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Equibles

LDP

Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.

Company with tickers: LDP

CIK
1548717
CUSIP
19248C105
Shares Outstanding
29,079,221
13F Activity (30d)
48 filings 45 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 85
Total Value: $165,711,155
Total Shares: 8,298,007

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 85 13F filers · Δ vs Dec 31, 2025
Top Holder
24.6%
Jun 2023 → Mar 2026 · range 22.0% – 25.4%
+0.1 pts
Top 5
56.4%
Jun 2023 → Mar 2026 · range 55.5% – 67.5%
−0.4 pts
Top 10
68.8%
Jun 2023 → Mar 2026 · range 68.8% – 79.0%
−1.0 pts
HHI
1,025
Jun 2023 → Mar 2026 · range 991 – 1,209
Broadly held −15

Quarterly Activity

vs Dec 31, 2025
New
14
Increased
33
Decreased
22
Sold Out
10
Unchanged
16
Holder count: +4
Institutional value: -2.4%
Shares held: +3.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega Invesco Ltd. +85,560 447,633
Mega MORGAN STANLEY +74,896 2,040,936
Micro Glaxis Capital Management, LLC +30,000 261,800
Large GUGGENHEIM CAPITAL LLC +29,964 66,580
Small Rareview Capital LLC +22,855 132,703

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega RAYMOND JAMES FINANCIAL INC −38,820 365,133
Mega ENVESTNET ASSET MANAGEMENT INC −21,692 136,557
Small Thomas J. Herzfeld Advisors, Inc. −20,247 103,791
Mid NewEdge Wealth, LLC −18,785 195,343
Mega ROYAL BANK OF CANADA −12,251 222,370

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Advisors Asset Management, Inc. 83,006 $1,657,629
Mid Belpointe Asset Management LLC 44,529 $889,244
Large FIFTH THIRD BANCORP 31,918 $637,402
Small LexAurum Advisors, LLC 28,133 $561,816
Mid READYSTATE ASSET MANAGEMENT LP 26,682 $532,839

