Vault-13

COHEN & STEERS LTD DURATION LDP

COM · Closed-End Fund · CUSIP 19248C105

81 institutional holders -3 vs Q1 2026
8,643,5948.6m shares reported held*
$182.7mreported value*
6 new 34 added 23 reduced 9 sold out net bought ≈ $7.2m (+340.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $21.13.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 73Q4 22: 74Q1 23: 69Q2 23: 68Q3 23: 71Q4 23: 76Q1 24: 64Q2 24: 68Q3 24: 67Q4 24: 72Q1 25: 80Q2 25: 77Q3 25: 77Q4 25: 81Q1 26: 84Q2 26: 8181Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202273
Q4 202274
Q1 202369
Q2 202368
Q3 202371
Q4 202376
Q1 202464
Q2 202468
Q3 202467
Q4 202472
Q1 202580
Q2 202577
Q3 202577
Q4 202581
Q1 202684
Q2 202681

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 36 bought or addedQ3 24: 23 cut or sold outQ4 24: 43 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 51 bought or addedQ1 25: 17 cut or sold outQ2 25: 36 bought or addedQ2 25: 29 cut or sold outQ2 25Q3 25: 31 bought or addedQ3 25: 37 cut or sold outQ4 25: 36 bought or addedQ4 25: 31 cut or sold outQ4 25Q1 26: 46 bought or addedQ1 26: 30 cut or sold outQ2 26: 40 bought or addedQ2 26: 32 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243623
Q4 20244320
Q1 20255117
Q2 20253629
Q3 20253137
Q4 20253631
Q1 20264630
Q2 20264032

Biggest buyers

Sanctuary Advisors, LLC Added +174,178+174.2k
Atria Investments, Inc Added +173,278+173.3k
Advisors Asset Management, Inc. Added +98,449+98.4k
WELLS FARGO & COMPANY/MN Added +93,536+93.5k
MORGAN STANLEY Added +48,867+48.9k
Independent Wealth Network Inc. New +36,395+36.4k
Thomas J. Herzfeld Advisors, Inc. Added +33,948+33.9k
Chicago Partners Investment Group LLC Added +30,690+30.7k
Invesco Ltd. Added +19,471+19.5k
Rareview Capital LLC Added +12,854+12.9k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -128,130-128.1k
NewEdge Wealth, LLC Reduced -78,436-78.4k
Shaker Financial Services, LLC Reduced -56,326-56.3k
Belpointe Asset Management LLC Sold out -44,529-44.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -27,208-27.2k
WOLVERINE ASSET MANAGEMENT LLC Sold out -19,133-19.1k
Logan Stone Capital, LLC Sold out -14,838-14.8k
READYSTATE ASSET MANAGEMENT LP Reduced -14,715-14.7k
Pettinga Financial Advisors LLC Sold out -14,688-14.7k
PW Nova Financial Services LLC Sold out -10,085-10.1k

