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Equibles

Creative Planning

Position in LDP — Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to LDP Full portfolio

Position in LDP

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$241,224
+$13,566 QoQ
Shares Held
11,400
0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 80 holders
Holding Since
Mar 2022
18 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, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. LDP ranks #132 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in LDP

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $241,224 11,400
2026-03-31 $227,658 11,400
2025-12-31 $241,338 11,400
2025-09-30 $261,556 12,070
2025-06-30 $239,172 11,400
2025-03-31 $232,979 11,443
2024-12-31 $231,148 11,443
2024-09-30 $534,680 24,583
2024-06-30 $425,860 21,400
2024-03-31 $402,242 20,032
2023-12-31 $412,997 22,409
2023-09-30 $587,395 34,411
2023-06-30 $193,520 10,633
2023-03-31 $189,692 10,633
2022-12-31 $202,239 10,633
2022-09-30 $192,457 10,633
2022-06-30 $210,427 10,633
2022-03-31 $243,708 10,633