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Cohen & Steers Duration Preferred & Income Fund
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Overview Fund Activity

76 hedge funds and large institutions have $163M invested in Cohen & Steers Duration Preferred & Income Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
36
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.6M
2
RC
2
Rareview Capital
Nevada
$1.2M
3
Invesco
3
Invesco
Georgia
$8.93M
4
NW
4
NewEdge Wealth
Pennsylvania
$3.96M
5
CIA
5
Capital Investment Advisors
Georgia
$1.85M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
LA
2
LexAurum Advisors
Kansas
$723K
3
HF
3
HRT Financial
New York
$0
4
RAM
4
Readystate Asset Management
Illinois
$381K
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.6M 1,844,338 +159,539 +9%
UBS Group
2
UBS Group
Switzerland
$29.2M 1,434,763 +4,099 +0.3%
Invesco
3
Invesco
Georgia
$8.93M 438,608 +43,415 +11%
CPIG
4
Chicago Partners Investment Group
Illinois
$8.48M 424,155 +6,155 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$8.44M 414,525 +13,954 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.57M 372,022 +107 +0%
Bank of America
7
Bank of America
North Carolina
$4.49M 220,347 -2,043 -0.9%
NW
8
NewEdge Wealth
Pennsylvania
$3.96M 194,582 +41,601 +27%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$3.79M 186,043 -660 -0.4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.64M 178,626 +15,493 +9%
GIP
11
Greatmark Investment Partners
Georgia
$3.52M 172,675 +1,250 +0.7%
SF
12
Synovus Financial
Georgia
$3.39M 166,678 +2,265 +1%
GCM
13
Glaxis Capital Management
Florida
$3.05M 150,000 +10,000 +7%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.88M 141,335 +921 +0.7%
LPL Financial
15
LPL Financial
California
$2.59M 127,439 +2,689 +2%
SFS
16
Shaker Financial Services
Virginia
$1.9M 93,085 +22,477 +32%
CIA
17
Capital Investment Advisors
Georgia
$1.85M 90,947 +25,161 +38%
BWP
18
Baldwin Wealth Partners
Massachusetts
$1.67M 82,150 -6,628 -7%
Wells Fargo
19
Wells Fargo
California
$1.64M 80,505 +19,553 +32%
OC
20
Oppenheimer & Co
New York
$1.58M 77,476 +6,504 +9%
OIM
21
Oder Investment Management
California
$1.47M 71,967 +6,318 +10%
Cerity Partners
22
Cerity Partners
New York
$1.41M 69,400 – –
Comerica Bank
23
Comerica Bank
Texas
$1.3M 64,032 +291 +0.5%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$1.28M 63,000 – –
GC
25
Guggenheim Capital
Illinois
$1.25M 61,302 +179 +0.3%
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