$LDP

$18.94 +$0.05 (0.26%) Close

$LDP Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 29.1M shares outstanding

Who owns LDP?

By type of holder

Institutions 29.7% Insiders 0.0% Everyone else 70.3%

Concentration Top 10 holders own 20.0%

Morgan Stanley 7.2% · UBS Group AG 4.8%

Institutional ownership

29.7%

+1.2 pts vs last qtr

Institutional holders

-5 vs last qtr

Net shares bought

+345.3K

by institutions in Q2 2026

New / sold out

6 / 11

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Sanctuary Advisors, LLC +174.2K
Atria Investments, Inc +173.3K

Biggest sellers in Q2 2026

Raymond James Financial Inc −128.1K
NewEdge Wealth, LLC −78.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Cohen & Steers Ltd Duration Preferred & Income Fund Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Cohen & Steers Ltd Duration Preferred & Income Fund Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years64% 3–5 years8% 1–3 years18% Under 1 year9%

Quarterly turnover

7.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting LDP on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	2.1M	7.19%	+48.9K (+2.4%)	≤2021	0.0%
Shares held by quarter Peak holding2.1M (Q2'26) Change over 8 quarters+362.7K Share of the company7.190% Morgan Stanley's full portfolio →
UG UBS Group AG	1.4M	4.78%	+507 (+0.0%)	≤2021	0.0%
Shares held by quarter Peak holding1.5M (Q2'25) Change over 8 quarters+40.0K Share of the company4.780% UBS Group AG's full portfolio →

Morgan Stanley

2.1M

% of company

7.19%

Change vs last qtr

+48.9K (+2.4%)

Held since

≤2021

UBS Group AG

1.4M

% of company

4.78%

Change vs last qtr

+507 (+0.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Cohen & Steers Ltd Duration Preferred & Income Fund Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LDP on Form N-PORT; together they hold 1.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II	$7.19M	346.2K	1.19%	0.87%	May 31, 2026
RD Rareview Dynamic Fixed Income ETF Collaborative Investment Series Trust	$3.08M	145.6K	0.50%	3.69%	June 30, 2026

Invesco CEF Income Composite ETF

Invesco Exchange-Traded Fund Trust II

Position value

$7.19M

% of company

1.19%

% of the fund

0.87%

As of

May 31, 2026

Rareview Dynamic Fixed Income ETF

Collaborative Investment Series Trust

Position value

$3.08M

% of company

0.50%

% of the fund

3.69%

As of

June 30, 2026

3 more funds behind a free account

See every fund holding Cohen & Steers Ltd Duration Preferred & Income Fund Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
JD Junkans Dean Insider	1.3K	0.00%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.000% Junkans Dean's insider activity →
MG Maginnis Gerald J. Insider	1.3K	0.00%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.000% Maginnis Gerald J.'s insider activity →

Junkans Dean

Insider

1.3K

% of company

0.00%

Change vs last qtr

—

Held since

—

Maginnis Gerald J.

Insider

1.3K

% of company

0.00%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of Cohen & Steers Ltd Duration Preferred & Income Fund Inc.

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