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Cohen & Steers Ltd Dur Pfd I shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Cohen & Steers Ltd Dur Pfd I

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All positions including Cohen & Steers Ltd Dur Pfd I held by Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1k 100 21.17
2025-09-30 $2.2k 100 21.67

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Top funds holding Cohen & Steers Ltd Dur Pfd I

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

View all funds holding Cohen & Steers Ltd Dur Pfd I