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Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. hedge fund holdings

LDPNYSE
$19.43+0.02 (+0.10%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

LDP · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-10.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251918$21.4M$4.25M71Aug 14, 2025
Q3 20251928$2.99M$19.2M73Nov 14, 2025
Q4 20252420$5.96M$12.5M77Feb 14, 2026
Q1 20263219$9.52M$5.39M81May 15, 2026
Q2 20262518$13.1M$9.38M77Aug 14, 2026

Quarterly action breakdown

Q2 2026
77 filers
New position
6
$863K+40.8K sh
Increased
19
$12.2M+577K sh
Reduced
10
-$6.58M-311K sh
Out / sold
8
-$2.8M-132K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Atria Investments, IncAdded 238.13%+$3.67M$5.21M0.05%Jul 28, 2026
NewEdge Wealth, LLCReduce 40.15%-$1.66M$2.47M0.02%Aug 10, 2026
Shaker Financial Services, LLCReduce 60.61%-$1.19M$775K0.24%Jul 15, 2026
Belpointe Asset Management LLCSell 100%-$889K$00.00%Jul 31, 2026
Independent Wealth Network Inc.New Buy+$770K$770K0.20%Jul 20, 2026
Thomas J. Herzfeld Advisors, Inc.Added 32.71%+$718K$2.91M0.89%Aug 10, 2026
Readystate Asset Management LPReduce 55.15%-$311K$253K0.01%Aug 14, 2026
Logan Stone Capital, LLCSell 100%-$296K$00.00%Aug 14, 2026
Pettinga Financial Advisors LLCSell 100%-$293K$00.00%Jul 9, 2026
Rareview Capital LLCAdded 9.69%+$270K$3.05M1.71%Jul 23, 2026
PW Nova Financial Services LLCSell 100%-$201K$00.00%Jul 29, 2026
Glaxis Capital Management, LLCAdded 3.13%+$174K$5.71M11.48%Aug 11, 2026
WJ Financial Advisors LLCAdded 13.09%+$162K$1.4M1.03%Aug 13, 2026
Barrett & Company, Inc.Reduce 53.09%-$83.8K$74.1K0.02%Jul 24, 2026
Kestra Private Wealth Services, LLCAdded 14.08%+$83.4K$676K0.01%Jul 28, 2026
LexAurum Advisors, LLCReduce 11.26%-$67.1K$528K0.06%Jul 15, 2026
Oder Investment Management, LLCAdded 4.05%+$63.9K$1.64M1.10%Aug 11, 2026
Capital Investment Advisors, LLCReduce 5.19%-$61.2K$1.12M0.01%Aug 6, 2026
Key Financial IncNew Buy+$54.8K$54.8K0.01%Jul 24, 2026
Choreo, LLCAdded 14.71%+$54.4K$424K0.00%Aug 4, 2026
Greatmark Investment Partners, Inc.Reduce 1.46%-$52.9K$3.56M0.39%Jul 24, 2026
Lido Advisors, LLCAdded 6.00%+$52.6K$928K0.00%Aug 7, 2026
PMG Family Office LLCAdded 5.81%+$34.1K$621K0.57%Jul 16, 2026
Fiera Capital CorpAdded 2.73%+$32.3K$1.21M0.00%Aug 7, 2026
Baird Financial Group, Inc.Reduce 0.92%-$28.3K$3.05M0.00%Aug 12, 2026
IFG Advisory, LLCNew Buy+$25K$25K0.00%Aug 14, 2026
Sound Income Strategies, LLCSell 100%-$22.4K$00.00%Jul 20, 2026
Smith Asset Management Co., LLCReduce 4.77%-$19.2K$383K0.30%Jul 14, 2026
Pinnacle Financial Partners, Inc.Added 0.42%+$15K$3.56M0.02%Aug 14, 2026
Guggenheim Capital LLCReduce 0.56%-$7.83K$1.4M0.01%Aug 12, 2026
Breachway Investments LLCReduce 0.77%-$7.79K$1.01M1.51%Jul 13, 2026
Platt Wealth Management LLCReduce 0.27%-$4.31K$1.58M1.27%Aug 3, 2026
Loring Wolcott & Coolidge Fiduciary Advisors LLPNew Buy+$4.04K$4.04K0.00%Jul 30, 2026
Pinnacle Wealth Planning Services, Inc.Added 14.80%+$2.94K$22.8K0.00%Aug 7, 2026
WPG Advisers, LLCAdded 15.29%+$1.33K$10.1K0.01%Aug 6, 2026
Oppenheimer & Co IncReduce 0.08%-$1.06K$1.33M0.01%Aug 3, 2026
Toth Financial Advisory CorpAdded 2.00%+$381$19.4K0.00%Jul 14, 2026
Vermillion Wealth Management, Inc.Reduce 0.40%-$296$74.6K0.02%Jul 16, 2026

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