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Equibles

Lido Advisors, LLC

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

CIK 1650150 Los Angeles, CA
Back to LDP Full portfolio

Position in LDP

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$928,395
+$101,837 QoQ
Shares Held
43,875
+6.0% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 80 holders
Holding Since
Dec 2023
11 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

Lido Advisors, LLC holds $216,768,277 across 101 Asset Management names. LDP ranks #50 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 38,764 $37,273,910
2 ARES
Ares Management Corp
 135,505 $15,083,061
3 ARCC
Ares Capital Corp
 776,654 $14,391,398
4 BX
Blackstone Inc.
 84,136 $9,900,281
5 APO
Apollo Global Management, Inc.
 81,294 $9,617,892
6 GBDC
GOLUB CAPITAL BDC, Inc.
 498,198 $6,416,789
7 KKR
KKR & Co. Inc.
 69,400 $6,369,530
8 BXSL
Blackstone Secured Lending Fund
 251,447 $5,961,808

All Filings in LDP

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $928,395 43,875
2026-03-31 $826,558 41,390
2025-12-31 $876,226 41,390
2025-09-30 $896,921 41,390
2025-06-30 $868,362 41,390
2025-03-31 $842,700 41,390
2024-12-31 $836,078 41,390
2024-09-30 $857,276 39,415
2024-06-30 $784,358 39,415
2024-03-31 $820,448 40,859
2023-12-31 $705,113 38,259