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 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 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

Beacon Pointe Advisors's LDP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 8% in Q1 2026, buying an estimated $86.7K and bringing the position to 55,852 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #955.

Beacon Pointe Advisors first reported a position in LDP in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q2 2025. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

Beacon Pointe Advisors held 55,852 shares of Cohen & Steers Duration Preferred & Income Fund worth $1.12M as of Q1 2026.
Beacon Pointe Advisors bought 4,126 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2026, an estimated $86.7K.
Cohen & Steers Duration Preferred & Income Fund made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #955 holding.
Beacon Pointe Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2023 and has held it in 11 quarters since.
Beacon Pointe Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $1.18M in Q2 2025.
83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.