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Beacon Pointe Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Beacon Pointe Advisors’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 		$1.18M Buy
55,863
+11
+0% +$228 0.01% 969
2026
Q1 		$1.12M Buy
55,852
+4,126
+8% +$86.7K 0.01% 955
2025
Q4 		$1.1M Buy
51,726
+11
+0% +$236 0.01% 809
2025
Q3 		$1.12M Sell
51,715
-4,680
-8% -$100K 0.01% 723
2025
Q2 		$1.18M Buy
56,395
+161
+0.3% +$3.23K 0.01% 619
2025
Q1 		$1.14M Buy
56,234
+1,011
+2% +$20.8K 0.01% 603
2024
Q4 		$1.12M Buy
55,223
+7,435
+16% +$157K 0.01% 604
2024
Q3 		$1.04M Buy
47,788
+10
+0% +$202 0.01% 625
2024
Q2 		$951K Sell
47,778
-10,075
-17% -$198K 0.01% 654
2024
Q1 		$1.16M Sell
57,853
-2,139
-4% -$41.5K 0.01% 646
2023
Q4 		$1.11M Sell
59,992
-4,142
-6% -$73.3K 0.01% 632
2023
Q3 		$1.09M Buy
+64,134
New +$1.14M 0.01% 603

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
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
SA
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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

Beacon Pointe Advisors's LDP Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 0.02% in Q2 2026, buying an estimated $228 and bringing the position to 55,863 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #969.

Beacon Pointe Advisors first reported a position in LDP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q2 2025. 80 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

  • Beacon Pointe Advisors held 55,863 shares of Cohen & Steers Duration Preferred & Income Fund worth $1.18M as of Q2 2026.
  • Beacon Pointe Advisors bought 11 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $228.
  • Cohen & Steers Duration Preferred & Income Fund made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #969 holding.
  • Beacon Pointe Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2023 and has held it in 12 quarters since.
  • Beacon Pointe Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $1.18M in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.