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Cohen & Steers Ltd Dur Pfd I shares owned by Wela Strategies

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

Historical chart of Wela Strategies 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 Wela Strategies 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 Wela Strategies

Quarter filed Position value Share count Share price at filing
2025-06-30 $477k 23k 20.98
2025-03-31 $463k 23k 20.36

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Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfli Intrmdit (SPTI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Indl (XLI)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Wela Strategies

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