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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GCM

Glaxis Capital Management Sarasota, Florida $79.9M AUM 28.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Atria Investments's LDP Position: Q1 2026 in Review

Atria Investments increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 40% in Q1 2026, buying an estimated $440K and bringing the position to 72,767 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #860.

Atria Investments first reported a position in LDP in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.31M in Q1 2024. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

Atria Investments held 72,767 shares of Cohen & Steers Duration Preferred & Income Fund worth $1.45M as of Q1 2026.
Atria Investments bought 20,927 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2026, an estimated $440K.
Cohen & Steers Duration Preferred & Income Fund made up 0.02% of Atria Investments's portfolio in Q1 2026, its #860 holding.
Atria Investments first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2024 and has held it in 9 quarters since.
Atria Investments's Cohen & Steers Duration Preferred & Income Fund position peaked at $6.31M in Q1 2024.
83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.