WJ Financial Advisors »

Cohen & Steers Ltd Dur Pfd I shares owned by WJ Financial Advisors

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

Historical chart of WJ Financial 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 WJ Financial 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 WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 53k 21.67

More positions owned by WJ Financial Advisors

Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Mongodb Cl A (MDB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Vanguard World Inf Tech Etf (VGT)

View all positions for WJ Financial 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