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Equibles

Beacon Pointe Advisors, LLC

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

CIK 1744317 NEWPORT BEACH, CA
Back to LDP Full portfolio

Position in LDP

as of Jun 30, 2026 · filed Aug 18, 2026
Position Value
$1,182,061
+$66,697 QoQ
Shares Held
55,863
+0.0% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 80 holders
Holding Since
Sep 2023
12 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

Beacon Pointe Advisors, LLC holds $201,697,833 across 100 Asset Management names. LDP ranks #29 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 1,510,702 $45,577,879
2 PSLV
Sprott Physical Silver Trust
 1,332,949 $25,152,747
3 EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
 2,295,245 $13,496,040
4 BLK
BlackRock, Inc.
 13,227 $12,718,554
5 ARCC
Ares Capital Corp
 580,351 $10,753,904
6 BX
Blackstone Inc.
 66,647 $7,842,352
7 RJF
Raymond James Financial Inc
 41,317 $6,281,423
8 BN
BROOKFIELD Corp /ON/
 139,319 $5,933,596

All Filings in LDP

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,182,061 55,863
2026-03-31 $1,115,364 55,852
2025-12-31 $1,095,039 51,726
2025-09-30 $1,120,664 51,715
2025-06-30 $1,183,167 56,395
2025-03-31 $1,144,924 56,234
2024-12-31 $1,115,504 55,223
2024-09-30 $1,039,389 47,788
2024-06-30 $950,782 47,778
2024-03-31 $1,161,688 57,853
2023-12-31 $1,105,652 59,992
2023-09-30 $1,094,767 64,134