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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
BC
51
Barrett & Company
Rhode Island
$163K -$98.6K -4,911 -39%
GBA
52
Garrison Bradford & Associates
New York
$147K
NFSG
53
Newbridge Financial Services Group
Florida
$62.4K +$59.6K +2,972 New
SWM
54
Spire Wealth Management
Virginia
$61.2K
VWM
55
Vermillion Wealth Management
Minnesota
$36.4K +$301 +15 +0.9%
MLA
56
MB, Levis & Associates
Pennsylvania
$35.8K
GWM
57
Geneos Wealth Management
Colorado
$31.6K +$8.99K +448 +42%
NA
58
NewEdge Advisors
Louisiana
$26.6K
AF
59
Allworth Financial
California
$25.2K +$462 +23 +2%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$25.2K
DF
61
Dunhill Financial
United Kingdom
$21K
NC
62
NewSquare Capital
Pennsylvania
$21K
MWA
63
Medallion Wealth Advisors
Connecticut
$20.6K
US Bancorp
64
US Bancorp
Minnesota
$17.2K
SS
65
Sunbelt Securities
Texas
$17.1K
MA
66
Montag & Associates
Georgia
$16.8K
SIS
67
Sound Income Strategies
Florida
$16.5K +$100 +5 +0.6%
SPIA
68
Steward Partners Investment Advisory
New York
$15.7K
WAM
69
Wolverine Asset Management
Illinois
$14.4K -$350K -17,436 -96%
IA
70
IFP Advisors
Florida
$10.5K
TFA
71
Toth Financial Advisory
Virginia
$9.55K +$6.34K +316 +227%
AAS
72
Ameritas Advisory Services
Nebraska
$9.23K +$8.83K +440 New
PTC
73
Private Trust Company
Ohio
$8.39K
CA
74
CoreCap Advisors
Michigan
$6.29K -$29.1K -1,450 -83%
WA
75
WPG Advisers
Maryland
$5.43K +$3.01K +150 +138%

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.