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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Raymond James Financial Inc, Royal Bank Of Canada, Glaxis Capital Management, Llc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Sunbelt Securities, Inc.Buy+474—474$10.04KQ4 2025Feb 20, 2026
Smith Asset Management Co., LlcBuy+11,785—11,785$249.49KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+403,953—403,953$8.55MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+51,726—51,726$1.10MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+1,267—1,267$26.83KQ4 2025Feb 18, 2026
Royal Bank Of CanadaBuy+234,621—234,621$4.97MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+183,811—183,811$3.89MQ4 2025Feb 17, 2026
Pinnacle Financial Partners, Inc.Buy+165,971—165,971$3.51MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+56,817—56,817$1.20MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+54,225—54,225$1.15MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+36,616—36,616$775.16KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+21,982—21,982$465.36KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+19,913—19,913$421.57KQ4 2025Feb 17, 2026
Creative PlanningBuy+11,400—11,400$241.34KQ4 2025Feb 17, 2026
Morgan StanleyBuy+1,966,040—1,966,040$41.62MQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+142,925—142,925$3.03MQ4 2025Feb 13, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+124,038—124,038$2.63MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+70,419—70,419$1.49MQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+58,313—58,313$1.23MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+18,729—18,729$396.49KQ4 2025Feb 13, 2026
Pathstone Holdings, LlcBuy+11,793—11,793$249.65KQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+11,466—11,466$242.74KQ4 2025Feb 13, 2026
Pinnacle Wealth Planning Services, Inc.Buy+627—627$13.27KQ4 2025Feb 13, 2026
Glaxis Capital Management, LlcBuy+231,800—231,800$4.91MQ4 2025Feb 12, 2026
Oder Investment Management, LlcBuy+73,969—73,969$1.57MQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+15,783—15,783$334.13KQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+13,817—13,817$292.51KQ4 2025Feb 12, 2026
Triumph Capital ManagementBuy+800—800$16.94KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+147,190—147,190$3.12MQ4 2025Feb 11, 2026
Cerity Partners LlcBuy+69,400—69,400$1.47MQ4 2025Feb 11, 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.