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Cohen & Steers Duration Preferred & Income Fund

79 hedge funds and large institutions have $170M invested in Cohen & Steers Duration Preferred & Income Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 23 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

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

5% more funds holding

Funds holding: 7579 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.57% less ownership

Funds ownership: 28.16%27.59% (-0.57%)

4% less capital invested

Capital invested by funds: $177M → $170M (-$7.49M)

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
26
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$250K +$253K +11,793 New
SAM
52
Smith Asset Management
Florida
$249K +$34.6K +1,614 +16%
Stifel Financial
53
Stifel Financial
Missouri
$243K -$6.42K -300 -3%
Creative Planning
54
Creative Planning
Kansas
$241K -$14.3K -670 -6%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$237K
BC
56
Barrett & Company
Rhode Island
$156K +$1.5K +70 +1%
VWM
57
Vermillion Wealth Management
Minnesota
$74.6K +$321 +15 +0.4%
FHA
58
Flagship Harbor Advisors
Massachusetts
$63.5K +$64.2K +3,000 New
LGWM
59
Litman Gregory Wealth Management
California
$63.5K +$64.2K +3,000 New
SWM
60
Spire Wealth Management
Virginia
$61.8K
US Bancorp
61
US Bancorp
Minnesota
$44.1K +$32.1K +1,500 +256%
GRP
62
Global Retirement Partners
California
$34.5K +$34.9K +1,629 New
NA
63
NewEdge Advisors
Louisiana
$26.8K
AF
64
Allworth Financial
California
$26.4K +$492 +23 +2%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$25.4K
DF
66
Dunhill Financial
United Kingdom
$21.2K
MWA
67
Medallion Wealth Advisors
Connecticut
$20.6K
TFA
68
Toth Financial Advisory
Virginia
$17.3K +$2.59K +121 +17%
MA
69
Montag & Associates
Georgia
$17K
SIS
70
Sound Income Strategies
Florida
$17K +$107 +5 +0.6%
TCM
71
Triumph Capital Management
Colorado
$16.9K +$17.1K +800 New
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$13.3K +$13.4K +627 New
IA
73
IFP Advisors
Florida
$10.6K
SS
74
Sunbelt Securities
Texas
$10K -$8.03K -375 -44%
PTC
75
Private Trust Company
Ohio
$8.47K

LDP Hedge Fund Activity: Q4 2025 in Review

79 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q4 2025, worth a combined $170M — down 4.2% from $177M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LDP positions and 7 closed out — a net gain of 7 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Glaxis Capital Management, adding an estimated $1.24M. The largest seller was Royal Bank of Canada, cutting an estimated $2.63M.

  • 79 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q4 2025, up from 75 in Q3 2025.
  • Funds reported $170M of Cohen & Steers Duration Preferred & Income Fund stock for Q4 2025, down 4.2% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q4 2025 and 7 closed out, a net change of +7 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q4 2025 was Glaxis Capital Management, an estimated $1.24M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q4 2025 was Royal Bank of Canada, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2025.