Steward Partners Investment Advisory’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Steward Partners Investment Advisory’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	-750	Closed	-$16.3K	–	4408
2025 Q3	$16.3K	Hold	750	–	–	﹤0.01%	3178
2025 Q2	$15.7K	Hold	750	–	–	﹤0.01%	3012
2025 Q1	$15.3K	Buy	+750	New	+$15.5K	﹤0.01%	2919
2024 Q1	–	Sell	-1,500	Closed	-$27.6K	–	3621
2023 Q4	$27.6K	Buy	+1,500	New	+$26.5K	﹤0.01%	2245
2022 Q2	–	Sell	-300	Closed	-$7K	–	3314
2022 Q1	$7K	Hold	300	–	–	﹤0.01%	2777
2021 Q4	$8K	Hold	300	–	–	﹤0.01%	2689
2021 Q3	$8K	Hold	300	–	–	﹤0.01%	2679
2021 Q2	$8K	Hold	300	–	–	﹤0.01%	6316
2021 Q1	$7.84K	Sell	300 -500	-63%	-$12.8K	﹤0.01%	2878
2020 Q4	$21K	Sell	800 -200	-20%	-$4.91K	﹤0.01%	2038
2020 Q3	$23K	Buy	1,000 +600	+150%	+$14.1K	﹤0.01%	1840
2020 Q2	$9K	Buy	+400	New	+$8.95K	﹤0.01%	2080

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

Steward Partners Investment Advisory's LDP Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2025, closing a stake of 750 shares — an estimated $16.3K sold.

Steward Partners Investment Advisory first reported a position in LDP in Q2 2020 and held it in 12 quarters. The position peaked at $27.6K in Q4 2023. 79 funds tracked by Wall St. Rank hold LDP as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 750 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2025, an estimated $16.3K.
Steward Partners Investment Advisory first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q2 2020 and held it in 12 quarters.
Steward Partners Investment Advisory's Cohen & Steers Duration Preferred & Income Fund position peaked at $27.6K in Q4 2023.
79 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.