Cohen & Steers Select PreferPSF
13F holders, Q2 2026 (June 30)54holders −2
2new positions
6sold out
$20.13avg. 13F price*
At the end of Q2 2026, 54 institutions reported holding Cohen & Steers Select Prefer (PSF) in their 13F filings, down 2 from Q1 2026. 2 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($13.2M), UBS Group AG ($7.3M) and Raymond James Financial Inc. ($3.4M).
- Company
- Cohen & Steers Select Prefer
- CUSIP
- 19248Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $63K |
| Exits | 6 | $2.4M |
All 13F filers, Q1 2026 → Q2 2026: 174,481 shares bought and 436,437 shares sold, net −261,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Morgan Stanley | 0.00% | Reduce -24.1% | 655,031 | $13.2M |
| UBS Group AG | 0.00% | Add +2.5% | 360,739 | $7.3M |
| Raymond James Financial Inc. | 0.00% | Add +4.4% | 170,546 | $3.4M |
| Invesco Ltd. | 0.00% | Add +5.0% | 161,041 | $3.2M |
| Baldwin Wealth Partners LLC | 0.21% | Reduce -2.3% | 157,153 | $3.2M |
| Smith Asset Management Co., LLC | 2.05% | Reduce -0.7% | 129,643 | $2.6M |
| Fiera Capital Corp | 0.01% | Add +3.3% | 103,229 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.7% | 100,807 | $2.0M |
| Shaker Financial Services, LLC | 0.62% | Add +27.0% | 98,818 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +11.8% | 90,838 | $1.8M |
| LPL Financial LLC | 0.00% | Add +5.5% | 86,178 | $1.7M |
| Gridiron Partners, LLC | 0.89% | Add +147.4% | 84,339 | $1.7M |
| Pettinga Financial Advisors LLC | 0.26% | Add +101.2% | 80,759 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 75,940 | $1.5M |
| 1607 Capital Partners, LLC | 0.11% | Reduce -43.8% | 62,822 | $1.3M |
| Harbour Investments, Inc. | 0.02% | No change | 60,881 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +0.4% | 55,379 | $1.1M |
| Glaxis Capital Management, LLC | 2.02% | Add +9.2% | 50,000 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -17.7% | 48,495 | $976K |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 39,331 | $792K |
| Wells Fargo & Company | 0.00% | Add +0.4% | 34,109 | $687K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 33,079 | $666K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.1% | 29,824 | $600K |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 27,435 | $552K |
| WealthBridge Capital Management, LLC | 0.11% | No change | 27,269 | $549K |
| Noble Wealth Management PBC | 0.18% | Add +16.4% | 20,055 | $404K |
| Logan Stone Capital, LLC | 0.08% | Reduce -19.7% | 19,860 | $400K |
| Composition Wealth, LLC | 0.00% | Reduce -3.0% | 17,308 | $348K |
| US Bancorp \de | 0.00% | No change | 14,911 | $300K |
| Cornerstone Advisory, LLC | 0.02% | Reduce -30.0% | 14,000 | $282K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.7% | 12,928 | $260K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.5% | 12,798 | $258K |
| NewEdge Wealth, LLC | 0.00% | No change | 12,074 | $243K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 11,140 | $224K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,000 | $201K |
| Paladin Partners, LLC | 0.08% | No change | 5,930 | $119K |
| Wolverine Asset Management LLC | 0.01% | Reduce -63.4% | 4,964 | $100K |
| Fifth Third Bancorp | 0.00% | Reduce -62.2% | 4,817 | $97K |
| CoreCap Advisors, LLC | 0.00% | No change | 4,732 | $95K |
| Ameriflex Group, Inc. | 0.03% | No change | 3,650 | $73K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2,723 | $55K |
| IFG Advisory, LLC | 0.00% | New | 1,775 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -43.8% | 1,406 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,363 | $27K |
| Highland Investment Advisors LLC | 0.01% | — | 1,100 | $22K |
| Barrett & Company, Inc. | 0.00% | No change | 650 | $13K |
| Hilltop National Bank | 0.00% | No change | 600 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 500 | $10K |
| Triumph Capital Management | 0.00% | Reduce -30.8% | 450 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 306 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 150 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 109 | $2K |
| WPG Advisers, LLC | 0.00% | Add +2.1% | 48 | $966 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 19 | $382 |
"% of holder's portfolio" is PSF's weight in each manager's 13F, not the share of Cohen & Steers Select Prefer the manager owns.