LDP institutional holders

COHEN & STEERS LTD DURATION · 13F, 2026Q2

Managers holding80
Shares held8,643,594
Reported value$182.7m
Quarter flows8 new, 34 added, 22 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY2,089,803$44.2m0.0%
UBS Group AG1,389,779$29.4m0.0%
Invesco Ltd.467,104$9.9m0.0%
Chicago Partners Investment Group LLC468,773$9.7m0.2%
Sanctuary Advisors, LLC295,463$6.3m0.0%
Glaxis Capital Management, LLC270,000$5.7m11.5%
Atria Investments, Inc246,045$5.2m0.1%
RAYMOND JAMES FINANCIAL INC237,003$5.0m0.0%
ROYAL BANK OF CANADA225,620$4.8m0.0%
Advisors Asset Management, Inc.181,455$3.8m0.1%
BANK OF AMERICA CORP /DE/170,003$3.6m0.0%
GREATMARK INVESTMENT PARTNERS, INC.168,275$3.6m0.4%
Pinnacle Financial Partners, Inc.168,135$3.6m0.0%
LPL Financial LLC157,138$3.3m0.0%
WELLS FARGO & COMPANY/MN153,402$3.2m0.0%
ENVESTNET ASSET MANAGEMENT INC147,592$3.1m0.0%
Rareview Capital LLC145,557$3.1m1.7%
Baird Financial Group, Inc.144,127$3.0m0.0%
Thomas J. Herzfeld Advisors, Inc.137,739$2.9m0.9%
NewEdge Wealth, LLC116,907$2.5m0.0%
Oder Investment Management, LLC77,589$1.6m1.1%
Platt Wealth Management LLC74,662$1.6m1.3%
GUGGENHEIM CAPITAL LLC66,210$1.4m0.0%
WJ Financial Advisors LLC65,947$1.4m1.0%
OPPENHEIMER & CO INC62,681$1.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("LDP"). LDP price history · All 13F data

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