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,089,8032.1m $44.2m $44.2m 0.00% Added +48.9k +48,867
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,389,7791.4m $29.4m $29.4m 0.00% Added +507 +507
3 Chicago Partners Investment Group LLC 0.19% of their portfolio CHICAGO, IL 468,773468.8k $9.7m $9.7m 0.19% Added +30.7k +30,690
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 467,104467.1k $9.9m $9.9m 0.00% Added +19.5k +19,471
5 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 295,463295.5k $6.3m $6.3m 0.03% Added +174.2k +174,178
6 Glaxis Capital Management, LLC 11.48% of their portfolio SARASOTA, FL 270,000270.0k $5.7m $5.7m 11.48% Added +8.2k +8,200
7 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 246,045246.0k $5.2m $5.2m 0.05% Added +173.3k +173,278
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 237,003237.0k $5.0m $5.0m 0.00% Reduced -128.1k -128,130
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 225,620225.6k $4.8m $4.8m 0.00% Added +3.2k +3,250
10 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 181,455181.5k $3.8m $3.8m 0.06% Added +98.4k +98,449
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 170,003170.0k $3.6m $3.6m 0.00% Reduced -7.3k -7,272
12 GREATMARK INVESTMENT PARTNERS, INC. 0.39% of their portfolio COLUMBUS, GA 168,275168.3k $3.6m $3.6m 0.39% Reduced -2.5k -2,500
13 Pinnacle Financial Partners, Inc. 0.02% of their portfolio ATLANTA, GA 168,135168.1k $3.6m $3.6m 0.02% Added +708 +708
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 157,138157.1k $3.3m $3.3m 0.00% Added +5.2k +5,170
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 153,402153.4k $3.2m $3.2m 0.00% Added +93.5k +93,536
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 147,592147.6k $3.1m $3.1m 0.00% Added +11.0k +11,035
17 Rareview Capital LLC 1.71% of their portfolio LAS VEGAS, NV 145,557145.6k $3.1m $3.1m 1.71% Added +12.9k +12,854
18 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 144,127144.1k $3.0m $3.0m 0.00% Reduced -1.3k -1,336
19 Thomas J. Herzfeld Advisors, Inc. 0.89% of their portfolio MIAMI BEACH, FL 137,739137.7k $2.9m $2.9m 0.89% Added +33.9k +33,948
20 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 116,907116.9k $2.5m $2.5m 0.02% Reduced -78.4k -78,436
21 Oder Investment Management, LLC 1.10% of their portfolio WOODLAND HILLS, CA 77,58977.6k $1.6m $1.6m 1.10% Added +3.0k +3,019
22 Platt Wealth Management LLC 1.27% of their portfolio SAN DIEGO, CA 74,66274.7k $1.6m $1.6m 1.27% Reduced -204 -204
23 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 66,21066.2k $1.4m $1.4m 0.01% Reduced -370 -370
24 WJ Financial Advisors LLC 1.03% of their portfolio KILLINGWORTH, CT 65,94765.9k $1.4m $1.4m 1.03% Added +7.6k +7,633
25 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 62,68162.7k $1.3m $1.3m 0.01% Reduced -50 -50
26 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 57,36857.4k $1.2m $1.2m 0.00% Added +1.5k +1,526
27 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 55,86355.9k $1.2m $1.2m 0.01% Added +11 +11
28 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 54,49654.5k $1.2m $1.2m 0.00% Reduced -3.8k -3,772
29 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 53,53353.5k $1.1m $1.1m 0.00% Added +652 +652
30 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 52,83152.8k $1.1m $1.1m 0.01% Reduced -2.9k -2,892
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 51,98852.0k $1.1m $1.1m 0.00% Reduced -553 -553
32 Breachway Investments LLC 1.51% of their portfolio CHARLESTOWN, RI 47,51247.5k $1.0m $1.0m 1.51% Reduced -368 -368
33 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 43,87543.9k $928.4k $928.4k 0.00% Added +2.5k +2,485
34 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 42,70942.7k $903.7k $903.7k 0.02% Added +2.5k +2,538
35 Shaker Financial Services, LLC 0.24% of their portfolio Arlington, VA 36,61136.6k $774.7k $774.7k 0.24% Reduced -56.3k -56,326
36 Independent Wealth Network Inc. 0.20% of their portfolio URBANDALE, IA 36,39536.4k $770.1k $770.1k 0.20% New
37 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 31,94731.9k $676.0k $676.0k 0.01% Added +3.9k +3,943
38 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 31,45931.5k $665.7k $665.7k 0.00% Reduced -459 -459
39 PMG Family Office LLC 0.57% of their portfolio PLANO, TX 29,36129.4k $621.3k $621.3k 0.57% Added +1.6k +1,611
