Cohen & Steers Limited DuratLDP
13F holders, Q3 2025 (September 30)75holders
8new positions
11sold out
$21.66avg. 13F price*
At the end of Q3 2025, 75 institutions reported holding Cohen & Steers Limited Durat (LDP) in their 13F filings, unchanged from Q2 2025. 8 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($42.2M), UBS Group AG ($30.5M) and Invesco Ltd. ($9.8M).
- Company
- Cohen & Steers Limited Durat
- CUSIP
- 19248C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $900K |
| Exits | 11 | $2.0M |
All 13F filers, Q2 2025 → Q3 2025: 153,573 shares bought and 543,265 shares sold, net −389,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Morgan Stanley | 0.00% | Reduce -1.1% | 1,945,441 | $42.2M |
| UBS Group AG | 0.01% | Reduce -3.3% | 1,406,501 | $30.5M |
| Invesco Ltd. | 0.00% | Add +2.1% | 451,782 | $9.8M |
| Chicago Partners Investment Group LLC | 0.25% | Add +0.2% | 433,173 | $9.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.3% | 407,329 | $8.8M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 357,648 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.4% | 239,403 | $5.2M |
| Thomas J. Herzfeld Advisors, Inc. | 1.64% | Add +10.1% | 221,196 | $4.8M |
| NewEdge Wealth, LLC | 0.07% | Add +0.1% | 215,043 | $4.7M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 207,470 | $4.5M |
| Glaxis Capital Management, LLC | 6.26% | Add +10.1% | 174,000 | $3.8M |
| Greatmark Investment Partners, Inc. | 0.45% | Add +0.1% | 171,900 | $3.7M |
| Synovus Financial Corp. | 0.04% | Reduce -3.5% | 164,276 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Add +1.5% | 144,204 | $3.1M |
| LPL Financial LLC | 0.00% | Add +6.1% | 139,318 | $3.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -56.3% | 102,097 | $2.2M |
| Rareview Capital LLC | 1.28% | Add +13.1% | 100,280 | $2.1M |
| Shaker Financial Services, LLC | 0.63% | Reduce -1.3% | 84,484 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -10.5% | 77,282 | $1.7M |
| Oder Investment Management, LLC | 1.18% | Add +0.7% | 75,583 | $1.6M |
| Cerity Partners LLC | 0.00% | No change | 69,400 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -16.3% | 65,704 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -16.6% | 61,533 | $1.3M |
| MAI Capital Management | 0.01% | Add +1.1% | 58,194 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.5% | 56,781 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.3% | 55,473 | $1.2M |
| Baldwin Wealth Partners LLC | 0.08% | Reduce -1.7% | 53,947 | $1.2M |
| Comerica Bank | 0.00% | Reduce -0.3% | 53,907 | $1.2M |
| WJ Financial Advisors LLC | 1.11% | — | 52,714 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -8.3% | 51,715 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -74.7% | 47,846 | $1.0M |
| Fiera Capital Corp | 0.00% | Reduce -25.3% | 46,361 | $1.0M |
| Lido Advisors, LLC | 0.00% | No change | 41,390 | $897K |
| LexAurum Advisors, LLC | 0.10% | Reduce -5.1% | 33,767 | $732K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +7.9% | 32,814 | $711K |
| Choreo, LLC | 0.01% | Add +10.1% | 32,016 | $694K |
| PMG Family Office LLC | 0.65% | — | 26,783 | $580K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.7% | 22,270 | $483K |
| Cetera Investment Advisers | 0.00% | Add +14.8% | 20,978 | $455K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -6.6% | 18,229 | $395K |
| Everpar Advisors LLC | 0.14% | No change | 16,565 | $359K |
| Caprock Group, LLC | 0.01% | — | 15,025 | $321K |
| Prospera Financial Services Inc | 0.00% | No change | 13,300 | $288K |
| Creative Planning | 0.00% | Add +5.9% | 12,070 | $262K |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 11,766 | $255K |
| Northern Trust Corp. | 0.00% | New | 11,536 | $250K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.0% | 11,203 | $243K |
| Guggenheim Capital LLC | 0.00% | Reduce -72.5% | 10,246 | $222K |
| Smith Asset Management Co., LLC | 0.19% | New | 10,171 | $220K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 10,000 | $217K |
| HighTower Advisors, LLC | 0.00% | New | 9,446 | $205K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,371 | $204K |
| Barrett & Company, Inc. | 0.05% | Reduce -5.6% | 7,316 | $159K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +102.0% | 3,508 | $76K |
| NFSG Corp | 0.01% | No change | 2,972 | $64K |
| Spire Wealth Management | 0.00% | No change | 2,919 | $63K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,267 | $27K |
| Allworth Financial LP | 0.00% | Add +1.8% | 1,222 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,200 | $26K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 975 | $21K |
| Sunbelt Securities, Inc. | 0.00% | No change | 849 | $18K |
| Montag A & Associates Inc. | 0.00% | No change | 803 | $17K |
| Sound Income Strategies, LLC | 0.00% | Add +0.8% | 792 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 750 | $16K |
| Toth Financial Advisory Corp. | 0.00% | Add +53.2% | 697 | $15K |
| Advisory Services Network, LLC | 0.00% | New | 610 | $13K |
| US Bancorp \de | 0.00% | Reduce -28.8% | 585 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $11K |
| Private Trust Co. NA | 0.00% | No change | 400 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -12.1% | 387 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 300 | $7K |
| WPG Advisers, LLC | 0.00% | Add +1.9% | 264 | $6K |
| Highline Wealth Partners LLC | 0.00% | New | 140 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 100 | $2K |
| Cwm, LLC | 0.00% | New | 100 | $2K |
"% of holder's portfolio" is LDP's weight in each manager's 13F, not the share of Cohen & Steers Limited Durat the manager owns.