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large Cerity Partners LLC 69,400 $1,469,198
Mid BALDWIN WEALTH PARTNERS LLC/MA 50,393 $1,066,819
Large COMERICA BANK 31,915 $675,640
Mega JANE STREET GROUP, LLC 15,783 $334,125
Small FLAGSHIP HARBOR ADVISORS, LLC 3,000 $63,510
Filter: New 14 Increased 33 Reduced 22 Sold out 10 Unchanged 16
Showing 85 of 85
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $40,757,489 24.60% 2,040,936
Mega UBS Group AG $27,743,761 16.74% 1,389,272
Mega Invesco Ltd. $8,939,231 5.39% 447,633
Mid Chicago Partners Investment Group LLC $8,748,517 5.28% 438,083
Mega RAYMOND JAMES FINANCIAL INC $7,291,705 4.40% 365,133
Micro Glaxis Capital Management, LLC $5,228,146 3.15% 261,800
Mega ROYAL BANK OF CANADA Bank $4,440,728 2.68% 222,370
Mid NewEdge Wealth, LLC $3,900,999 2.35% 195,343
Mega BANK OF AMERICA CORP /DE/ Bank $3,540,181 2.14% 177,275
Small GREATMARK INVESTMENT PARTNERS, INC. $3,410,376 2.06% 170,775
Mid Pinnacle Financial Partners, Inc. $3,343,517 2.02% 167,427
Mega LPL Financial LLC $3,034,800 1.83% 151,968
Large Baird Financial Group, Inc. $2,904,896 1.75% 145,463
Mega ENVESTNET ASSET MANAGEMENT INC $2,727,043 1.65% 136,557
Small Rareview Capital LLC $2,650,078 1.60% 132,703
Mid Sanctuary Advisors, LLC $2,422,061 1.46% 121,285
Small Thomas J. Herzfeld Advisors, Inc. $2,072,706 1.25% 103,791
Small Shaker Financial Services, LLC $1,855,951 1.12% 92,937
Mid Advisors Asset Management, Inc. $1,657,629 1.00% 83,006
Micro Platt Wealth Management LLC $1,495,074 0.90% 74,866
Micro Oder Investment Management, LLC $1,489,162 0.90% 74,570
Mid Atria Investments, Inc $1,453,156 0.88% 72,767
Large GUGGENHEIM CAPITAL LLC $1,329,602 0.80% 66,580
Mid OPPENHEIMER & CO INC $1,252,738 0.76% 62,731
Mega WELLS FARGO & COMPANY/MN $1,195,523 0.72% 59,866
Micro WJ Financial Advisors LLC $1,164,530 0.70% 58,314
Mid MAI Capital Management $1,163,611 0.70% 58,268
Mid Beacon Pointe Advisors, LLC $1,115,364 0.67% 55,852
Large Fiera Capital Corp $1,115,164 0.67% 55,842
Mid Capital Investment Advisors, LLC $1,112,788 0.67% 55,723
Large Rockefeller Capital Management L.P. $1,056,032 0.64% 52,881
Large OSAIC HOLDINGS, INC. $1,049,243 0.63% 52,541
Micro Breachway Investments LLC $956,163 0.58% 47,880
Mid Belpointe Asset Management LLC $889,244 0.54% 44,529
Large Lido Advisors, LLC $826,558 0.50% 41,390
Mid Wealthcare Advisory Partners LLC $802,214 0.48% 40,171
Large FIFTH THIRD BANCORP Bank $637,402 0.38% 31,918
Small LexAurum Advisors, LLC $561,816 0.34% 28,133
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $559,239 0.34% 28,004
Micro PMG Family Office LLC Family Office $554,167 0.33% 27,750
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $543,343 0.33% 27,208
Mid READYSTATE ASSET MANAGEMENT LP $532,839 0.32% 26,682
Large Cetera Investment Advisers $513,109 0.31% 25,694
Large Pathstone Holdings, LLC $477,502 0.29% 23,911
Mid WOLVERINE ASSET MANAGEMENT LLC $382,086 0.23% 19,133
Micro Smith Asset Management Co., LLC $379,749 0.23% 19,016
Large COMMONWEALTH EQUITY SERVICES, LLC $373,099 0.23% 18,683
Large Janney Montgomery Scott LLC $358,042 0.22% 17,929
Mid CHOREO, LLC $349,135 0.21% 17,483
Mid Caprock Group, LLC $300,049 0.18% 15,025
Small Logan Stone Capital, LLC $296,314 0.18% 14,838
Small Pettinga Financial Advisors LLC $293,319 0.18% 14,688
Small Financial Security Advisor, Inc. $269,595 0.16% 13,500
Mid Prospera Financial Services Inc $265,601 0.16% 13,300
Small EVERPAR ADVISORS LLC $265,401 0.16% 13,290
Large Kestra Advisory Services, LLC $257,632 0.16% 12,901
Large Creative Planning $227,658 0.14% 11,400
Large STIFEL FINANCIAL CORP $211,003 0.13% 10,566
Small PW Nova Financial Services LLC $201,397 0.12% 10,085
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $174,577 0.11% 8,742
Micro BARRETT & COMPANY, INC. $148,996 0.09% 7,461
Micro Vermillion Wealth Management, Inc. $70,653 0.04% 3,538
Mid Spire Wealth Management $58,292 0.04% 2,919
Large US BANCORP \DE\ Bank $41,637 0.03% 2,085
Mid Allworth Financial LP $31,312 0.02% 1,568
Large NewEdge Advisors, LLC $25,301 0.02% 1,267
Mega PNC FINANCIAL SERVICES GROUP, INC. $23,964 0.01% 1,200
Mid Sound Income Strategies, LLC $22,026 0.01% 1,103
Micro Dunhill Financial, LLC $19,970 0.01% 1,000
Small Medallion Wealth Advisors, LLC $19,470 0.01% 975
Small Pinnacle Wealth Planning Services, Inc. $18,751 0.01% 939
Small Triumph Capital Management $17,973 0.01% 900
Small TOTH FINANCIAL ADVISORY CORP $17,953 0.01% 899
Mid Advisory Services Network, LLC $12,181 0.01% 610
Mid HARBOUR INVESTMENTS, INC. $9,985 0.01% 500
Mid IFP Advisors, Inc $9,985 0.01% 500
Small Sunbelt Securities, Inc. Broker-Dealer $9,465 0.01% 474
Micro WPG Advisers, LLC $8,227 0.00% 412
Small PRIVATE TRUST CO NA Bank $7,988 0.00% 400
Small HIGHLINE WEALTH PARTNERS LLC $5,791 0.00% 290
Mid Western Wealth Management, LLC $4,193 0.00% 210
Mega BlackRock, Inc. $2,995 0.00% 150
Large CWM, LLC $1,997 0.00% 100
Large HUNTINGTON NATIONAL BANK Bank $1,318 0.00% 66
Mid WHITTIER TRUST CO OF NEVADA INC Bank $678 0.00% 34

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