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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
$28.2M +$757K +32,437 +3%
Morgan Stanley
2
Morgan Stanley
New York
$26.6M -$1.07M -45,850 -4%
Bank of America
3
Bank of America
North Carolina
$18.1M -$27.5K -1,178 -0.2%
BWP
4
Baldwin Wealth Partners
Massachusetts
$11.6M +$132K +5,676 +1%
CPIG
5
Chicago Partners Investment Group
Illinois
$8.45M +$487K +20,884 +6%
Invesco
6
Invesco
Georgia
$7.41M -$1.59M -68,265 -18%
Wells Fargo
7
Wells Fargo
California
$4.45M +$662K +28,359 +18%
FFA
8
First Foundation Advisors
California
$2.77M -$495K -21,238 -15%
GIP
9
Greatmark Investment Partners
Georgia
$1.98M +$93.6K +4,010 +5%
YWP
10
YorkBridge Wealth Partners
New York
$1.88M +$272K +11,649 +17%
BRWM
11
B. Riley Wealth Management
Tennessee
$1.76M +$480K +20,570 +38%
KFBMI
12
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.42M – – –
CHA
13
Carmichael Hill & Associates
Maryland
$1.42M +$8.24K +353 +0.6%
JG
14
Jefferies Group
New York
$1.09M +$1.07M +45,874 New
OAM
15
Orinda Asset Management
California
$1.07M +$491K +21,059 +87%
PFA
16
Pettinga Financial Advisors
Indiana
$1.07M +$10.5K +450 +1%
RJA
17
Raymond James & Associates
Florida
$974K +$103K +4,407 +12%
AG
18
Advisor Group
Arizona
$973K -$59.3K -2,542 -6%
Stifel Financial
19
Stifel Financial
Missouri
$964K -$490K -21,020 -34%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$935K -$54.8K -2,348 -6%
IWM
21
IHT Wealth Management
Illinois
$914K +$59.2K +2,539 +7%
MFG
22
Magnus Financial Group
New York
$828K +$817K +35,000 New
PFA
23
Pathway Financial Advisors
Vermont
$777K – – –
HighTower Advisors
24
HighTower Advisors
Illinois
$709K +$250K +10,700 +56%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$628K +$145K +6,200 +30%
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