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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
Morgan Stanley
1
Morgan Stanley
New York
$41.3M +$2.48M +123,813 +7%
UBS Group
2
UBS Group
Switzerland
$30.5M +$401K +19,965 +1%
Invesco
3
Invesco
Georgia
$9.29M +$80.2K +3,997 +0.9%
CPIG
4
Chicago Partners Investment Group
Illinois
$9.01M +$165K +8,228 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$8.57M -$122K -6,078 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.53M -$261K -13,026 -4%
SA
7
Sanctuary Advisors
Indiana
$4.9M +$3.38M +168,222 +258%
NW
8
NewEdge Wealth
Pennsylvania
$4.61M +$406K +20,250 +10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.47M +$688K +34,271 +19%
Bank of America
10
Bank of America
North Carolina
$4.41M -$200K -9,947 -5%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$4.22M +$299K +14,875 +8%
AI
12
Atria Investments
North Carolina
$3.97M +$3M +149,448 +376%
GIP
13
Greatmark Investment Partners
Georgia
$3.6M -$19.6K -975 -0.6%
SF
14
Synovus Financial
Georgia
$3.57M +$71.5K +3,565 +2%
GCM
15
Glaxis Capital Management
Florida
$3.31M +$161K +8,000 +5%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.98M +$15.3K +761 +0.5%
LPL Financial
17
LPL Financial
California
$2.76M +$78.2K +3,899 +3%
RC
18
Rareview Capital
Nevada
$1.86M +$593K +29,530 +50%
CIA
19
Capital Investment Advisors
Georgia
$1.81M -$92.1K -4,590 -5%
SFS
20
Shaker Financial Services
Virginia
$1.8M -$150K -7,454 -8%
Wells Fargo
21
Wells Fargo
California
$1.65M -$40.9K -2,038 -3%
OIM
22
Oder Investment Management
California
$1.57M +$61.9K +3,086 +4%
OC
23
Oppenheimer & Co
New York
$1.55M -$73.2K -3,648 -5%
Cerity Partners
24
Cerity Partners
New York
$1.46M
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$1.3M -$18.5K -924 -1%

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.