Litman Gregory Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Litman Gregory 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 Q4	$63.5K	Buy	+3,000	New	+$64.2K	﹤0.01%	217

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

Litman Gregory Wealth Management's LDP Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2025: 3,000 shares worth $63.5K. The stake represents ﹤0.01% of the portfolio and ranks #217 among its holdings.

79 funds tracked by Wall St. Rank hold LDP as of Q4 2025.

Litman Gregory Wealth Management held 3,000 shares of Cohen & Steers Duration Preferred & Income Fund worth $63.5K as of Q4 2025.
Cohen & Steers Duration Preferred & Income Fund was a new Litman Gregory Wealth Management position in Q4 2025.
Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #217 holding.
79 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.