Cohen & Steers Limited DuratLDP
13F holders, Q2 2025 (June 30)75holders −4
3new positions
7sold out
$20.98avg. 13F price*
At the end of Q2 2025, 75 institutions reported holding Cohen & Steers Limited Durat (LDP) in their 13F filings, down 4 from Q1 2025. 3 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($41.3M), UBS Group AG ($30.5M) and Invesco Ltd. ($9.3M).
- Company
- Cohen & Steers Limited Durat
- CUSIP
- 19248C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $317K |
| Exits | 7 | $1.2M |
All 13F filers, Q1 2025 → Q2 2025: 620,429 shares bought and 215,491 shares sold, net +404,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Morgan Stanley | 0.00% | Add +6.7% | 1,968,151 | $41.3M |
| UBS Group AG | 0.01% | Add +1.4% | 1,454,728 | $30.5M |
| Invesco Ltd. | 0.00% | Add +0.9% | 442,605 | $9.3M |
| Chicago Partners Investment Group LLC | 0.26% | Add +1.9% | 432,383 | $9.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.5% | 408,447 | $8.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.5% | 358,996 | $7.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +257.9% | 233,446 | $4.9M |
| NewEdge Wealth, LLC | 0.07% | Add +10.4% | 214,832 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.2% | 212,897 | $4.5M |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 210,400 | $4.4M |
| Thomas J. Herzfeld Advisors, Inc. | 1.50% | Add +8.0% | 200,918 | $4.2M |
| Atria Investments, Inc | 0.05% | Add +375.7% | 189,228 | $4.0M |
| Greatmark Investment Partners, Inc. | 0.45% | Reduce -0.6% | 171,700 | $3.6M |
| Synovus Financial Corp. | 0.04% | Add +2.1% | 170,243 | $3.6M |
| Glaxis Capital Management, LLC | 4.43% | Add +5.3% | 158,000 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Add +0.5% | 142,096 | $3.0M |
| LPL Financial LLC | 0.00% | Add +3.1% | 131,338 | $2.8M |
| Rareview Capital LLC | 1.17% | Add +49.9% | 88,694 | $1.9M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -5.0% | 86,357 | $1.8M |
| Shaker Financial Services, LLC | 0.65% | Reduce -8.0% | 85,631 | $1.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 78,467 | $1.6M |
| Oder Investment Management, LLC | 1.19% | Add +4.3% | 75,053 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.7% | 73,828 | $1.5M |
| Cerity Partners LLC | 0.00% | No change | 69,400 | $1.5M |
| Fiera Capital Corp | 0.00% | Reduce -1.5% | 62,076 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.1% | 59,184 | $1.2M |
| MAI Capital Management | 0.01% | Add +0.3% | 57,563 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.3% | 56,395 | $1.2M |
| Baldwin Wealth Partners LLC | 0.08% | Reduce -33.2% | 54,892 | $1.2M |
| Comerica Bank | 0.00% | Reduce -15.5% | 54,084 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.3% | 52,823 | $1.1M |
| Lido Advisors, LLC | 0.00% | No change | 41,390 | $868K |
| Guggenheim Capital LLC | 0.01% | Reduce -39.2% | 37,287 | $782K |
| LexAurum Advisors, LLC | 0.12% | Add +0.2% | 35,589 | $747K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +13.6% | 30,410 | $638K |
| Choreo, LLC | 0.01% | Reduce -33.0% | 29,093 | $610K |
| Wela Strategies, Inc. | 0.19% | Add +0.1% | 22,745 | $477K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.4% | 20,880 | $438K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.9% | 20,762 | $436K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +10.6% | 19,514 | $409K |
| Cetera Investment Advisers | 0.00% | Add +3.3% | 18,267 | $383K |
| Everpar Advisors LLC | 0.16% | Reduce -4.0% | 16,565 | $348K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 15,000 | $315K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.6% | 14,183 | $298K |
| Prospera Financial Services Inc | 0.01% | Reduce -13.6% | 13,300 | $279K |
| Stifel Financial Corp. | 0.00% | Reduce -5.8% | 11,966 | $251K |
| StoneX Group Inc. | 0.01% | New | 11,720 | $246K |
| Creative Planning | 0.00% | Reduce -0.4% | 11,400 | $239K |
| Pettinga Financial Advisors LLC | 0.05% | Add +1.6% | 10,552 | $221K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 10,000 | $210K |
| Barrett & Company, Inc. | 0.06% | Reduce -38.8% | 7,747 | $163K |
| Garrison Bradford & Associates Inc. | 0.16% | No change | 7,000 | $147K |
| NFSG Corp | 0.01% | New | 2,972 | $62K |
| Spire Wealth Management | 0.00% | No change | 2,919 | $61K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.9% | 1,737 | $36K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 1,706 | $36K |
| Geneos Wealth Management Inc. | 0.00% | Add +205.7% | 1,507 | $32K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,267 | $27K |
| Allworth Financial LP | 0.00% | Add +1.9% | 1,200 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,200 | $25K |
| Dunhill Financial, LLC | 0.01% | No change | 1,000 | $21K |
| NewSquare Capital LLC | 0.00% | No change | 1,000 | $21K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 975 | $21K |
| US Bancorp \de | 0.00% | No change | 822 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 849 | $17K |
| Montag A & Associates Inc. | 0.00% | No change | 803 | $17K |
| Sound Income Strategies, LLC | 0.00% | Add +0.6% | 786 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 750 | $16K |
| Wolverine Asset Management LLC | 0.00% | Reduce -96.2% | 685 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $10K |
| Toth Financial Advisory Corp. | 0.00% | Add +227.3% | 455 | $10K |
| Ameritas Advisory Services, LLC | 0.00% | New | 440 | $9K |
| Private Trust Co. NA | 0.00% | No change | 400 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -82.9% | 300 | $6K |
| WPG Advisers, LLC | 0.00% | Add +137.6% | 259 | $5K |
"% of holder's portfolio" is LDP's weight in each manager's 13F, not the share of Cohen & Steers Limited Durat the manager owns.