Cohen & Steers Limited DuratLDP
13F holders, Q1 2025 (March 31)79holders +8
14new positions
4sold out
$20.34avg. 13F price*
At the end of Q1 2025, 79 institutions reported holding Cohen & Steers Limited Durat (LDP) in their 13F filings, up 8 from Q4 2024. 14 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($37.6M), UBS Group AG ($29.2M) and Invesco Ltd. ($8.9M).
- Company
- Cohen & Steers Limited Durat
- CUSIP
- 19248C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.7M |
| Exits | 4 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 547,223 shares bought and 110,590 shares sold, net +436,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Morgan Stanley | 0.00% | Add +9.5% | 1,844,338 | $37.6M |
| UBS Group AG | 0.01% | Add +0.3% | 1,434,763 | $29.2M |
| Invesco Ltd. | 0.00% | Add +11.0% | 438,608 | $8.9M |
| Chicago Partners Investment Group LLC | 0.28% | Add +1.5% | 424,155 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Add +3.5% | 414,525 | $8.4M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 372,022 | $7.6M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 220,347 | $4.5M |
| NewEdge Wealth, LLC | 0.07% | Add +27.2% | 194,582 | $4.0M |
| Thomas J. Herzfeld Advisors, Inc. | 1.29% | Reduce -0.3% | 186,043 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 178,626 | $3.6M |
| Greatmark Investment Partners, Inc. | 0.48% | Add +0.7% | 172,675 | $3.5M |
| Synovus Financial Corp. | 0.04% | Add +1.4% | 166,678 | $3.4M |
| Glaxis Capital Management, LLC | 11.80% | Add +7.1% | 150,000 | $3.1M |
| Baird Financial Group, Inc. | 0.01% | Add +0.7% | 141,335 | $2.9M |
| LPL Financial LLC | 0.00% | Add +2.2% | 127,439 | $2.6M |
| Shaker Financial Services, LLC | 0.74% | Add +31.8% | 93,085 | $1.9M |
| Capital Investment Advisors, LLC | 0.04% | Add +38.3% | 90,947 | $1.9M |
| Baldwin Wealth Partners LLC | 0.12% | Reduce -7.5% | 82,150 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +32.1% | 80,505 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +9.2% | 77,476 | $1.6M |
| Oder Investment Management, LLC | 1.24% | Add +9.6% | 71,967 | $1.5M |
| Cerity Partners LLC | 0.00% | No change | 69,400 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.1% | 65,224 | $1.3M |
| Comerica Bank | 0.01% | Add +0.5% | 64,032 | $1.3M |
| Fiera Capital Corp | 0.00% | No change | 63,000 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +0.3% | 61,302 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.9% | 61,104 | $1.2M |
| Rareview Capital LLC | 0.76% | New | 59,164 | $1.2M |
| MAI Capital Management | 0.01% | Add +0.3% | 57,411 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.8% | 56,234 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.1% | 50,628 | $1.0M |
| Choreo, LLC | 0.01% | Add +1.4% | 43,436 | $884K |
| Lido Advisors, LLC | 0.01% | No change | 41,390 | $843K |
| Atria Investments, Inc | 0.01% | Add +16.6% | 39,780 | $810K |
| LexAurum Advisors, LLC | 0.14% | Reduce -41.3% | 35,508 | $723K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +12.4% | 26,760 | $545K |
| Wela Strategies, Inc. | 0.20% | New | 22,726 | $463K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 21,373 | $435K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.4% | 21,180 | $431K |
| Readystate Asset Management LP | 0.03% | Reduce -30.0% | 18,721 | $381K |
| Wolverine Asset Management LLC | 0.03% | Add +326.2% | 18,121 | $369K |
| Cetera Investment Advisers | 0.00% | Add +5.8% | 17,680 | $360K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.7% | 17,644 | $359K |
| Everpar Advisors LLC | 0.19% | No change | 17,265 | $352K |
| Marex Group Ltd | 0.01% | New | 16,097 | $328K |
| Prospera Financial Services Inc | 0.01% | No change | 15,400 | $314K |
| Caprock Group, LLC | 0.01% | No change | 15,025 | $306K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 15,000 | $305K |
| Stifel Financial Corp. | 0.00% | Reduce -15.9% | 12,701 | $259K |
| Barrett & Company, Inc. | 0.11% | Add +0.6% | 12,658 | $258K |
| Magnus Financial Group LLC | 0.02% | Reduce -20.3% | 11,800 | $240K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 11,581 | $236K |
| Creative Planning | 0.00% | No change | 11,443 | $233K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 11,203 | $228K |
| Pettinga Financial Advisors LLC | 0.05% | New | 10,383 | $211K |
| Garrison Bradford & Associates Inc. | 0.16% | New | 7,000 | $143K |
| Spire Wealth Management | 0.00% | No change | 2,919 | $59K |
| Elequin Capital, LP | 0.01% | Add +160.4% | 2,193 | $45K |
| CoreCap Advisors, LLC | 0.00% | Reduce -28.6% | 1,750 | $36K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -1.2% | 1,722 | $35K |
| Mb, Levis & Associates, LLC | 0.02% | Add +0.6% | 1,706 | $35K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,267 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,200 | $24K |
| Allworth Financial LP | 0.00% | Add +1.9% | 1,177 | $23K |
| Dunhill Financial, LLC | 0.01% | Reduce -50.0% | 1,000 | $20K |
| NewSquare Capital LLC | 0.00% | New | 1,000 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 975 | $20K |
| Sunbelt Securities, Inc. | 0.00% | No change | 849 | $17K |
| US Bancorp \de | 0.00% | New | 822 | $17K |
| Montag A & Associates Inc. | 0.00% | No change | 803 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +487.2% | 781 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 750 | $15K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 625 | $13K |
| IFP Advisors, Inc | 0.00% | Reduce -51.6% | 500 | $10K |
| Geneos Wealth Management Inc. | 0.00% | New | 493 | $10K |
| Private Trust Co. NA | 0.00% | No change | 400 | $8K |
| Toth Financial Advisory Corp. | 0.00% | New | 139 | $3K |
| WPG Advisers, LLC | 0.00% | Add +4.8% | 109 | $2K |
| Coldstream Capital Management Inc. | 0.00% | New | 24 | $489 |
"% of holder's portfolio" is LDP's weight in each manager's 13F, not the share of Cohen & Steers Limited Durat the manager owns.