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

HighTower 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
2025 Q4	–	Sell	-9,446	Closed	-$205K	–	3832
2025 Q3	$205K	Buy	+9,446	New	+$202K	﹤0.01%	3355
2023 Q4	–	Sell	-14,863	Closed	-$254K	–	3759
2023 Q3	$254K	Hold	14,863	–	–	﹤0.01%	2731
2023 Q2	$271K	Sell	14,863 -20,026	-57%	-$351K	﹤0.01%	2635
2023 Q1	$622K	Hold	34,889	–	–	﹤0.01%	1965
2022 Q4	$663K	Buy	34,889 +20,000	+134%	+$376K	﹤0.01%	1929
2022 Q3	$269K	Hold	14,889	–	–	﹤0.01%	2417
2022 Q2	$295K	Sell	14,889 -975	-6%	-$20.4K	﹤0.01%	2378
2022 Q1	$363K	Sell	15,864 -1,874	-11%	-$44.2K	﹤0.01%	2382
2021 Q4	$469K	Sell	17,738 -8,131	-31%	-$219K	﹤0.01%	2200
2021 Q3	$706K	Buy	25,869 +126	+0.5%	+$3.42K	﹤0.01%	1857
2021 Q2	$704K	Hold	25,743	–	–	﹤0.01%	1854
2021 Q1	$672K	Hold	25,743	–	–	﹤0.01%	1788
2020 Q4	$685K	Sell	25,743 -420	-2%	-$10.3K	﹤0.01%	1461
2020 Q3	$612K	Sell	26,163 -3,580	-12%	-$84.3K	﹤0.01%	1483
2020 Q2	$669K	Sell	29,743 -634	-2%	-$14.2K	﹤0.01%	1309
2020 Q1	$624K	Buy	30,377 +10,243	+51%	+$253K	﹤0.01%	1231
2019 Q4	$527K	Sell	20,134 -3,285	-14%	-$85.4K	﹤0.01%	1429
2019 Q3	$600K	Hold	23,419	–	–	﹤0.01%	1423
2019 Q2	$583K	Sell	23,419 -6,500	-22%	-$158K	﹤0.01%	1442
2019 Q1	$709K	Buy	29,919 +10,700	+56%	+$250K	﹤0.01%	1286
2018 Q4	$420K	Sell	19,219 -3,649	-16%	-$81.4K	﹤0.01%	1446
2018 Q3	$545K	Sell	22,868 -781	-3%	-$19.4K	﹤0.01%	1417
2018 Q2	$605K	Sell	23,649 -59	-0.2%	-$1.5K	﹤0.01%	1358
2018 Q1	$605K	Buy	23,708 +66	+0.3%	+$1.69K	0.01%	1323
2017 Q4	$616K	Buy	23,642 +51	+0.2%	+$1.35K	0.01%	1348
2017 Q3	$633K	Sell	23,591 -342	-1%	-$9.11K	0.01%	1324
2017 Q2	$639K	Buy	23,933 +12,802	+115%	+$334K	0.01%	1261
2017 Q1	$282K	Buy	11,131 +51	+0.5%	+$1.29K	﹤0.01%	1589
2016 Q4	$273K	Sell	11,080 -948	-8%	-$22.8K	﹤0.01%	1527
2016 Q3	$302K	Buy	12,028 +49	+0.4%	+$1.23K	﹤0.01%	1453
2016 Q2	$290K	Buy	11,979 +51	+0.4%	+$1.2K	﹤0.01%	1339
2016 Q1	$274K	Buy	11,928 +52	+0.4%	+$1.17K	﹤0.01%	1654
2015 Q4	$268K	Buy	11,876 +51	+0.4%	+$1.15K	﹤0.01%	1617
2015 Q3	$261K	Buy	+11,825	New	+$274K	﹤0.01%	1523
2015 Q1	–	Sell	-8,859	Closed	-$201K	–	1664
2014 Q4	$201K	Buy	+8,859	New	+$213K	﹤0.01%	1397
2013 Q4	–	Sell	-11,360	Closed	-$255K	–	1586
2013 Q3	$255K	Hold	11,360	–	–	0.01%	1075
2013 Q2	$284K	Buy	+11,360	New	+$295K	0.01%	1019

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

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

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

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

GCM

Glaxis Capital Management Sarasota, Florida $79.9M AUM 28.25% 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

HighTower Advisors's LDP Position: Q4 2025 in Review

HighTower Advisors sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2025, closing a stake of 9,446 shares — an estimated $205K sold.

HighTower Advisors first reported a position in LDP in Q2 2013 and held it in 37 quarters. The position peaked at $709K in Q1 2019. 79 funds tracked by Wall St. Rank hold LDP as of Q4 2025.

HighTower Advisors reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
HighTower Advisors sold 9,446 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2025, an estimated $205K.
HighTower Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q2 2013 and held it in 37 quarters.
HighTower Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $709K in Q1 2019.
79 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2025.

Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.