Who Owns LDP?
COHEN & STEERS LIMITED DURATION PREFERRED AND INCOME FUND INC — Institutional Ownership & 13F Holdings
$20.96
+0.18 (+0.87%)
Market Cap
$621.3M
Shares Outstanding
29,079,221
Institutional Holders
76
Total Inst. Value
$372.9M
% of Float Held
—
QoQ Holder Change
+30
Institutional data as of Q1 2025
New Positions
18
Closed Positions
8
Increased
33
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $228.1M | 11,203 |
| 2 | MORGAN STANLEY | $37.5M | 1,844,338 |
| 3 | UBS Group AG | $29.2M | 1,434,763 |
| 4 | Invesco Ltd. | $8.9M | 438,608 |
| 5 | Chicago Partners Investment Group LLC | $8.5M | 424,155 |
| 6 | RAYMOND JAMES FINANCIAL INC | $8.4M | 414,525 |
| 7 | ROYAL BANK OF CANADA | $7.6M | 372,022 |
| 8 | BANK OF AMERICA CORP /DE/ | $4.5M | 220,347 |
| 9 | Thomas J. Herzfeld Advisors, Inc. | $3.8M | 186,043 |
| 10 | GREATMARK INVESTMENT PARTNERS, INC. | $3.5M | 172,675 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +160K | $37.5M |
| UBS Group AG | +4K | $29.2M |
| Invesco Ltd. | +43K | $8.9M |
| Chicago Partners Investment Group LLC | +6K | $8.5M |
| RAYMOND JAMES FINANCIAL INC | +14K | $8.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LexAurum Advisors, LLC | -25K | $722K |
| READYSTATE ASSET MANAGEMENT LP | -8K | $381K |
| BALDWIN WEALTH PARTNERS LLC/MA | -7K | $1.7M |
| Magnus Financial Group LLC | -3K | $240K |
| Rockefeller Capital Management L.P. | -3K | $1.0M |
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Frequently Asked Questions
How many institutional investors hold LDP?
As of Q1 2025, 76 institutional investors report holding LDP (COHEN & STEERS LIMITED DURATION PREFERRED AND INCOME FUND INC) in their 13F filings.
Which hedge fund owns the most LDP?
The largest institutional holder of LDP is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $228.1M in shares.
Are institutions buying or selling LDP?
This quarter, 18 institutions opened new positions in LDP and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.