92 institutions reported holding $166.3M of COHEN & STEERS LTD DURATION (LDP) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($40.8M), UBS Group AG ($27.7M), Chicago Partners Investment Group LLC ($9.2M), Invesco Ltd. ($8.9M), RAYMOND JAMES FINANCIAL INC ($7.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $40.8M | 2.0M | Added |
| 2 | UBS Group AG | $27.7M | 1.4M | Added |
| 3 | Chicago Partners Investment Group LLC | $9.2M | 438,083 | Trimmed |
| 4 | Invesco Ltd. | $8.9M | 447,633 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $7.3M | 365,133 | Trimmed |
| 6 | Glaxis Capital Management, LLC | $5.2M | 261,800 | Added |
| 7 | Royal Bank of Canada | $4.4M | 222,370 | Trimmed |
| 8 | NewEdge Wealth, LLC | $3.9M | 195,343 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $3.5M | 177,275 | Trimmed |
| 10 | GREATMARK INVESTMENT PARTNERS, INC. | $3.4M | 170,775 | Trimmed |
| 11 | Pinnacle Financial Partners, Inc. | $3.3M | 167,427 | Added |
| 12 | LPL Financial LLC | $3.0M | 151,968 | Added |
| 13 | Baird Financial Group, Inc. | $2.9M | 145,463 | Added |
| 14 | Rareview Capital LLC | $2.8M | 132,703 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 136,557 | Trimmed |
| 16 | Sanctuary Advisors, LLC | $2.4M | 121,285 | Added |
| 17 | Thomas J. Herzfeld Advisors, Inc. | $2.1M | 103,791 | Trimmed |
| 18 | Shaker Financial Services, LLC | $1.9M | 92,937 | Trimmed |
| 19 | Advisors Asset Management, Inc. | $1.7M | 83,006 | New |
| 20 | Platt Wealth Management LLC | $1.5M | 74,866 | Trimmed |
| 21 | Oder Investment Management, LLC | $1.5M | 74,570 | Added |
| 22 | Atria Investments, Inc | $1.5M | 72,767 | Added |
| 23 | GUGGENHEIM CAPITAL LLC | $1.3M | 66,580 | Added |
| 24 | OPPENHEIMER & CO INC | $1.3M | 62,731 | Added |
| 25 | WELLS FARGO & COMPANY/MN | $1.2M | 59,866 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31