Atria Investments, Inc
Position in LDP — Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
CIK 1535865
Charlotte, NC
Position in LDP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,206,312
+$3,753,156 QoQ
Shares Held
246,045
+238.1% QoQ
Ownership
0.846%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1
of 26 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LDP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $64,702,077 across 32 Asset Management names. LDP ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
13,355 | $12,841,633 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
130,306 | $5,242,210 | |
| 3 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
This page
|
246,045 | $5,206,312 | |
| 4 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
164,937 | $4,550,611 | |
| 5 | APO |
Apollo Global Management, Inc.
|
33,715 | $3,988,821 | |
| 6 | BX |
Blackstone Inc.
|
31,789 | $3,740,611 | |
| 7 | SEIC |
Sei Investments Co
|
39,169 | $3,435,512 | |
| 8 | AMP |
Ameriprise Financial Inc
|
7,020 | $3,220,495 |
All Filings in LDP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,206,312 | 246,045 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,453,156 | 72,767 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,097,452 | 51,840 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,036,822 | 47,846 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,970,003 | 189,228 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $809,920 | 39,780 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $688,840 | 34,101 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $640,689 | 29,457 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,122,513 | 307,664 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,305,923 | 314,040 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||