COHEN & STEERS LIMITED DURAT (LDP) Institutional Shareholders
COHEN & STEERS LIMITED DURAT (LDP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $178.20M in LDP holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of LDP tracked by InsiderSet, reporting ownership valued at approximately $44.22M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $41.06M, representing an estimated loss of -7.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed LDP value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Invesco Ltd., and several other long-term asset managers with concentrated positions in COHEN & STEERS LIMITED DURAT (LDP).
This page ranks the largest institutional LDP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
77
Total Reported Value
$178.20M
Largest Holder
Morgan Stanley
Largest Position
$44.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,089,803 | $44,220,245 | $41,064,629 | -$3,155,616 | -7.14% | |
| Ubs Group Ag | 0.00% | 1,389,779 | $29,407,724 | $27,309,157 | -$2,098,567 | -7.14% | |
| Invesco Ltd. | 0.00% | 467,104 | $9,883,921 | $9,178,594 | -$705,327 | -7.14% | |
| Chicago Partners Investment Group Llc | 0.19% | 468,773 | $9,703,601 | $9,211,389 | -$492,212 | -5.07% | |
| Sanctuary Advisors, Llc | 0.03% | 295,463 | $6,251,988 | $5,805,848 | -$446,140 | -7.14% | |
| Glaxis Capital Management, Llc | 11.48% | 270,000 | $5,713,200 | $5,305,500 | -$407,700 | -7.14% | |
| Atria Investments, Inc | 0.05% | 246,045 | $5,206,312 | $4,834,784 | -$371,528 | -7.14% | |
| Raymond James Financial Inc | 0.00% | 237,003 | $5,014,975 | $4,657,109 | -$357,866 | -7.14% | |
| Royal Bank Of Canada | 0.00% | 225,620 | $4,774,000 | $4,433,433 | -$340,567 | -7.13% | |
| Bank Of America Corp | 0.00% | 170,003 | $3,597,270 | $3,340,559 | -$256,711 | -7.14% | |
| Greatmark Investment Partners, Inc. | 0.39% | 168,275 | $3,560,699 | $3,306,604 | -$254,095 | -7.14% | |
| Pinnacle Financial Partners, Inc. | 0.02% | 168,135 | $3,557,740 | $3,303,853 | -$253,887 | -7.14% | |
| Lpl Financial Llc | 0.00% | 157,138 | $3,325,043 | $3,087,762 | -$237,281 | -7.14% | |
| Wells Fargo & Company/Mn | 0.00% | 153,402 | $3,245,989 | $3,014,349 | -$231,640 | -7.14% | |
| Envestnet Asset Management Inc | 0.00% | 147,592 | $3,123,037 | $2,900,183 | -$222,854 | -7.14% | |
| Rareview Capital Llc | 1.71% | 145,557 | $3,053,786 | $2,860,195 | -$193,591 | -6.34% | |
| Baird Financial Group, Inc. | 0.00% | 144,127 | $3,049,727 | $2,832,096 | -$217,631 | -7.14% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.89% | 137,739 | $2,914,557 | $2,706,571 | -$207,986 | -7.14% | |
| Newedge Wealth, Llc | 0.02% | 116,907 | $2,473,752 | $2,297,223 | -$176,529 | -7.14% | |
| Oder Investment Management, Llc | 1.10% | 77,589 | $1,641,790 | $1,524,624 | -$117,166 | -7.14% | |
| Platt Wealth Management Llc | 1.27% | 74,662 | $1,579,000 | $1,467,108 | -$111,892 | -7.09% | |
| Guggenheim Capital Llc | 0.01% | 66,210 | $1,401,004 | $1,301,027 | -$99,978 | -7.14% | |
| Wj Financial Advisors Llc | 1.03% | 65,947 | $1,395,439 | $1,295,859 | -$99,580 | -7.14% | |
| Oppenheimer & Co Inc | 0.01% | 62,681 | $1,326,330 | $1,231,682 | -$94,648 | -7.14% | |
| Fiera Capital Corp | 0.00% | 57,368 | $1,213,907 | $1,127,281 | -$86,626 | -7.14% | |
| Beacon Pointe Advisors, Llc | 0.01% | 55,863 | $1,182,066 | $1,097,708 | -$84,358 | -7.14% | |
| Mai Capital Management | 0.00% | 54,496 | $1,153,128 | $1,070,846 | -$82,282 | -7.14% | |
| Rockefeller Capital Management L.P. | 0.00% | 53,533 | $1,132,779 | $1,051,923 | -$80,856 | -7.14% | |
| Capital Investment Advisors, Llc | 0.01% | 52,831 | $1,117,905 | $1,038,129 | -$79,776 | -7.14% | |
| Osaic Holdings, Inc. | 0.00% | 51,988 | $1,100,028 | $1,021,564 | -$78,464 | -7.13% | |
| Breachway Investments Llc | 1.51% | 47,512 | $1,005,354 | $933,611 | -$71,743 | -7.14% | |
| Lido Advisors, Llc | 0.00% | 43,875 | $928,395 | $862,144 | -$66,251 | -7.14% | |
| Wealthcare Advisory Partners Llc | 0.02% | 42,709 | $903,713 | $839,232 | -$64,481 | -7.14% | |
| Shaker Financial Services, Llc | 0.24% | 36,611 | $774,689 | $719,406 | -$55,283 | -7.14% | |
| Independent Wealth Network Inc. | 0.20% | 36,395 | $770,127 | $715,162 | -$54,965 | -7.14% | |
| Kestra Private Wealth Services, Llc | 0.01% | 31,947 | $675,991 | $627,759 | -$48,232 | -7.14% | |
| Fifth Third Bancorp | 0.00% | 31,459 | $665,667 | $618,169 | -$47,498 | -7.14% | |
| Pmg Family Office Llc | 0.57% | 29,361 | $621,279 | $576,944 | -$44,335 | -7.14% | |
| Cetera Investment Advisers | 0.00% | 29,296 | $619,910 | $575,666 | -$44,244 | -7.14% | |
| Lexaurum Advisors, Llc | 0.06% | 24,964 | $528,236 | $490,543 | -$37,693 | -7.14% | |
| Pathstone Holdings, Llc | 0.00% | 23,911 | $477,512 | $469,851 | -$7,661 | -1.60% | |
| Choreo, Llc | 0.00% | 20,054 | $424,343 | $394,061 | -$30,282 | -7.14% | |
| Smith Asset Management Co., Llc | 0.30% | 18,109 | $383,186 | $355,842 | -$27,344 | -7.14% | |
| Caprock Group, Llc | 0.01% | 15,025 | $317,929 | $295,241 | -$22,688 | -7.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,872 | $293,530 | $272,585 | -$20,945 | -7.14% | |
| Kestra Advisory Services, Llc | 0.00% | 13,704 | $289,983 | $269,284 | -$20,699 | -7.14% | |
| Financial Security Advisor, Inc. | 0.05% | 13,500 | $285,660 | $265,275 | -$20,385 | -7.14% | |
| Prospera Financial Services Inc | 0.00% | 13,300 | $281,428 | $261,345 | -$20,083 | -7.14% | |
| Everpar Advisors Llc | 0.08% | 13,290 | $281,216 | $261,148 | -$20,068 | -7.14% | |
| Readystate Asset Management Lp | 0.01% | 11,967 | $253,222 | $235,152 | -$18,070 | -7.14% |
Frequently asked questions about LDP
Who owns the most LDP stock?
The largest holders of LDP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COHEN & STEERS LIMITED DURAT (LDP).
Is LDP widely held by superinvestors?
Many widely followed stocks like LDP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LDP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.