C
Cohen & Steers Limited Duration Preferred and Income Fund
LDP • NYSE
Cohen & Steers Limited Duration Preferred and Income Fund is a publicly traded company on NYSE. As of Q3 2025, 71 institutional investors hold shares in this company, with total holdings valued at $166.7M. MORGAN STANLEY is the largest holder with a position valued at $42.2M.
Websitecohenandsteers.com
Overview
Overview of institutional ownership in LDP as of Q3 2025
All Institutions
- Institutions
- 71
- Value Held
- $166.7M
- Shares Held
- 7.7M
- Avg Position
- $2.3M
- Median Position
- $395.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $3.8M
- Shares Held
- 174.0K
- Avg Position
- $3.8M
- Median Position
- $3.8M
Biggest Investors
Institutions with the largest positions in LDP as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $42.2M 0.00% of portfolio |
 UBS Group AG Institution | $30.5M 0.01% of portfolio |
 Invesco Ltd. ETF Provider | $9.8M 0.00% of portfolio |
 Chicago Partners Investment Group LLC RIA/Wealth | $9.4M 0.25% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $8.8M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $5.2M 0.00% of portfolio |
 Thomas J. Herzfeld Advisors, Inc. Long Only Manager | $4.8M 1.64% of portfolio |
N NewEdge Wealth, LLC Institution | $4.7M 0.07% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $4.5M 0.00% of portfolio |
G Glaxis Capital Management, LLC Hedge Fund•Global Macro | $3.8M 6.55% of portfolio |
Net Capital Flow
Institutional buying and selling activity for LDP in Q3 2025
- Traded
- −$3.6M
- Buyers
- 31
- Sellers
- 31
- Total Bought
- +$4.4M
- Total Sold
- −$8.1M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 WJ Financial Advisors LLC RIA/Wealth | +$1.1M +52.7K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$574.4K +26.5K shares |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | +$439.4K +20.3K shares |
G Glaxis Capital Management, LLC Hedge Fund•Global Macro | +$346.7K +16.0K shares |
 NORTHERN TRUST CORP Institution | +$250.0K +11.5K shares |
 Rareview Capital LLC ETF Provider | +$243.1K +11.6K shares |
 Smith Asset Management Co., LLC RIA/Wealth | +$220.4K +10.2K shares |
 HighTower Advisors, LLC RIA/Wealth | +$204.7K +9.4K shares |
+$204.4K +9.4K shares | |
Invesco Ltd. ETF Provider | +$198.9K +9.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
A ATRIA INVESTMENTS LLC Institution | −$3.1M −141.4K shares |
UBS Group AG Institution | −$1.0M −48.2K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$586.0K −27.0K shares |
MORGAN STANLEY RIA/Wealth | −$492.1K −22.7K shares |
 Wela Strategies, LLC RIA/Wealth | −$477.2K −22.7K shares |
F Fiera Capital Corp Institution | −$340.5K −15.7K shares |
 WELLS FARGO & COMPANY/MN Institution | −$276.6K −12.8K shares |
 OPPENHEIMER & CO INC RIA/Wealth | −$266.4K −12.3K shares |
 INTL FCSTONE INC. Institution | −$245.9K −11.7K shares |
 Pettinga Financial Advisors, LLC RIA/Wealth | −$221.4K −10.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited LDP in Q3 2025
- New Positions
- 8
- New Value
- $1.8M
- Exited Positions
- 9
- Exited Value
- $1.2M
New Positions
| Institution | Position Value |
|---|---|
WJ Financial Advisors LLC RIA/Wealth | $1.1M 52.7K shares |
NORTHERN TRUST CORP Institution | $250.0K 11.5K shares |
Smith Asset Management Co., LLC RIA/Wealth | $220.4K 10.2K shares |
$204.4K 9.4K shares | |
 Triumph Capital Management RIA/Wealth | $17.3K 800.0 shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $3.0K 140.0 shares |
R Root Financial Partners, LLC RIA/Wealth | $2.2K 100.0 shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Wela Strategies, LLC RIA/Wealth | $477.2K 22.7K shares |
INTL FCSTONE INC. Institution | $245.9K 11.7K shares |
Pettinga Financial Advisors, LLC RIA/Wealth | $221.4K 10.6K shares |
 GARRISON BRADFORD & ASSOCIATES INC RIA/Wealth | $146.9K 7.0K shares |
 MB, LEVIS & ASSOCIATES, LLC RIA/Wealth | $35.8K 1.7K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $31.6K 1.5K shares |
 CFG Asset Management LLC RIA/Wealth | $21.0K 1.0K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $14.4K 685.0 shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | - 20.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in LDP as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with LDP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
G Glaxis Capital Management, LLC Hedge Fund•Global Macro | 6.55% $3.8M |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | 1.64% $4.8M |
Rareview Capital LLC ETF Provider | 1.28% $2.1M |
 Oder Investment Management, LLC RIA/Wealth | 1.18% $1.6M |
WJ Financial Advisors LLC RIA/Wealth | 1.11% $1.1M |
 Shaker Financial Services, LLC RIA/Wealth | 0.63% $1.8M |
 GREATMARK INVESTMENT PARTNERS, INC. RIA/Wealth | 0.45% $3.7M |
Chicago Partners Investment Group LLC RIA/Wealth | 0.25% $9.4M |
Smith Asset Management Co., LLC RIA/Wealth | 0.19% $220.4K |
 EVERPAR ADVISORS LLC RIA/Wealth | 0.14% $359.0K |
Hedge Fund Spotlight
Discover hedge funds investing in LDP
G
Glaxis Capital Management, LLC
Hedge Fund • Global Macro
Portfolio ManagerMatthew Marc Miller
- Portfolio Value
- $57.5M
- Positions
- 46
- Last Reported
- Q3 2025
Sector Allocation
C
Position in Cohen & Steers Limited Duration Preferred and Income Fund
- Market Value
- $3.8M
- Shares Held
- 174.0K
- Portfolio Weight
- 6.55%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $7.3M | 12.60% | |
ETF ETF | $6.4M | 11.07% | |
ETF ETF | $3.8M | 6.59% |
