Atria Investments’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Atria Investments’s Portfolio LDP Stock Details LDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.21M	Buy	246,045 +173,278	+238%	+$3.59M	0.05%	381
2026 Q1	$1.45M	Buy	72,767 +20,927	+40%	+$440K	0.02%	860
2025 Q4	$1.1M	Buy	51,840 +3,994	+8%	+$85.5K	0.01%	1010
2025 Q3	$1.04M	Sell	47,846 -141,382	-75%	-$3.03M	0.01%	1040
2025 Q2	$3.97M	Buy	189,228 +149,448	+376%	+$3M	0.05%	457
2025 Q1	$810K	Buy	39,780 +5,679	+17%	+$117K	0.01%	1098
2024 Q4	$689K	Buy	34,101 +4,644	+16%	+$98K	0.01%	1160
2024 Q3	$641K	Sell	29,457 -278,207	-90%	-$5.63M	0.01%	1209
2024 Q2	$6.12M	Sell	307,664 -6,376	-2%	-$125K	0.08%	285
2024 Q1	$6.31M	Buy	+314,040	New	+$6.1M	0.09%	280

Other funds holding LDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

GCM

Glaxis Capital Management Sarasota, Florida $49.8M AUM 23.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's LDP Position: Q2 2026 in Review

Atria Investments increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 238% in Q2 2026, buying an estimated $3.59M and bringing the position to 246,045 shares worth $5.21M. The position accounts for 0.05% of the portfolio, ranked #381.

Atria Investments first reported a position in LDP in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.31M in Q1 2024. 80 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

Atria Investments held 246,045 shares of Cohen & Steers Duration Preferred & Income Fund worth $5.21M as of Q2 2026.
Atria Investments bought 173,278 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $3.59M.
Cohen & Steers Duration Preferred & Income Fund made up 0.05% of Atria Investments's portfolio in Q2 2026, its #381 holding.
Atria Investments first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2024 and has held it in 10 quarters since.
Atria Investments's Cohen & Steers Duration Preferred & Income Fund position peaked at $6.31M in Q1 2024.
80 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.