LDP — COHEN & STEERS LTD DUR PFD I

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in COHEN & STEERS LTD DUR PFD I (LDP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 610 +85 +16.2% 0.00% $13K $20.88
2023 Q4 ADDED 525 +501 +2087.5% 0.00% $10K $15.51
2019 Q1 REDUCED 24 -82 -77.4% 0.00% $1K $13.65
2018 Q3 INITIATED 106 — — 0.00% $3K —
% of Fund (quarterly)    LDP price (monthly, adj. close)

Other funds also holding LDP

As of 2025 Q4 — sorted by position size

Glaxis Capital Management, LLC 3Y 7Y 8.4% Platt Wealth Management LLC 1.75% Rareview Capital LLC 1.5% Oder Investment Management, LLC 3Y 1.13% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.89% Shaker Financial Services, LLC 3Y 7Y 0.63% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.43% Chicago Partners Investment Group LLC 3Y 7Y 0.24% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.11% EVERPAR ADVISORS LLC 0.1%
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