Cohen & Steers Select PreferPSF
13F holders, Q1 2024 (March 31)47holders
$19.95avg. 13F price*
At the end of Q1 2024, 47 institutions reported holding Cohen & Steers Select Prefer (PSF) in their 13F filings. The largest holders were Morgan Stanley ($11.5M), UBS Group AG ($5.4M) and Cornerstone Advisory, LLC ($3.3M).
- Company
- Cohen & Steers Select Prefer
- CUSIP
- 19248Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.4M |
| Exits | 4 | $714K |
Ownership 47 holders
| Morgan Stanley | 0.00% | Add +3.1% | 573,201 | $11.5M |
| UBS Group AG | 0.00% | Add +8.0% | 270,569 | $5.4M |
| Cornerstone Advisory, LLC | 0.47% | Reduce -0.5% | 163,287 | $3.3M |
| Baldwin Wealth Partners LLC | 0.20% | Add +15.2% | 131,067 | $2.6M |
| Invesco Ltd. | 0.00% | Reduce -10.8% | 120,064 | $2.4M |
| Raymond James & Associates | 0.00% | Add +3.4% | 92,368 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -1.3% | 65,477 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -0.0% | 55,116 | $1.1M |
| KLR Investment Advisors, LLC | 0.71% | Add +13.3% | 51,725 | $985K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +10.9% | 44,311 | $886K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.7% | 43,737 | $874K |
| Royal Bank of Canada | 0.00% | Add +2.5% | 41,514 | $830K |
| Gridiron Partners, LLC | 0.52% | Reduce -38.4% | 40,673 | $813K |
| Shaker Financial Services, LLC | 0.30% | New | 38,902 | $778K |
| Kestra Advisory Services, LLC | 0.01% | Add +3.2% | 38,855 | $777K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.7% | 33,422 | $668K |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 32,906 | $658K |
| Bank of America Corp. | 0.00% | Add +4.1% | 31,385 | $627K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.8% | 22,075 | $441K |
| Daymark Wealth Partners, LLC | 0.02% | New | 19,700 | $394K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 18,860 | $377K |
| Wolverine Asset Management LLC | 0.03% | New | 14,887 | $298K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 14,833 | $279K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.5% | 13,612 | $272K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 13,570 | $271K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 12,298 | $246K |
| WealthBridge Capital Management, LLC | 0.08% | New | 12,060 | $241K |
| Cerity Partners LLC | 0.00% | Add +2.0% | 11,960 | $239K |
| NewEdge Wealth, LLC | 0.01% | No change | 12,074 | $230K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.4% | 11,250 | $225K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.6% | 11,134 | $223K |
| NewEdge Advisors, LLC | 0.00% | New | 10,816 | $216K |
| Hexagon Capital Partners LLC | 0.03% | No change | 5,999 | $120K |
| CoreCap Advisors, LLC | 0.01% | New | 5,132 | $103K |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 4,728 | $95K |
| Comerica Bank | 0.00% | Add +0.8% | 3,387 | $68K |
| US Bancorp \de | 0.00% | No change | 3,089 | $62K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 2,049 | $41K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,000 | $40K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,000 | $40K |
| Ransom Advisory, Ltd | 0.01% | — | 1,000 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 650 | $13K |
| Hilltop National Bank | 0.00% | — | 600 | $12K |
| Geneos Wealth Management Inc. | 0.00% | No change | 232 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 61 | $1K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 27 | $540 |
"% of holder's portfolio" is PSF's weight in each manager's 13F, not the share of Cohen & Steers Select Prefer the manager owns.