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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +11 | +0.0% | 55,863 | $1.18M | Q2 2026 | Aug 18, 2026 |
| Invesco Ltd. | Buy | +467,104 | — | 467,104 | $9.88M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -128,130 | -35.1% | 237,003 | $5.01M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +98,449 | +118.6% | 181,455 | $3.84M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +93,536 | +156.2% | 153,402 | $3.25M | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Sell | -14,715 | -55.1% | 11,967 | $253.22K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -7,272 | -4.1% | 170,003 | $3.60M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -3,772 | -6.5% | 54,496 | $1.15M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3,250 | +1.5% | 225,620 | $4.77M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,180 | — | 1,180 | $24.97K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +708 | +0.4% | 168,135 | $3.56M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -553 | -1.1% | 51,988 | $1.10M | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Buy | +174,178 | +143.6% | 295,463 | $6.25M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +48,867 | +2.4% | 2,089,803 | $44.22M | Q2 2026 | Aug 13, 2026 |
| Wj Financial Advisors Llc | Buy | +7,633 | +13.1% | 65,947 | $1.40M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +652 | +1.2% | 53,533 | $1.13M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +507 | +0.0% | 1,389,779 | $29.41M | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Sell | -33 | -50.0% | 33 | $698.00 | Q2 2026 | Aug 13, 2026 |
| Us Bancorp \De\ | Buy | +4,293 | +205.9% | 6,378 | $134.96K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +3,602 | +14.0% | 29,296 | $619.91K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Sell | -1,336 | -0.9% | 144,127 | $3.05M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +1,267 | — | 1,267 | $26.82K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -842 | -8.0% | 9,724 | $205.76K | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Sell | -370 | -0.6% | 66,210 | $1.40M | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | Buy | +61 | — | 61 | $1.29K | Q2 2026 | Aug 12, 2026 |
| Glaxis Capital Management, Llc | Buy | +8,200 | +3.1% | 270,000 | $5.71M | Q2 2026 | Aug 11, 2026 |
| Oder Investment Management, Llc | Buy | +3,019 | +4.0% | 77,589 | $1.64M | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +24 | +1.5% | 1,592 | $33.69K | Q2 2026 | Aug 11, 2026 |
| Newedge Wealth, Llc | Sell | -78,436 | -40.2% | 116,907 | $2.47M | Q2 2026 | Aug 10, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +33,948 | +32.7% | 137,739 | $2.91M | Q2 2026 | Aug 10, 2026 |
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.