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Cohen & Steers Ltd Dur Pfd I shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $104k 5.2k 19.90
2024-03-31 $104k 5.2k 20.08
2023-09-30 $89k 5.2k 17.07
2023-06-30 $95k 5.2k 18.20
2023-03-31 $93k 5.2k 17.84

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Top funds holding Cohen & Steers Ltd Dur Pfd I

Morgan Stanley
UBS Group
Chicago Partners Investment
Invesco
Sanctuary Advisors
Atria Investments
Bank of America Corporation
Royal Bank of Canada
Thomas J. Herzfeld Advisors
Greatmark Investment Partners
Synovus Financial Corp.
Envestnet Asset Management
Baird Financial
LPL Financial
Glaxis Capital Management

View all funds holding Cohen & Steers Ltd Dur Pfd I