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WPG Advisers’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

WPG Advisers’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
Q2 		$10.1K Buy
475
+63
+15% +$1.31K 0.01% 760
2026
Q1 		$8.23K Buy
412
+154
+60% +$3.23K 0.01% 743
2025
Q4 		$5.46K Sell
258
-6
-2% -$128 ﹤0.01% 879
2025
Q3 		$5.72K Buy
264
+5
+2% +$107 ﹤0.01% 865
2025
Q2 		$5.43K Buy
259
+150
+138% +$3.01K ﹤0.01% 853
2025
Q1 		$2.22K Buy
109
+5
+5% +$103 ﹤0.01% 1094
2024
Q4 		$2.1K Buy
+104
New +$2.19K ﹤0.01% 1068

Other funds holding LDP

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
PWM
Platt Wealth Management San Diego, California $124M AUM
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

WPG Advisers's LDP Position: Q2 2026 in Review

WPG Advisers increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 15% in Q2 2026, buying an estimated $1.31K and bringing the position to 475 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #760.

WPG Advisers first reported a position in LDP in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

  • WPG Advisers held 475 shares of Cohen & Steers Duration Preferred & Income Fund worth $10.1K as of Q2 2026.
  • WPG Advisers bought 63 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $1.31K.
  • Cohen & Steers Duration Preferred & Income Fund made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #760 holding.
  • WPG Advisers first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.