40 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 29,29629.3k $619.9k $619.9k 0.00% Added +3.6k +3,602
41 LexAurum Advisors, LLC 0.06% of their portfolio OVERLAND PARK, KS 24,96425.0k $528.2k $528.2k 0.06% Reduced -3.2k -3,169
42 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 23,91323.9k $506.0k $506.0k 0.00% Added +2 +2
43 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 20,05420.1k $424.3k $424.3k 0.00% Added +2.6k +2,571
44 Smith Asset Management Co., LLC 0.30% of their portfolio Chiefland, FL 18,10918.1k $383.2k $383.2k 0.30% Reduced -907 -907
45 Caprock Group, LLC 0.01% of their portfolio BOISE, ID 15,02515.0k $317.9k $317.9k 0.01% Unchanged
46 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,87213.9k $293.5k $293.5k 0.00% Reduced -4.8k -4,811
47 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,70413.7k $290.0k $290.0k 0.00% Added +803 +803
48 Financial Security Advisor, Inc. 0.05% of their portfolio VIRGINIA BEACH, VA 13,50013.5k $285.7k $285.7k 0.05% Unchanged
49 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 13,30013.3k $281.4k $281.4k 0.00% Unchanged
50 EVERPAR ADVISORS LLC 0.08% of their portfolio TULSA, OK 13,29013.3k $281.2k $281.2k 0.08% Unchanged
51 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 11,96712.0k $253.2k $253.2k 0.01% Reduced -14.7k -14,715
52 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 11,40011.4k $241.2k $241.2k 0.00% Unchanged
53 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,37310.4k $219.5k $219.5k 0.00% Added +1.6k +1,631
54 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,9129.9k $210.0k $210.0k 0.00% Reduced -8.0k -8,017
55 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 9,7249.7k $205.8k $205.8k 0.00% Reduced -842 -842
56 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6,3786.4k $135.0k $135.0k 0.00% Added +4.3k +4,293
57 Vermillion Wealth Management, Inc. 0.02% of their portfolio ROSEMOUNT, MN 3,5243.5k $74.6k $74.6k 0.02% Reduced -14 -14
58 BARRETT & COMPANY, INC. 0.02% of their portfolio PROVIDENCE, RI 3,5003.5k $74.1k $74.1k 0.02% Reduced -4.0k -3,961
59 COMPASS FINANCIAL MANAGEMENT LLC 0.01% of their portfolio TAMPA, FL 3,2883.3k $67.4k $67.4k 0.01% First filing
60 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,1233.1k $66.1k $66.1k 0.00% First filing
61 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,9192.9k $61.8k $61.8k 0.00% Unchanged
62 Key Financial Inc 0.01% of their portfolio WEST CHESTER, PA 2,5902.6k $54.8k $54.8k 0.01% New
63 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,5921.6k $33.7k $33.7k 0.00% Added +24 +24
64 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,2671.3k $26.8k $26.8k 0.00% Unchanged
65 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,2001.2k $25.4k $25.4k 0.00% Unchanged
66 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 1,1801.2k $25.0k $25.0k 0.00% New
67 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 1,0781.1k $22.8k $22.8k 0.00% Added +139 +139
68 Dunhill Financial, LLC 0.00% of their portfolio LONDON, X0 1,0001.0k $21.2k $21.2k 0.00% Unchanged
69 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 975975 $20.6k $20.6k 0.01% Unchanged
70 TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio LEESBURG, VA 917917 $19.4k $19.4k 0.00% Added +18 +18
71 Triumph Capital Management 0.00% of their portfolio DENVER, CO 900900 $19.0k $19.0k 0.00% Unchanged
72 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 500500 $10.6k $10.6k 0.00% Unchanged
73 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 500500 $10.6k $10.6k 0.00% Unchanged
74 WPG Advisers, LLC 0.01% of their portfolio BALTIMORE, MD 475475 $10.1k $10.1k 0.01% Added +63 +63
75 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 400400 $8.5k $8.5k 0.00% Unchanged
76 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 352352 $7.5k $7.5k 0.00% New
77 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 290290 $6.1k $6.1k 0.00% Unchanged
78 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.00% of their portfolio BOSTON, MA 191191 $4.0k $4.0k 0.00% New
79 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 6161 $1.3k $1.3k 0.00% New
80 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 3434 $720 $720 0.00% Unchanged
81 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 3333 $698 $698 0.00% Reduced -33 -33