Belpointe Asset Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-44,529
Closed -$889K 1181
2026
Q1
$889K Buy
+44,529
New +$935K 0.03% 500

Other funds holding LDP

Belpointe Asset Management's LDP Position: Q2 2026 in Review

Belpointe Asset Management sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2026, closing a stake of 44,529 shares — an estimated $889K sold.

Belpointe Asset Management first reported a position in LDP in Q1 2026 and held it in 1 quarter. The position peaked at $889K in Q1 2026. 80 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

  • Belpointe Asset Management reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 44,529 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $889K.
  • Belpointe Asset Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2026 and held it in 1 quarter.
  • Belpointe Asset Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $889K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.