Sunbelt Securities’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Sunbelt Securities’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	$9.47K	Hold	474	–	–	﹤0.01%	1518
2025 Q4	$10K	Sell	474 -375	-44%	-$8.03K	﹤0.01%	1434
2025 Q3	$18.4K	Hold	849	–	–	﹤0.01%	1288
2025 Q2	$17.1K	Hold	849	–	–	﹤0.01%	1198
2025 Q1	$17.3K	Hold	849	–	–	﹤0.01%	1155
2024 Q4	$17.1K	Buy	849 +474	+126%	+$10K	﹤0.01%	1198
2024 Q3	$8.16K	Hold	375	–	–	﹤0.01%	1340
2024 Q2	$7.46K	Hold	375	–	–	﹤0.01%	1323
2024 Q1	$7.53K	Hold	375	–	–	﹤0.01%	1288
2023 Q4	$6.91K	Hold	375	–	–	﹤0.01%	1242
2023 Q3	$6.4K	Hold	375	–	–	﹤0.01%	1255
2023 Q2	$6.83K	Hold	375	–	–	﹤0.01%	1266
2023 Q1	$6.53K	Buy	+375	New	+$7.39K	﹤0.01%	1233

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

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 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

Sunbelt Securities's LDP Position: Q1 2026 in Review

Sunbelt Securities held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q1 2026 at 474 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Sunbelt Securities first reported a position in LDP in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.4K in Q3 2025. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

Sunbelt Securities held 474 shares of Cohen & Steers Duration Preferred & Income Fund worth $9.47K as of Q1 2026.
Sunbelt Securities 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 Sunbelt Securities's portfolio in Q1 2026, its #1518 holding.
Sunbelt Securities first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Cohen & Steers Duration Preferred & Income Fund position peaked at $18.4K in Q3 2025.
83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.