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Cohen & Steers Ltd Dur Pfd I shares owned by Compass Financial Management

Quarter-by-quarter ownership of Cohen & Steers Ltd Dur Pfd I (LDP) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Cohen & Steers Ltd Dur Pfd I

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All positions including Cohen & Steers Ltd Dur Pfd I held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Ltd Dur Pfd I by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $67k 3.3k 20.49

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Top funds holding Cohen & Steers Ltd Dur Pfd I

Morgan Stanley
UBS Group
Chicago Partners Investment
Invesco
Sanctuary Advisors
Glaxis Capital Management
Atria Investments
Raymond James Financial
Royal Bank of Canada
Advisors Asset Management
Bank of America Corporation
Greatmark Investment Partners
Pinnacle Financial Partners
LPL Financial
Wells Fargo & Company

View all funds holding Cohen & Steers Ltd Dur Pfd I