LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in LDP — Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
CIK 932974
BOSTON, MA
Position in LDP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,041
New position
Shares Held
191
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 80 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $12,603,530 across 11 Asset Management names. LDP ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
26,533 | $4,499,996 | |
| 2 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
79,596 | $3,108,223 | |
| 3 | BX |
Blackstone Inc.
|
13,141 | $1,546,301 | |
| 4 | KKR |
KKR & Co. Inc.
|
15,693 | $1,440,303 | |
| 5 | BLK |
BlackRock, Inc.
|
1,434 | $1,378,877 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
5,730 | $256,990 | |
| 7 | NTRS |
Northern Trust Corp
|
1,200 | $208,608 | |
| 8 | PFG |
Principal Financial Group Inc
|
950 | $102,391 |
All Filings in LDP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,041 | 191 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||