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Not Investment Advice

LDP

Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
1W: -2.5% 1M: -2.3% 3M: -5.1% YTD: -3.7% 1Y: +4.4% 3Y: +51.8% 5Y: +12.4%
$20.35
+0.21 (+1.04%)
 
Weekly Expected Move ±1.5%
$20 $20 $20 $21 $21
ETF NYSE · AUM $591.8M
Key Statistics
AUM$592M
Holdings15
Top 10 Wt4.4%
Volume135,758
Avg Volume70,340
Beta0.74
Portfolio Fundamentals
P/E6.0
P/B0.5
Div Yield3.32%
ROE7.4%
% Profitable2%
Inception2012-07-30
Sector Allocation
Other 141.3%
Financial Services 4.8%
Utilities 0.5%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 GOLDMAN SACHS GROUP INC 2.27% $14.9M 14,019,000
2 CITIGROUP INC 1.86% $12.2M 11,814,000
3 BANK OF AMERICA CORP 1.69% $11.1M 10,640,000
4 FIRST HORIZON BANK 1.69% $11.1M 14,750
5 CITIGROUP INC 1.58% $10.3M 9,944,000
6 TRUIST FINANCIAL CORP 1.58% $10.3M 10,272,000
7 CITIGROUP INC 1.56% $10.2M 9,738,000
8 BNP PARIBAS 1.50% $9.9M 9,300,000
9 HARTFORD INSUR GRP INC 1.43% $9.4M 9,885,000
10 ENBRIDGE INC 1.39% $9.1M 7,940,000

Recent Holding Changes

Date Holding Change Details
2026-02-28 OAK-PA New
2026-02-28 AQNB New
2026-02-28 ATH-PA New
2026-02-28 FGN New
2026-02-28 SCE-PM New

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms