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Equibles

Global Retirement Partners, LLC

Pension

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

CIK 1749744 San Rafael, CA
Back to LDP Full portfolio

Position in LDP

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$66,082
+$31,597 QoQ
Shares Held
3,123
+91.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 80 holders
Holding Since
Dec 2025
2 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

Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. LDP ranks #118 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 44,901 $5,283,500
2 BLK
BlackRock, Inc.
 5,488 $5,277,041
3 BXSL
Blackstone Secured Lending Fund
 103,935 $2,464,298
4 CII
BlackRock Enhanced Large Cap Core Fund, Inc.
 64,990 $1,699,488
5 STT
State Street Corp
 9,882 $1,675,987
6 APO
Apollo Global Management, Inc.
 12,053 $1,425,990
7 ARCC
Ares Capital Corp
 75,075 $1,391,139
8 OTF
Blue Owl Technology Finance Corp.
 121,264 $1,255,082

All Filings in LDP

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $66,082 3,123
2025-12-31 $34,485 1,629