COHEN & STEERS LIMITED DURAT (LDP) Institutional Ownership Changes & 13F Activity

COHEN & STEERS LIMITED DURAT (LDP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Sanctuary Advisors, Llc, Raymond James Financial Inc, Advisors Asset Management, Inc., and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+11+0.0%55,863$1.18MQ2 2026Aug 18, 2026
Invesco Ltd.Buy+467,104467,104$9.88MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-128,130-35.1%237,003$5.01MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+98,449+118.6%181,455$3.84MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+93,536+156.2%153,402$3.25MQ2 2026Aug 14, 2026
Readystate Asset Management LpSell-14,715-55.1%11,967$253.22KQ2 2026Aug 14, 2026
Bank Of America CorpSell-7,272-4.1%170,003$3.60MQ2 2026Aug 14, 2026
Mai Capital ManagementSell-3,772-6.5%54,496$1.15MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,250+1.5%225,620$4.77MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,1801,180$24.97KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+708+0.4%168,135$3.56MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-553-1.1%51,988$1.10MQ2 2026Aug 14, 2026
Sanctuary Advisors, LlcBuy+174,178+143.6%295,463$6.25MQ2 2026Aug 13, 2026
Morgan StanleyBuy+48,867+2.4%2,089,803$44.22MQ2 2026Aug 13, 2026
Wj Financial Advisors LlcBuy+7,633+13.1%65,947$1.40MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+652+1.2%53,533$1.13MQ2 2026Aug 13, 2026
Ubs Group AgBuy+507+0.0%1,389,779$29.41MQ2 2026Aug 13, 2026
Huntington National BankSell-33-50.0%33$698.00Q2 2026Aug 13, 2026
Us Bancorp \De\Buy+4,293+205.9%6,378$134.96KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+3,602+14.0%29,296$619.91KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Sell-1,336-0.9%144,127$3.05MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,2671,267$26.82KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-842-8.0%9,724$205.76KQ2 2026Aug 12, 2026
Guggenheim Capital LlcSell-370-0.6%66,210$1.40MQ2 2026Aug 12, 2026
Clear Street Group Inc.Buy+6161$1.29KQ2 2026Aug 12, 2026
Glaxis Capital Management, LlcBuy+8,200+3.1%270,000$5.71MQ2 2026Aug 11, 2026
Oder Investment Management, LlcBuy+3,019+4.0%77,589$1.64MQ2 2026Aug 11, 2026
Allworth Financial LpBuy+24+1.5%1,592$33.69KQ2 2026Aug 11, 2026
Newedge Wealth, LlcSell-78,436-40.2%116,907$2.47MQ2 2026Aug 10, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+33,948+32.7%137,739$2.91MQ2 2026Aug 10, 2026
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Frequently asked questions about LDP activity

  • Which institutional owners are buying LDP?

    Institutional owners buying LDP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LDP activity?

    "Buy" means an investor increased their reported position in LDP compared to the prior reporting period. This reflects growing exposure to COHEN & STEERS LIMITED DURAT (LDP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LDP increasing?

    Institutional interest in LDP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.