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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
Morgan Stanley
1
Morgan Stanley
New York
$41.6M +$441K +20,599 +1%
UBS Group
2
UBS Group
Switzerland
$29.2M -$547K -25,551 -2%
CPIG
3
Chicago Partners Investment Group
Illinois
$9.56M +$338K +15,767 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$8.55M -$72.3K -3,376 -0.8%
Invesco
5
Invesco
Georgia
$7.67M -$1.92M -89,709 -20%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.97M -$2.63M -123,027 -34%
GCM
7
Glaxis Capital Management
Florida
$4.91M +$1.24M +57,800 +33%
NW
8
NewEdge Wealth
Pennsylvania
$4.53M -$19.6K -915 -0.4%
Bank of America
9
Bank of America
North Carolina
$3.89M -$507K -23,659 -11%
GIP
10
Greatmark Investment Partners
Georgia
$3.64M -$1.61K -75 -0%
PFPG
11
Pinnacle Financial Partners (Georgia)
Georgia
$3.51M +$3.55M +165,971 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.35M -$1.74M -81,154 -34%
LPL Financial
13
LPL Financial
California
$3.12M +$169K +7,872 +6%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$3.03M -$27.4K -1,279 -0.9%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$2.63M -$2.08M -97,158 -44%
RC
16
Rareview Capital
Nevada
$2.3M +$205K +9,568 +10%
SA
17
Sanctuary Advisors
Indiana
$2.26M +$100K +4,674 +5%
SFS
18
Shaker Financial Services
Virginia
$1.99M +$202K +9,418 +11%
PWM
19
Platt Wealth Management
California
$1.76M +$1.78M +83,256 New
OIM
20
Oder Investment Management
California
$1.57M -$34.6K -1,614 -2%
Wells Fargo
21
Wells Fargo
California
$1.49M +$101K +4,715 +7%
Cerity Partners
22
Cerity Partners
New York
$1.47M
CIA
23
Capital Investment Advisors
Georgia
$1.37M -$269K -12,547 -16%
OC
24
Oppenheimer & Co
New York
$1.31M +$6.25K +292 +0.5%
MCM
25
MAI Capital Management
Ohio
$1.23M +$2.55K +119 +0.2%

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.