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Cohen & Steers Duration Preferred & Income Fund
LDP

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$33.7M +$1.15M +45,172 +4%
Morgan Stanley
2
Morgan Stanley
New York
$33.3M -$2.3M -90,083 -6%
Bank of America
3
Bank of America
North Carolina
$19M +$1.25M +48,999 +7%
BWP
4
Baldwin Wealth Partners
Massachusetts
$14.8M +$2.31M +90,724 +19%
CPIG
5
Chicago Partners Investment Group
Illinois
$8.86M -$14K -550 -0.2%
Bessemer Group
6
Bessemer Group
New Jersey
$8.04M -$1.29M -50,574 -14%
Invesco
7
Invesco
Georgia
$7.94M -$495K -19,405 -6%
PPA
8
Parametric Portfolio Associates
Washington
$3.15M -$1.83M -71,861 -37%
FFA
9
First Foundation Advisors
California
$2.82M -$299K -11,732 -10%
KFBMI
10
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.53M – – –
CHA
11
Carmichael Hill & Associates
Maryland
$1.23M +$30.6K +1,199 +3%
Wells Fargo
12
Wells Fargo
California
$1.15M -$67.8K -2,660 -6%
AG
13
Advisor Group
Arizona
$1.14M +$66.7K +2,616 +6%
RJA
14
Raymond James & Associates
Florida
$971K -$21.4K -839 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$918K +$317K +12,448 +53%
BRF
16
B. Riley Financial
California
$850K +$147K +5,781 +21%
WA
17
Winfield Associates
Ohio
$812K – – –
YWP
18
YorkBridge Wealth Partners
New York
$674K +$24.8K +972 +4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$608K – – –
HighTower Advisors
20
HighTower Advisors
Illinois
$605K -$1.5K -59 -0.2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$506K +$4.82K +189 +1%
CIA
22
Capital Investment Advisors
Georgia
$487K -$24.1K -945 -5%
GIP
23
Greatmark Investment Partners
Georgia
$448K +$15.3K +600 +4%
PFA
24
Pathway Financial Advisors
Vermont
$443K – – –
GC
25
Guggenheim Capital
Illinois
$394K -$7.32K -287 -2%
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