Cohen & Steers Limited DuratLDP
13F holders, Q1 2026 (March 31)83holders +4
13new positions
7sold out
$20.04avg. 13F price*
At the end of Q1 2026, 83 institutions reported holding Cohen & Steers Limited Durat (LDP) in their 13F filings, up 4 from Q4 2025. 13 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($40.8M), UBS Group AG ($27.7M) and Chicago Partners Investment Group LLC ($9.2M).
- Company
- Cohen & Steers Limited Durat
- CUSIP
- 19248C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.9M |
| Exits | 7 | $3.0M |
All 13F filers, Q4 2025 → Q1 2026: 606,204 shares bought and 323,099 shares sold, net +283,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Morgan Stanley | 0.00% | Add +3.8% | 2,040,936 | $40.8M |
| UBS Group AG | 0.00% | Add +0.6% | 1,389,272 | $27.7M |
| Chicago Partners Investment Group LLC | 0.21% | Reduce -2.4% | 438,083 | $9.2M |
| Invesco Ltd. | 0.00% | Add +23.6% | 447,633 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.6% | 365,133 | $7.3M |
| Glaxis Capital Management, LLC | 6.54% | Add +12.9% | 261,800 | $5.2M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 222,370 | $4.4M |
| NewEdge Wealth, LLC | 0.05% | Reduce -8.8% | 195,343 | $3.9M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 177,275 | $3.5M |
| Greatmark Investment Partners, Inc. | 0.40% | Reduce -0.6% | 170,775 | $3.4M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +0.9% | 167,427 | $3.3M |
| LPL Financial LLC | 0.00% | Add +3.3% | 151,968 | $3.0M |
| Baird Financial Group, Inc. | 0.00% | Add +1.8% | 145,463 | $2.9M |
| Rareview Capital LLC | 1.63% | Add +20.8% | 132,703 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.7% | 136,557 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.6% | 121,285 | $2.4M |
| Thomas J. Herzfeld Advisors, Inc. | 0.70% | Reduce -16.3% | 103,791 | $2.1M |
| Shaker Financial Services, LLC | 0.65% | Reduce -1.0% | 92,937 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | New | 83,006 | $1.7M |
| Platt Wealth Management LLC | 1.46% | Reduce -10.1% | 74,866 | $1.5M |
| Oder Investment Management, LLC | 1.14% | Add +0.8% | 74,570 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +40.4% | 72,767 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +81.8% | 66,580 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.5% | 62,731 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -15.0% | 59,866 | $1.2M |
| WJ Financial Advisors LLC | 0.94% | Add +9.3% | 58,314 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -0.1% | 58,268 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +8.0% | 55,852 | $1.1M |
| Fiera Capital Corp | 0.00% | Reduce -3.5% | 55,842 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -13.9% | 55,723 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.9% | 52,881 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.1% | 52,541 | $1.0M |
| Breachway Investments LLC | 0.93% | Add +0.1% | 47,880 | $973K |
| Belpointe Asset Management LLC | 0.03% | New | 44,529 | $889K |
| Lido Advisors, LLC | 0.00% | No change | 41,390 | $827K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +15.1% | 40,171 | $802K |
| Fifth Third Bancorp | 0.00% | New | 31,918 | $637K |
| LexAurum Advisors, LLC | 0.07% | — | 28,133 | $562K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +37.6% | 28,004 | $559K |
| PMG Family Office LLC | 0.62% | Add +11.8% | 27,750 | $554K |
| Susquehanna International Group, LLP | 0.00% | Add +23.8% | 27,208 | $543K |
| Readystate Asset Management LP | 0.05% | New | 26,682 | $533K |
| Cetera Investment Advisers | 0.00% | Add +29.0% | 25,694 | $513K |
| Pathstone Holdings, LLC | 0.00% | Add +102.8% | 23,911 | $478K |
| Wolverine Asset Management LLC | 0.02% | New | 19,133 | $382K |
| Smith Asset Management Co., LLC | 0.33% | Add +61.4% | 19,016 | $380K |
| Commonwealth Equity Services, LLC | 0.00% | Add +35.2% | 18,683 | $373K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.0% | 17,929 | $358K |
| Choreo, LLC | 0.00% | Reduce -12.6% | 17,483 | $349K |
| Caprock Group, LLC | 0.01% | No change | 15,025 | $300K |
| Logan Stone Capital, LLC | 0.08% | New | 14,838 | $296K |
| Pettinga Financial Advisors LLC | 0.06% | New | 14,688 | $293K |
| Financial Security Advisor, Inc. | 0.05% | No change | 13,500 | $270K |
| Prospera Financial Services Inc | 0.00% | No change | 13,300 | $266K |
| Everpar Advisors LLC | 0.09% | No change | 13,290 | $265K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -31.1% | 12,901 | $258K |
| Creative Planning | 0.00% | No change | 11,400 | $228K |
| Stifel Financial Corp. | 0.00% | Reduce -7.8% | 10,566 | $211K |
| PW Nova Financial Services LLC | 0.05% | New | 10,085 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -22.0% | 8,742 | $175K |
| Barrett & Company, Inc. | 0.05% | Add +1.0% | 7,461 | $149K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +0.4% | 3,538 | $71K |
| Spire Wealth Management | 0.00% | No change | 2,919 | $58K |
| US Bancorp \de | 0.00% | No change | 2,085 | $42K |
| Allworth Financial LP | 0.00% | Add +25.9% | 1,568 | $31K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,267 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,200 | $24K |
| Sound Income Strategies, LLC | 0.00% | Add +38.4% | 1,103 | $22K |
| Dunhill Financial, LLC | 0.00% | New | 1,000 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 975 | $19K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +49.8% | 939 | $19K |
| Triumph Capital Management | 0.00% | Add +12.5% | 900 | $18K |
| Toth Financial Advisory Corp. | 0.00% | Add +9.9% | 899 | $18K |
| Advisory Services Network, LLC | 0.00% | New | 610 | $12K |
| Harbour Investments, Inc. | 0.00% | New | 500 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 474 | $9K |
| WPG Advisers, LLC | 0.01% | Add +59.7% | 412 | $8K |
| Private Trust Co. NA | 0.00% | No change | 400 | $8K |
| Highline Wealth Partners LLC | 0.00% | Add +107.1% | 290 | $6K |
| BlackRock, Inc. | 0.00% | New | 150 | $3K |
| Cwm, LLC | 0.00% | No change | 100 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 34 | $702 |
"% of holder's portfolio" is LDP's weight in each manager's 13F, not the share of Cohen & Steers Limited Durat the manager owns.