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Cohen & Steers Limited Durat (LDP)

CUSIP: 19248C105 | US | Financial Services · Asset Management | Small Cap | 333 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Chicago Partners Investment Group LLC491,612
0.2% of portfolio›$9.2M
Glaxis Capital Management, LLC273,350
12.6% of portfolio›$5.3M
Atria Investments, Inc262,703
0.0% of portfolio›$5.1M
Greatmark Investment Partners, Inc.169,025
0.4% of portfolio›$3.3M
Rareview Capital LLC159,281
1.5% of portfolio›$3.1M
Platt Wealth Management LLC68,206
1.6% of portfolio›$1.3M
Lido Advisors, LLC56,985
0.0% of portfolio›$1.1M
Oppenheimer & Co Inc51,785
0.0% of portfolio›$1.0M
Wealthcare Advisory Partners LLC50,157
0.0% of portfolio›$970.0K
Capital Investment Advisors, LLC47,623
0.0% of portfolio›$921.0K
Breachway Investments LLC47,562
1.4% of portfolio›$919.8K
Independent Wealth Network Inc.39,333
0.2% of portfolio›$760.7K
Fifth Third Bancorp31,446
0.0% of portfolio›$608.2K
Kestra Private Wealth Services, LLC30,784
0.0% of portfolio›$595.4K
LexAurum Advisors, LLC30,374
0.1% of portfolio›$587.4K
PMG Family Office LLC29,579
0.5% of portfolio›$572.1K
Shaker Financial Services, LLC25,568
0.2% of portfolio›$494.5K
Choreo, LLC19,686
0.0% of portfolio›$380.7K
Smith Asset Management Co., LLC17,265
0.3% of portfolio›$333.9K
Kestra Advisory Services, LLC14,794
0.0% of portfolio›$286.1K
Prospera Financial Services Inc13,300
0.0% of portfolio›$254.7K
Creative Planning11,670
0.0% of portfolio›$225.7K
PW Nova Financial Services LLC10,085
0.0% of portfolio›$195.0K
US Bancorp \de\5,650
0.0% of portfolio›$109.3K
Barrett & Company, Inc.3,500
0.0% of portfolio›$67.7K
Compass Financial Management LLC3,331
0.0% of portfolio›$64.4K
Spire Wealth Management2,919
0.0% of portfolio›$56.5K
Key FInancial Inc2,590
0.0% of portfolio›$50.1K
Pinnacle Wealth Planning Services, Inc.1,051
0.0% of portfolio›$20.3K
Toth Financial Advisory Corp1,025
0.0% of portfolio›$19.8K
Triumph Capital Management900
0.0% of portfolio›$17.4K
WPG Advisers, LLC526
0.0% of portfolio›$10.2K
IFP Advisors, Inc500
0.0% of portfolio›$9.7K
Private Trust Co NA400
0.0% of portfolio›$7.7K
Highline Wealth Partners LLC290
0.0% of portfolio›$5.6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP191
0.0% of portfolio›$3.7K
StyleTurnoverLocationFiled
Chicago Partners Investment Group LLC
491,612$9.2M0.2%GARPLowChicago, IL2026-10-27
Glaxis Capital Management, LLC
273,350$5.3M12.6%GARPVery HighSarasota, FL2026-11-02
Atria Investments, Inc
262,703$5.1M0.0%CoreMediumCharlotte, NC2026-10-15
Greatmark Investment Partners, Inc.
169,025$3.3M0.4%ValueVery LowColumbus, GA2026-10-28
Rareview Capital LLC
159,281$3.1M1.5%YieldMediumLas Vegas, NV2026-11-05
Platt Wealth Management LLC
68,206$1.3M1.6%GrowthVery LowSan Diego, CA2026-11-04
Lido Advisors, LLC
56,985$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Oppenheimer & Co Inc
51,785$1.0M0.0%CoreLowNew York, NY2026-10-26
Wealthcare Advisory Partners LLC
50,157$970.0K0.0%ETFLowWest Chester, PA2026-10-21
Capital Investment Advisors, LLC
47,623$921.0K0.0%CoreLowAtlanta, GA2026-10-22
Breachway Investments LLC
47,562$919.8K1.4%ETFLowCharlestown, RI2026-10-19
Independent Wealth Network Inc.
39,333$760.7K0.2%ETFMediumUrbandale, IA2026-10-19
Fifth Third Bancorp
31,446$608.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Kestra Private Wealth Services, LLC
30,784$595.4K0.0%GrowthLowAustin, TX2026-10-30
LexAurum Advisors, LLC
30,374$587.4K0.1%ETFLowOverland Park, KS2026-10-19
PMG Family Office LLC
29,579$572.1K0.5%YieldVery LowPlano, TX2026-10-19
Shaker Financial Services, LLC
25,568$494.5K0.2%YieldHighArlington, VA2026-10-14
Choreo, LLC
19,686$380.7K0.0%IndexLowRockford, IL2026-10-28
Smith Asset Management Co., LLC
17,265$333.9K0.3%YieldLowChiefland, FL2026-10-16
Kestra Advisory Services, LLC
14,794$286.1K0.0%CoreLowAustin, TX2026-11-02
Prospera Financial Services Inc
13,300$254.7K0.0%CoreMediumDallas, TX2026-11-04
Creative Planning
11,670$225.7K0.0%IndexVery LowOverland Park, KS2026-11-02
PW Nova Financial Services LLC
10,085$195.0K0.0%ETFLowNewtown, PA2026-10-15
US Bancorp \de\
5,650$109.3K0.0%IndexLowMinneapolis, MN2026-11-05
Barrett & Company, Inc.
3,500$67.7K0.0%ETFLowProvidence, RI2026-10-22
Compass Financial Management LLC
3,331$64.4K0.0%CoreN/ATampa, FL2026-10-30
Spire Wealth Management
2,919$56.5K0.0%GrowthMediumMclean, VA2026-10-30
Key FInancial Inc
2,590$50.1K0.0%ETFLowWest Chester, PA2026-11-02
Pinnacle Wealth Planning Services, Inc.
1,051$20.3K0.0%GARPLowMansfield, OH2026-10-27
Toth Financial Advisory Corp
1,025$19.8K0.0%CoreLowLeesburg, VA2026-10-08
Triumph Capital Management
900$17.4K0.0%ETFMediumDenver, CO2026-10-14
WPG Advisers, LLC
526$10.2K0.0%CoreLowBaltimore, MD2026-10-27
IFP Advisors, Inc
500$9.7K0.0%GrowthLowTampa, FL2026-10-16
Private Trust Co NA
400$7.7K0.0%CoreLowCleveland, OH2026-10-20
Highline Wealth Partners LLC
290$5.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
191$3.7K0.0%GrowthVery LowBoston, MA2026-10-23