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.
Q3 2025 vs. Q2 2025
How the institutions holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 76 | 77 | +1 |
| Shares | 8.48M | 8.19M | −295.2K (−3.5%) |
| Value | $178.1M | $177.4M | −$635.3K (−0.4%) |
New holders (11)
Institutions that held Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| WJ Financial Advisors LLC | 52,714 | $1.14M | 1.11% |
| PMG Family Office LLC | 26,783 | $580.4K | 0.65% |
| CAPROCK Group, Inc. | 15,025 | $321.4K | 0.01% |
| Northern Trust Corp | 11,536 | $250.0K | 0.00% |
| Smith Asset Management Co., LLC | 10,171 | $220.4K | 0.19% |
| HighTower Advisors, LLC | 9,446 | $204.7K | 0.00% |
| Wealth Enhancement Advisory Services, LLC | 9,371 | $204.4K | 0.00% |
| Advisory Services Network, LLC | 610 | $13.2K | 0.00% |
| Highline Wealth Partners LLC | 140 | $3.03K | 0.00% |
| Root Financial Partners, LLC | 100 | $2.17K | 0.00% |
| CWM, LLC | 100 | $2.00K | 0.00% |
Sold out (10)
Institutions that held Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Wela Strategies, Inc. | 22,745 | $477.2K |
| Commonwealth Equity Services, LLC | 20,762 | $436.0K |
| Bryn Mawr Trust Co | 15,000 | $314.7K |
| StoneX Group Inc. | 11,720 | $245.9K |
| Pettinga Financial Advisors, LLC | 10,552 | $221.4K |
| Garrison Bradford & Associates Inc | 7,000 | $146.9K |
| MB, Levis & Associates, LLC | 1,706 | $35.8K |
| Geneos Wealth Management Inc. | 1,507 | $31.6K |
| NewSquare Capital LLC | 1,000 | $21.0K |
| Wolverine Asset Management LLC | 685 | $14.4K |