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Cohen & Steers Duration Preferred & Income Fund
LDP

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$1.21M +$3.19K +152 +0.3%
BPA
27
Beacon Pointe Advisors
California
$1.18M +$3.38K +161 +0.3%
BWP
28
Baldwin Wealth Partners
Massachusetts
$1.15M -$572K -27,258 -33%
Comerica Bank
29
Comerica Bank
Texas
$1.13M -$209K -9,948 -16%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.11M +$46.1K +2,195 +4%
Lido Advisors
31
Lido Advisors
California
$868K – – –
GC
32
Guggenheim Capital
Illinois
$782K -$504K -24,015 -39%
LA
33
LexAurum Advisors
Kansas
$747K +$1.7K +81 +0.2%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$638K +$76.6K +3,650 +14%
CL
35
Choreo LLC
Illinois
$610K -$301K -14,343 -33%
WS
36
Wela Strategies
Georgia
$477K +$399 +19 +0.1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$438K -$6.29K -300 -1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$436K -$12.8K -611 -3%
KPWS
39
Kestra Private Wealth Services
Texas
$409K +$39.2K +1,870 +11%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$383K +$12.3K +587 +3%
EA
41
Everpar Advisors
Oklahoma
$348K -$14.7K -700 -4%
WSFS
42
Wilmington Savings Fund Society
Delaware
$315K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$298K +$62.5K +2,980 +27%
PFS
44
Prospera Financial Services
Texas
$279K -$44.1K -2,100 -14%
Stifel Financial
45
Stifel Financial
Missouri
$251K -$15.4K -735 -6%
SG
46
StoneX Group
New York
$246K +$246K +11,720 New
Creative Planning
47
Creative Planning
Kansas
$239K -$902 -43 -0.4%
PFA
48
Pettinga Financial Advisors
Indiana
$221K +$3.55K +169 +2%
LNWWM
49
Laird Norton Wetherby Wealth Management
California
$210K +$210K +10,000 New
BC
50
Barrett & Company
Rhode Island
$163K -$103K -4,911 -39%
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