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LDP icon

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

NewEdge 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 		$25.3K Hold
1,267
– – ﹤0.01% 3131
2025
Q4 		$26.8K Hold
1,267
– – ﹤0.01% 3159
2025
Q3 		$27.5K Hold
1,267
– – ﹤0.01% 3017
2025
Q2 		$26.6K Hold
1,267
– – ﹤0.01% 2860
2025
Q1 		$25.8K Hold
1,267
– – ﹤0.01% 2766
2024
Q4 		$25.6K Buy
1,267
+1
+0.1% +$21 ﹤0.01% 2736
2024
Q3 		$27.5K Buy
1,266
+3
+0.2% +$61 ﹤0.01% 2624
2024
Q2 		$25.1K Buy
1,263
+2
+0.2% +$39 ﹤0.01% 2559
2024
Q1 		$25.3K Buy
1,261
+3
+0.2% +$58 ﹤0.01% 2542
2023
Q4 		$23.2K Buy
1,258
+3
+0.2% +$53 ﹤0.01% 2514
2023
Q3 		$21.4K Sell
1,255
-10,187
-89% -$182K ﹤0.01% 2368
2023
Q2 		$208K Buy
11,442
+10,219
+836% +$179K ﹤0.01% 1624
2023
Q1 		$21.8K Buy
1,223
+17
+1% +$335 ﹤0.01% 2306
2022
Q4 		$23 Buy
+1,206
New +$22.7K ﹤0.01% 3577
2017
Q3 		– Sell
-410
Closed -$10.9K – 781
2017
Q2 		$10.9K Buy
+410
New +$10.7K ﹤0.01% 931

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Bank of America
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

NewEdge Advisors's LDP Position: Q1 2026 in Review

NewEdge Advisors held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q1 2026 at 1,267 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

NewEdge Advisors first reported a position in LDP in Q2 2017 and has held it in 15 quarters since. The position peaked at $208K in Q2 2023. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

  • NewEdge Advisors held 1,267 shares of Cohen & Steers Duration Preferred & Income Fund worth $25.3K as of Q1 2026.
  • NewEdge Advisors left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q1 2026.
  • Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3131 holding.
  • NewEdge Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q2 2017 and has held it in 15 quarters since.
  • NewEdge Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $208K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.