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Cohen & Steers Duration Preferred & Income Fund
LDP

83 hedge funds and large institutions have $166M invested in Cohen & Steers Duration Preferred & Income Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

5% more funds holding

Funds holding: 79 → 83 (+4)

0.94% more ownership

Funds ownership: 27.59% → 28.53% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $170M → $166M (-$3.65M)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
33
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$1.8M
2
AAM
Advisors Asset Management
Colorado
+$1.74M
3
Morgan Stanley
Morgan Stanley
New York
+$1.57M
4
BAM
Belpointe Asset Management
Nevada
+$935K
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$670K

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$1.47M
2
BWP
Baldwin Wealth Partners
Massachusetts
-$1.07M
3
Raymond James Financial
Raymond James Financial
Florida
-$815K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$456K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
26
WJ Financial Advisors
Connecticut
$1.16M +$104K +4,950 +9%
MCM
27
MAI Capital Management
Ohio
$1.16M -$945 -45 -0.1%
BPA
28
Beacon Pointe Advisors
California
$1.12M +$86.7K +4,126 +8%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$1.12M -$42.7K -2,031 -4%
CIA
30
Capital Investment Advisors
Georgia
$1.11M -$189K -9,012 -14%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.06M -$82.7K -3,936 -7%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.05M -$35.4K -1,684 -3%
BI
33
Breachway Investments
Rhode Island
$973K +$1.05K +50 +0.1%
BAM
34
Belpointe Asset Management
Nevada
$889K +$935K +44,529 New
Lido Advisors
35
Lido Advisors
California
$827K – – –
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$802K +$110K +5,257 +15%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$637K +$670K +31,918 New
LA
38
LexAurum Advisors
Kansas
$562K +$591K +28,133 New
KPWS
39
Kestra Private Wealth Services
Texas
$559K +$161K +7,657 +38%
PFO
40
PMG Family Office
Texas
$554K +$61.7K +2,936 +12%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$543K +$110K +5,226 +24%
RAM
42
Readystate Asset Management
Illinois
$533K +$560K +26,682 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$513K +$121K +5,781 +29%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$478K +$255K +12,118 +103%
WAM
45
Wolverine Asset Management
Illinois
$382K +$402K +19,133 New
SAM
46
Smith Asset Management
Florida
$380K +$152K +7,231 +61%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$373K +$102K +4,866 +35%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$358K -$100K -4,763 -21%
CL
49
Choreo LLC
Illinois
$349K -$52.8K -2,514 -13%
CG
50
Caprock Group
Idaho
$300K – – –
1
2
3 4

LDP Hedge Fund Activity: Q1 2026 in Review

83 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q1 2026, worth a combined $166M — down 2.1% from $170M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LDP positions and 7 closed out — a net gain of 7 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Invesco, adding an estimated $1.8M. The largest seller was Cerity Partners, exiting entirely with an estimated $1.47M sold.

  • 83 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q1 2026, up from 79 in Q4 2025.
  • Funds reported $166M of Cohen & Steers Duration Preferred & Income Fund stock for Q1 2026, down 2.1% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q1 2026 and 7 closed out, a net change of +7 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q1 2026 was Invesco, an estimated $1.8M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q1 2026 was Cerity Partners, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2026.