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Cohen & Steers Duration Preferred & Income Fund
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Overview Fund Activity

73 hedge funds and large institutions have $173M invested in Cohen & Steers Duration Preferred & Income Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
31
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$3.97M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.47M
4
RC
4
Rareview Capital
Nevada
$1.86M
5
NW
5
NewEdge Wealth
Pennsylvania
$4.61M

Top Sellers

1
BWP
1
Baldwin Wealth Partners
Massachusetts
$1.15M
2
GC
2
Guggenheim Capital
Illinois
$782K
3
RAM
3
Readystate Asset Management
Illinois
$0
4
WAM
4
Wolverine Asset Management
Illinois
$14.4K
5
CL
5
Choreo LLC
Illinois
$610K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.3M 1,968,151 +123,813 +7%
UBS Group
2
UBS Group
Switzerland
$30.5M 1,454,728 +19,965 +1%
Invesco
3
Invesco
Georgia
$9.29M 442,605 +3,997 +0.9%
CPIG
4
Chicago Partners Investment Group
Illinois
$9.01M 432,383 +8,228 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$8.57M 408,447 -6,078 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.53M 358,996 -13,026 -4%
NW
7
NewEdge Wealth
Pennsylvania
$4.61M 214,832 +20,250 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.47M 212,897 +34,271 +19%
Bank of America
9
Bank of America
North Carolina
$4.41M 210,400 -9,947 -5%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$4.22M 200,918 +14,875 +8%
AI
11
Atria Investments
North Carolina
$3.97M 189,228 +149,448 +376%
GIP
12
Greatmark Investment Partners
Georgia
$3.6M 171,700 -975 -0.6%
SF
13
Synovus Financial
Georgia
$3.57M 170,243 +3,565 +2%
GCM
14
Glaxis Capital Management
Florida
$3.31M 158,000 +8,000 +5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.98M 142,096 +761 +0.5%
LPL Financial
16
LPL Financial
California
$2.76M 131,338 +3,899 +3%
RC
17
Rareview Capital
Nevada
$1.86M 88,694 +29,530 +50%
CIA
18
Capital Investment Advisors
Georgia
$1.81M 86,357 -4,590 -5%
SFS
19
Shaker Financial Services
Virginia
$1.8M 85,631 -7,454 -8%
Wells Fargo
20
Wells Fargo
California
$1.65M 78,467 -2,038 -3%
OIM
21
Oder Investment Management
California
$1.57M 75,053 +3,086 +4%
OC
22
Oppenheimer & Co
New York
$1.55M 73,828 -3,648 -5%
Cerity Partners
23
Cerity Partners
New York
$1.46M 69,400 – –
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$1.3M 62,076 -924 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.29M 63,820 +2,716 +4%
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