare Advisory Partners LLC | 30,410 | $638.0K | 0.01% | +3,650+13.6% | Added |
| LexAurum Advisors, LLC | 35,589 | $746.7K | 0.12% | +81+0.2% | Added |
| Guggenheim Capital LLC | 37,287 | $782.3K | 0.01% | −24,015−39.2% | Reduced |
| Lido Advisors, LLC | 41,390 | $868.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 52,823 | $1.11M | 0.00% | +2,195+4.3% | Added |
| Comerica Bank | 54,084 | $1.13M | 0.00% | −9,948−15.5% | Reduced |
| Baldwin Brothers Inc | 54,892 | $1.15M | 0.08% | −27,258−33.2% | Reduced |
| Beacon Pointe Advisors, LLC | 56,395 | $1.18M | 0.01% | +161+0.3% | Added |
| MAI Capital Management | 57,563 | $1.21M | 0.01% | +152+0.3% | Added |
| Advisor Group Holdings, Inc. | 59,184 | $1.24M | 0.00% | −1,920−3.1% | Reduced |
| Fiera Capital Corp | 62,076 | $1.30M | 0.00% | −924−1.5% | Reduced |
| Cerity Partners LLC | 69,400 | $1.46M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 73,828 | $1.55M | 0.02% | −3,648−4.7% | Reduced |
| Oder Investment Management, LLC | 75,053 | $1.57M | 1.19% | +3,086+4.3% | Added |
| Wells Fargo & Company | 78,467 | $1.65M | 0.00% | −2,038−2.5% | Reduced |
| Shaker Financial Services, LLC | 85,631 | $1.80M | 0.65% | −7,454−8.0% | Reduced |
| Capital Investment Advisors, LLC | 86,357 | $1.81M | 0.03% | −4,590−5.0% | Reduced |
| Rareview Capital LLC | 88,694 | $1.86M | 1.17% | +29,530+49.9% | Added |
| LPL Financial LLC | 131,338 | $2.76M | 0.00% | +3,899+3.1% | Added |
| Baird Financial Group, Inc. | 142,096 | $2.98M | 0.01% | +761+0.5% | Added |
| Glaxis Capital Management, LLC | 158,000 | $3.31M | 4.43% | +8,000+5.3% | Added |
| Synovus Financial Corp | 170,243 | $3.57M | 0.04% | +3,565+2.1% | Added |
| Greatmark Investment Partners, Inc. | 171,700 | $3.60M | 0.45% | −975−0.6% | Reduced |
| Atria Investments LLC | 189,228 | $3.97M | 0.05% | +149,448+375.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 200,918 | $4.22M | 1.50% | +14,875+8.0% | Added |
| Bank of America Corp | 210,400 | $4.41M | 0.00% | −9,947−4.5% | Reduced |
| Envestnet Asset Management Inc | 212,897 | $4.47M | 0.00% | +34,271+19.2% | Added |
| NewEdge Wealth, LLC | 214,832 | $4.61M | 0.07% | +20,250+10.4% | Added |
| Sanctuary Advisors, LLC | 233,446 | $4.90M | 0.03% | +168,222+257.9% | Added |
| Royal Bank of Canada | 358,996 | $7.53M | 0.00% | −13,026−3.5% | Reduced |
| Raymond James Financial Inc | 408,447 | $8.57M | 0.00% | −6,078−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 432,383 | $9.01M | 0.26% | +8,228+1.9% | Added |
| Invesco Ltd. | 442,605 | $9.29M | 0.00% | +3,997+0.9% | Added |
| UBS Group AG | 1,454,728 | $30.5M | 0.01% | +19,965+1.4% | Added |
| Morgan Stanley | 1,968,151 | $41.3M | 0.00% | +123,813+6.7% | Added |
| 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 |