Laird Norton Wetherby Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	$217K	Hold	10,000	–	–	0.01%	865
2025 Q2	$210K	Buy	+10,000	New	+$201K	0.01%	857
2024 Q4	$202K	Hold	10,000	–	–	0.01%	834
2024 Q3	$218K	Hold	10,000	–	–	0.01%	842
2024 Q2	$199K	Hold	10,000	–	–	0.01%	855
2024 Q1	$201K	Hold	10,000	–	–	0.01%	887
2023 Q4	$184K	Hold	10,000	–	–	0.01%	862
2023 Q3	$171K	Hold	10,000	–	–	0.01%	829
2023 Q2	$182K	Hold	10,000	–	–	0.01%	872
2023 Q1	$178K	Hold	10,000	–	–	0.01%	844
2022 Q4	$190K	Hold	10,000	–	–	0.01%	804
2022 Q3	$181K	Hold	10,000	–	–	0.01%	811
2022 Q2	$198K	Hold	10,000	–	–	0.01%	820
2022 Q1	$229K	Hold	10,000	–	–	0.01%	812
2021 Q4	$265K	Hold	10,000	–	–	0.01%	767
2021 Q3	$273K	Hold	10,000	–	–	0.02%	753
2021 Q2	$274K	Buy	+10,000	New	+$267K	0.02%	749
2021 Q1	–	Sell	-10,000	Closed	-$266K	–	848
2020 Q4	$266K	Buy	+10,000	New	+$246K	0.02%	709

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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

Laird Norton Wetherby Wealth Management's LDP Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q3 2025 at 10,000 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #865.

Laird Norton Wetherby Wealth Management first reported a position in LDP in Q4 2020 and has held it in 18 quarters since. The position peaked at $274K in Q2 2021. 75 funds tracked by Wall St. Rank hold LDP as of Q3 2025.

Laird Norton Wetherby Wealth Management held 10,000 shares of Cohen & Steers Duration Preferred & Income Fund worth $217K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q3 2025.
Cohen & Steers Duration Preferred & Income Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #865 holding.
Laird Norton Wetherby Wealth Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2020 and has held it in 18 quarters since.
Laird Norton Wetherby Wealth Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $274K in Q2 2021.
75 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.