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Cohen & Steers Duration Preferred & Income Fund

75 hedge funds and large institutions have $178M 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, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $164M → $178M (+$13.6M)

1.37% more ownership

Funds ownership: 27.8%29.18% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 7975 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
0.99%
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
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.24M -$38.5K -1,920 -3%
MCM
27
MAI Capital Management
Ohio
$1.21M +$3.05K +152 +0.3%
BPA
28
Beacon Pointe Advisors
California
$1.18M +$3.23K +161 +0.3%
BWP
29
Baldwin Wealth Partners
Massachusetts
$1.15M -$547K -27,258 -33%
Comerica Bank
30
Comerica Bank
Texas
$1.13M -$200K -9,948 -16%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.11M +$44.1K +2,195 +4%
Lido Advisors
32
Lido Advisors
California
$868K
GC
33
Guggenheim Capital
Illinois
$782K -$482K -24,015 -39%
LA
34
LexAurum Advisors
Kansas
$747K +$1.63K +81 +0.2%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$638K +$73.3K +3,650 +14%
CL
36
Choreo LLC
Illinois
$610K -$288K -14,343 -33%
WS
37
Wela Strategies
Georgia
$477K +$381 +19 +0.1%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$438K -$6.02K -300 -1%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$436K -$12.3K -611 -3%
KPWS
40
Kestra Private Wealth Services
Texas
$409K +$37.5K +1,870 +11%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$383K +$11.8K +587 +3%
EA
42
Everpar Advisors
Oklahoma
$348K -$14K -700 -4%
WSFS
43
Wilmington Savings Fund Society
Delaware
$315K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$298K +$59.8K +2,980 +27%
PFS
45
Prospera Financial Services
Texas
$279K -$42.1K -2,100 -14%
Stifel Financial
46
Stifel Financial
Missouri
$251K -$14.8K -735 -6%
SG
47
StoneX Group
New York
$246K +$235K +11,720 New
Creative Planning
48
Creative Planning
Kansas
$239K -$863 -43 -0.4%
PFA
49
Pettinga Financial Advisors
Indiana
$221K +$3.39K +169 +2%
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$210K +$201K +10,000 New

LDP Hedge Fund Activity: Q2 2025 in Review

75 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q2 2025, worth a combined $178M — up 8.3% from $164M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LDP and 4 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 31 added.

The largest buyer was Sanctuary Advisors, adding an estimated $3.38M. The largest seller was Baldwin Wealth Partners, cutting an estimated $547K.

  • 75 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q2 2025, down from 79 in Q1 2025.
  • Funds reported $178M of Cohen & Steers Duration Preferred & Income Fund stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 4 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q2 2025 and 7 closed out, a net change of -3 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q2 2025 was Sanctuary Advisors, an estimated $3.38M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q2 2025 was Baldwin Wealth Partners, an estimated $547K sold.

Based on aggregated 13F filings for Q2 2025.