Cohen & Steers Limited DuratLDP
13F holders, Q4 2025 (December 31)79holders +4
11new positions
7sold out
$21.18avg. 13F price*
At the end of Q4 2025, 79 institutions reported holding Cohen & Steers Limited Durat (LDP) in their 13F filings, up 4 from Q3 2025. 11 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($41.6M), UBS Group AG ($29.2M) and Chicago Partners Investment Group LLC ($9.6M).
- Company
- Cohen & Steers Limited Durat
- CUSIP
- 19248C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.2M |
| Exits | 7 | $761K |
All 13F filers, Q3 2025 → Q4 2025: 286,045 shares bought and 541,609 shares sold, net −255,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Morgan Stanley | 0.00% | Add +1.1% | 1,966,040 | $41.6M |
| UBS Group AG | 0.01% | Reduce -1.8% | 1,380,950 | $29.2M |
| Chicago Partners Investment Group LLC | 0.24% | Add +3.6% | 448,940 | $9.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 403,953 | $8.6M |
| Invesco Ltd. | 0.00% | Reduce -19.9% | 362,073 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -34.4% | 234,621 | $5.0M |
| Glaxis Capital Management, LLC | 8.40% | Add +33.2% | 231,800 | $4.9M |
| NewEdge Wealth, LLC | 0.05% | Reduce -0.4% | 214,128 | $4.5M |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 183,811 | $3.9M |
| Greatmark Investment Partners, Inc. | 0.43% | Reduce -0.0% | 171,825 | $3.6M |
| Pinnacle Financial Partners, Inc. | 0.03% | — | 165,971 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.9% | 158,249 | $3.4M |
| LPL Financial LLC | 0.00% | Add +5.7% | 147,190 | $3.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.9% | 142,925 | $3.0M |
| Thomas J. Herzfeld Advisors, Inc. | 0.89% | Reduce -43.9% | 124,038 | $2.6M |
| Rareview Capital LLC | 1.50% | Add +9.5% | 109,848 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.6% | 106,771 | $2.3M |
| Shaker Financial Services, LLC | 0.63% | Add +11.2% | 93,902 | $2.0M |
| Platt Wealth Management LLC | 1.75% | — | 83,256 | $1.8M |
| Oder Investment Management, LLC | 1.13% | Reduce -2.1% | 73,969 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +7.2% | 70,419 | $1.5M |
| Cerity Partners LLC | 0.00% | No change | 69,400 | $1.5M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -16.2% | 64,735 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.5% | 61,825 | $1.3M |
| MAI Capital Management | 0.01% | Add +0.2% | 58,313 | $1.2M |
| Fiera Capital Corp | 0.00% | Add +24.8% | 57,873 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 56,817 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.3% | 54,225 | $1.1M |
| WJ Financial Advisors LLC | 1.01% | Add +1.2% | 53,364 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +8.3% | 51,840 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 51,726 | $1.1M |
| Baldwin Wealth Partners LLC | 0.07% | Reduce -6.6% | 50,393 | $1.1M |
| Breachway Investments LLC | 1.07% | — | 47,830 | $1.0M |
| Lido Advisors, LLC | 0.00% | No change | 41,390 | $897K |
| Guggenheim Capital LLC | 0.01% | Add +257.4% | 36,616 | $775K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.4% | 34,914 | $739K |
| Comerica Bank | 0.00% | Reduce -40.8% | 31,915 | $676K |
| PMG Family Office LLC | 0.61% | Reduce -7.3% | 24,814 | $525K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 22,692 | $480K |
| Susquehanna International Group, LLP | 0.00% | New | 21,982 | $465K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.6% | 20,347 | $431K |
| Choreo, LLC | 0.01% | Reduce -37.5% | 19,997 | $424K |
| Cetera Investment Advisers | 0.00% | Reduce -5.1% | 19,913 | $422K |
| Kestra Advisory Services, LLC | 0.00% | New | 18,729 | $396K |
| Jane Street Group, LLC | 0.00% | New | 15,783 | $334K |
| Caprock Group, LLC | 0.01% | No change | 15,025 | $318K |
| Commonwealth Equity Services, LLC | 0.00% | New | 13,817 | $293K |
| Financial Security Advisor, Inc. | 0.06% | New | 13,500 | $286K |
| Prospera Financial Services Inc | 0.00% | No change | 13,300 | $282K |
| Everpar Advisors LLC | 0.10% | Reduce -19.8% | 13,290 | $281K |
| Pathstone Holdings, LLC | 0.00% | New | 11,793 | $250K |
| Smith Asset Management Co., LLC | 0.21% | Add +15.9% | 11,785 | $249K |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 11,466 | $243K |
| Creative Planning | 0.00% | Reduce -5.5% | 11,400 | $241K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 11,203 | $237K |
| Barrett & Company, Inc. | 0.05% | Add +1.0% | 7,386 | $156K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +0.4% | 3,523 | $75K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 3,000 | $64K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 3,000 | $64K |
| Spire Wealth Management | 0.00% | No change | 2,919 | $62K |
| US Bancorp \de | 0.00% | Add +256.4% | 2,085 | $44K |
| Global Retirement Partners, LLC | 0.00% | New | 1,629 | $34K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,267 | $27K |
| Allworth Financial LP | 0.00% | Add +1.9% | 1,245 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,200 | $25K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 975 | $21K |
| Toth Financial Advisory Corp. | 0.00% | Add +17.4% | 818 | $17K |
| Montag A & Associates Inc. | 0.00% | No change | 803 | $17K |
| Sound Income Strategies, LLC | 0.00% | Add +0.6% | 797 | $17K |
| Triumph Capital Management | 0.00% | New | 800 | $17K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 627 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $11K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -44.2% | 474 | $10K |
| Private Trust Co. NA | 0.00% | No change | 400 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 300 | $6K |
| WPG Advisers, LLC | 0.00% | Reduce -2.3% | 258 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 140 | $3K |
| Root Financial Partners, LLC | 0.00% | No change | 100 | $2K |
| Cwm, LLC | 0.00% | No change | 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.