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Cohen & Steers Duration Preferred & Income Fund
LDP

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.4M +$3.26M +123,416 +10%
UBS Group
2
UBS Group
Switzerland
$32.3M -$3.05M -115,261 -9%
Bank of America
3
Bank of America
North Carolina
$17.7M -$2.9M -109,587 -14%
BWP
4
Baldwin Wealth Partners
Massachusetts
$12.1M -$114K -4,300 -0.9%
Bessemer Group
5
Bessemer Group
New Jersey
$9.52M -$3.79M -143,600 -28%
CPIG
6
Chicago Partners Investment Group
Illinois
$8.63M +$463K +17,516 +6%
Invesco
7
Invesco
Georgia
$8.41M +$86.4K +3,268 +1%
PPA
8
Parametric Portfolio Associates
Washington
$5.85M +$581K +21,975 +11%
FFA
9
First Foundation Advisors
California
$3.37M +$185K +6,983 +6%
SFS
10
Shaker Financial Services
Virginia
$2.27M +$2.3M +87,217 New
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.9M +$29.6K +1,120 +2%
RCM
12
Robinson Capital Management
Michigan
$1.83M +$1.86M +70,289 New
KFBMI
13
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.56M – – –
Wells Fargo
14
Wells Fargo
California
$1.31M -$61.4K -2,323 -4%
AG
15
Advisor Group
Arizona
$1.07M +$51.7K +1,957 +5%
CHA
16
Carmichael Hill & Associates
Maryland
$1.07M +$1.08M +40,930 New
RJA
17
Raymond James & Associates
Florida
$1.02M +$12.2K +460 +1%
WA
18
Winfield Associates
Ohio
$828K -$39.6K -1,499 -5%
KSCM
19
Kamunting Street Capital Management
Florida
$782K +$581K +22,000 +275%
BRF
20
B. Riley Financial
California
$730K – – –
YWP
21
YorkBridge Wealth Partners
New York
$641K -$66.1K -2,500 -9%
Millennium Management
22
Millennium Management
New York
$625K +$633K +23,964 New
HighTower Advisors
23
HighTower Advisors
Illinois
$616K +$1.35K +51 +0.2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$574K +$40K +1,515 +7%
CIA
25
Capital Investment Advisors
Georgia
$563K -$1.32K -50 -0.2%
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