MAI Wealth Advisors »

Cohen & Steers Ltd Dur Pfd I shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Cohen & Steers Ltd Dur Pfd I (LDP) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Cohen & Steers Ltd Dur Pfd I

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Ltd Dur Pfd I held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cohen & Steers Ltd Dur Pfd I by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 58k 21.67
2025-06-30 $1.2M 58k 20.98
2025-03-31 $1.2M 57k 20.36
2024-12-31 $1.2M 57k 20.20

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Cohen & Steers Ltd Dur Pfd I

Morgan Stanley
UBS Group
Invesco
Chicago Partners Investment
Raymond James Financial
Royal Bank of Canada
Envestnet Asset Management
Thomas J. Herzfeld Advisors
NewEdge Wealth
Glaxis Capital Management
Greatmark Investment Partners
Synovus Financial Corp.
Baird Financial
LPL Financial
Rareview Capital

View all funds holding Cohen & Steers Ltd Dur Pfd I