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Cohen & Steers Duration Preferred & Income Fund
LDP

75 hedge funds and large institutions have $177M invested in Cohen & Steers Duration Preferred & Income Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 75 → 75 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0% less capital invested

Capital invested by funds: $178M → $177M (-$635K)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

1.02% less ownership

Funds ownership: 29.18% → 28.16% (-1%)

Holders
75
Holders Change
–
Holders Change %
0%
% 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
11
Increased
23
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$567K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$434K
3
GCM
Glaxis Capital Management
Florida
+$342K
4
RC
Rareview Capital
Nevada
+$248K
5
Northern Trust
Northern Trust
Illinois
+$247K

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$3.03M
2
SA
Sanctuary Advisors
Indiana
-$2.81M
3
UBS Group
UBS Group
Switzerland
-$1.03M
4
GC
Guggenheim Capital
Illinois
-$579K
5
Morgan Stanley
Morgan Stanley
New York
-$486K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.19M -$79.4K -3,711 -6%
BWP
27
Baldwin Wealth Partners
Massachusetts
$1.17M -$20.2K -945 -2%
Comerica Bank
28
Comerica Bank
Texas
$1.17M -$3.79K -177 -0.3%
WFA
29
WJ Financial Advisors
Connecticut
$1.14M +$1.13M +52,714 New
BPA
30
Beacon Pointe Advisors
California
$1.12M -$100K -4,680 -8%
AI
31
Atria Investments
North Carolina
$1.04M -$3.03M -141,382 -75%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$1M -$336K -15,715 -25%
Lido Advisors
33
Lido Advisors
California
$897K – – –
LA
34
LexAurum Advisors
Kansas
$732K -$39K -1,822 -5%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$711K +$51.5K +2,404 +8%
CL
36
Choreo LLC
Illinois
$694K +$62.6K +2,923 +10%
PFO
37
PMG Family Office
Texas
$580K +$573K +26,783 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$483K +$29.8K +1,390 +7%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$455K +$58K +2,711 +15%
KPWS
40
Kestra Private Wealth Services
Texas
$395K -$27.5K -1,285 -7%
EA
41
Everpar Advisors
Oklahoma
$359K – – –
CG
42
Caprock Group
Idaho
$321K +$322K +15,025 New
PFS
43
Prospera Financial Services
Texas
$288K – – –
Creative Planning
44
Creative Planning
Kansas
$262K +$14.3K +670 +6%
Stifel Financial
45
Stifel Financial
Missouri
$255K -$4.28K -200 -2%
Northern Trust
46
Northern Trust
Illinois
$250K +$247K +11,536 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$243K -$63.8K -2,980 -21%
GC
48
Guggenheim Capital
Illinois
$222K -$579K -27,041 -73%
SAM
49
Smith Asset Management
Florida
$220K +$218K +10,171 New
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$217K – – –
1
2
3 4

LDP Hedge Fund Activity: Q3 2025 in Review

75 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q3 2025, worth a combined $177M — down 0.36% from $178M a quarter earlier.

Fund positioning in LDP was balanced in Q3 2025: 11 funds opened new positions, 11 closed out, 23 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $567K. The largest seller was Atria Investments, cutting an estimated $3.03M.

  • 75 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $177M of Cohen & Steers Duration Preferred & Income Fund stock for Q3 2025, down 0.36% quarter-over-quarter.
  • 11 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q3 2025 and 11 closed out, a net change of 0 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q3 2025 was Envestnet Asset Management, an estimated $567K added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q3 2025 was Atria Investments, an estimated $3.03M sold.

Based on aggregated 13F filings for Q3 2025.