Heritage Commerce vs Cohen & Steers Limited Duration Preferred and Income Fund

This page compares Heritage Commerce and Cohen & Steers Limited Duration Preferred and Income Fund, examining business models, financial performance, and market context. The information is presented in a neutral, accessible manner to support understanding. Educational content, not financial advice.

This page compares Heritage Commerce and Cohen & Steers Limited Duration Preferred and Income Fund, examining business models, financial performance, and market context. The information is presented i...

About The Companies

Heritage Commerce (HTBK)

Heritage Commerce Corp (HTBK) is a US regional bank holding company with a market capitalisation around $610.2m that operates through community-focused banking services for consumers and small to mid-sized businesses. Investors should know it generates revenue mainly from net interest margin on loans and fees from deposit and treasury services, making its profitability sensitive to lending volumes, loan credit quality and interest-rate movements. As a banking stock, HTBK is subject to regulatory oversight, economic cycles and local market conditions; growth can come from loan book expansion, higher rates or improved deposit pricing but may be offset by credit losses or funding pressure. This summary is for educational purposes only and is not personalised advice. Potential investors should review the company’s regulatory filings, recent financials and speak to a financial adviser to assess suitability for their own risk profile and investment goals.

Cohen & Steers Limited Duration Preferred and Income Fund (LDP)

Cohen & Steers Limited Durat (ticker: LDP) is a listed investment company managed by Cohen & Steers that focuses on investing in real‑estate securities and related assets. With a market capitalisation of about $623.17M, it aims to deliver a combination of income and long‑term capital growth through active selection of listed property companies, real estate investment trusts (REITs) and related securities. The company’s performance is linked to property market cycles, listed‑market valuations and interest‑rate movements, and it may use gearing and active portfolio management to enhance returns. Investors should note fees, dividend policy and potential share price volatility; distributions are not guaranteed and capital values can fall as well as rise. This summary is for educational purposes only and is not personal financial advice — investors should consider their objectives, risk tolerance and seek independent advice before investing.

Comparison Snapshot

Key Financial Metrics

HTBK

Metric

LDP

$735.40M

Market Cap

$622.59M

-1.72%

Potential Profit

N/A

Buy

Analyst Rating

N/A

Which Baskets Do They Appear In?

Hang Seng Deal Explained | Regional Banking Dynamics

HSBC has proposed a multi-billion dollar deal to take Hang Seng Bank private, signaling a major investment in the Hong Kong financial market. This strategic move could trigger a wave of consolidation, creating opportunities among other regional banks and financial institutions poised for growth or acquisition.

Published: October 10, 2025

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Which Baskets Do They Appear In?

Hang Seng Deal Explained | Regional Banking Dynamics

HSBC has proposed a multi-billion dollar deal to take Hang Seng Bank private, signaling a major investment in the Hong Kong financial market. This strategic move could trigger a wave of consolidation, creating opportunities among other regional banks and financial institutions poised for growth or acquisition.

Published: October 10, 2025

Explore Basket

Investment Analysis