Stock ownership · SEC 13F · Q3 2024

COHEN & STEERS LTD DURATION

A breakdown of COHEN & STEERS LTD DURATION's institutional base (CUSIP 19248C105): the holders, the concentration among them, and what changed last quarter.

$5.1M
Reported value
3
Institutions
100%
Top-5 share

The verdict

$5.1M of COHEN & STEERS LTD DURATION is reported by 3 institutions as of Q3 2024; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$5.1M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 19248C105 · Q3 2024 $5M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $5.1M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - COHEN & STEERS LTD DURATION's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of COHEN & STEERS LTD DURATION
  1. 1
    SYNOVUS FINANCIAL CORP $3.6M
  2. 2
    Sanctuary Advisors, LLC $1.2M
  3. 3
    Wilmington Savings Fund Society, FSB $326K

Top 3 reported holders by value · Q3 2024

Top Institutional Holders

# Institution Shares Value Share of reported
1 SYNOVUS FINANCIAL CORP (SNV, SNV-PD, SNV-PE) 164,008 $3.6M 69.6%
2 Sanctuary Advisors, LLC 58,850 $1.2M 24.1%
3 Wilmington Savings Fund Society, FSB 15,000 $326K 6.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among COHEN & STEERS LTD DURATION's reported holders for Q3 2024, by reported value:

Shared-defined discretion (DFND)
75.9%
Sole discretion (SOLE)
24.1%

Latest Quarter Activity · Q3 2024

New positions (3)

SYNOVUS FINANCIAL CORP (SNV, SNV-PD, SNV-PE) $3.6M
Sanctuary Advisors, LLC $1.2M
Wilmington Savings Fund Society, FSB $326K

Frequently Asked Questions

How many institutions hold COHEN & STEERS LTD DURATION?▼
COHEN & STEERS LTD DURATION is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2024.
What is the total institutional value of COHEN & STEERS LTD DURATION?▼
Institutions report $5.1M of COHEN & STEERS LTD DURATION as of Q3 2024.
How concentrated is ownership of COHEN & STEERS LTD DURATION?▼
The top five institutional holders account for 100% of the reported institutional value in COHEN & STEERS LTD DURATION, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of COHEN & STEERS LTD DURATION?▼
SYNOVUS FINANCIAL CORP (SNV, SNV-PD, SNV-PE) is the largest reported holder of COHEN & STEERS LTD DURATION with $3.6M across 164,008 shares as of Q3 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.