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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | Buy | +474 | — | 474 | $10.04K | Q4 2025 | Feb 20, 2026 |
| Smith Asset Management Co., Llc | Buy | +11,785 | — | 11,785 | $249.49K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +403,953 | — | 403,953 | $8.55M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +51,726 | — | 51,726 | $1.10M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +1,267 | — | 1,267 | $26.83K | Q4 2025 | Feb 18, 2026 |
| Royal Bank Of Canada | Buy | +234,621 | — | 234,621 | $4.97M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +183,811 | — | 183,811 | $3.89M | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +165,971 | — | 165,971 | $3.51M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +56,817 | — | 56,817 | $1.20M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +54,225 | — | 54,225 | $1.15M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +36,616 | — | 36,616 | $775.16K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +21,982 | — | 21,982 | $465.36K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +19,913 | — | 19,913 | $421.57K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +11,400 | — | 11,400 | $241.34K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +1,966,040 | — | 1,966,040 | $41.62M | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | Buy | +142,925 | — | 142,925 | $3.03M | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +124,038 | — | 124,038 | $2.63M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +70,419 | — | 70,419 | $1.49M | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +58,313 | — | 58,313 | $1.23M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +18,729 | — | 18,729 | $396.49K | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, Llc | Buy | +11,793 | — | 11,793 | $249.65K | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +11,466 | — | 11,466 | $242.74K | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Buy | +627 | — | 627 | $13.27K | Q4 2025 | Feb 13, 2026 |
| Glaxis Capital Management, Llc | Buy | +231,800 | — | 231,800 | $4.91M | Q4 2025 | Feb 12, 2026 |
| Oder Investment Management, Llc | Buy | +73,969 | — | 73,969 | $1.57M | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +15,783 | — | 15,783 | $334.13K | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +13,817 | — | 13,817 | $292.51K | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | Buy | +800 | — | 800 | $16.94K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +147,190 | — | 147,190 | $3.12M | Q4 2025 | Feb 11, 2026 |
| Cerity Partners Llc | Buy | +69,400 | — | 69,400 | $1.47M | Q4 2025 | Feb 11, 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.