We are live on ! Find out more
LDP icon

Cohen & Steers Duration Preferred & Income Fund

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: 7575 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.2M -$486K -22,710 -1%
UBS Group
2
UBS Group
Switzerland
$30.5M -$1.03M -48,227 -3%
Invesco
3
Invesco
Georgia
$9.79M +$196K +9,177 +2%
CPIG
4
Chicago Partners Investment Group
Illinois
$9.37M +$16.9K +790 +0.2%
Raymond James Financial
5
Raymond James Financial
Florida
$8.83M -$23.9K -1,118 -0.3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.75M -$28.9K -1,348 -0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.19M +$567K +26,506 +12%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$4.79M +$434K +20,278 +10%
NW
9
NewEdge Wealth
Pennsylvania
$4.69M +$4.52K +211 +0.1%
Bank of America
10
Bank of America
North Carolina
$4.5M -$62.7K -2,930 -1%
GCM
11
Glaxis Capital Management
Florida
$3.77M +$342K +16,000 +10%
GIP
12
Greatmark Investment Partners
Georgia
$3.73M +$4.28K +200 +0.1%
SF
13
Synovus Financial
Georgia
$3.56M -$128K -5,967 -4%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$3.12M +$45.1K +2,108 +1%
LPL Financial
15
LPL Financial
California
$3.02M +$171K +7,980 +6%
SA
16
Sanctuary Advisors
Indiana
$2.21M -$2.81M -131,349 -56%
RC
17
Rareview Capital
Nevada
$2.1M +$248K +11,586 +13%
SFS
18
Shaker Financial Services
Virginia
$1.83M -$24.5K -1,147 -1%
CIA
19
Capital Investment Advisors
Georgia
$1.67M -$194K -9,075 -11%
OIM
20
Oder Investment Management
California
$1.64M +$11.3K +530 +0.7%
Cerity Partners
21
Cerity Partners
New York
$1.5M
Wells Fargo
22
Wells Fargo
California
$1.42M -$273K -12,763 -16%
OC
23
Oppenheimer & Co
New York
$1.33M -$263K -12,295 -17%
MCM
24
MAI Capital Management
Ohio
$1.26M +$13.5K +631 +1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.23M +$84.7K +3,958 +7%

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.