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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
$26.3M +$1.48M +84,444 +6%
UBS Group
2
UBS Group
Switzerland
$25.2M +$429K +24,513 +2%
Bank of America
3
Bank of America
North Carolina
$10.3M +$65.8K +3,755 +0.7%
CPIG
4
Chicago Partners Investment Group
Illinois
$9.11M -$213K -12,131 -2%
Invesco
5
Invesco
Georgia
$7.7M +$107K +6,116 +1%
PCM
6
Penserra Capital Management
California
$3.95M +$237K +13,526 +7%
GIP
7
Greatmark Investment Partners
Georgia
$2.43M +$431K +24,575 +23%
LA
8
LexAurum Advisors
Kansas
$2.42M +$43.1K +2,459 +2%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.31M +$54.1K +3,091 +2%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$2.23M -$830K -47,407 -28%
SF
11
Synovus Financial
Georgia
$2.17M +$201K +11,452 +11%
BWP
12
Baldwin Wealth Partners
Massachusetts
$1.66M -$84.8K -4,840 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.66M +$388K +22,148 +32%
SIA
14
Sit Investment Associates
Minnesota
$1.39M +$214K +12,195 +19%
LPL Financial
15
LPL Financial
California
$1.31M +$160K +9,117 +14%
Cerity Partners
16
Cerity Partners
New York
$1.3M -$8.15K -465 -0.6%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$1.18M – – –
SFS
18
Shaker Financial Services
Virginia
$1.12M -$166K -9,496 -13%
AU
19
Algebris (UK)
United Kingdom
$1.05M – – –
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.03M -$48.7K -2,780 -5%
CHA
21
Carmichael Hill & Associates
Maryland
$983K -$525K -29,969 -36%
GC
22
Guggenheim Capital
Illinois
$958K +$64.1K +3,657 +7%
MWM
23
Maltin Wealth Management
New Jersey
$893K -$734K -41,908 -46%
BWM
24
BerganKDV Wealth Management
Minnesota
$745K -$1.86K -106 -0.3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$724K -$45.3K -2,588 -6%
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