Cohen & Steers Select PreferPSF
13F holders, Q2 2024 (June 30)46holders −1
3new positions
2sold out
$19.78avg. 13F price*
At the end of Q2 2024, 46 institutions reported holding Cohen & Steers Select Prefer (PSF) in their 13F filings, down 1 from Q1 2024. 3 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($12.0M), UBS Group AG ($5.4M) and Cornerstone Advisory, LLC ($3.2M).
- Company
- Cohen & Steers Select Prefer
- CUSIP
- 19248Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $295K |
| Exits | 2 | $226K |
All 13F filers, Q1 2024 → Q2 2024: 176,446 shares bought and 31,639 shares sold, net +144,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Morgan Stanley | 0.00% | Add +5.7% | 605,734 | $12.0M |
| UBS Group AG | 0.00% | Add +0.4% | 271,650 | $5.4M |
| Cornerstone Advisory, LLC | 0.45% | Reduce -1.1% | 161,444 | $3.2M |
| Baldwin Wealth Partners LLC | 0.22% | Add +11.2% | 145,755 | $2.9M |
| Invesco Ltd. | 0.00% | Add +12.8% | 135,431 | $2.7M |
| Raymond James & Associates | 0.00% | Add +15.0% | 106,251 | $2.1M |
| Guggenheim Capital LLC | 0.01% | Add +38.7% | 76,431 | $1.5M |
| LPL Financial LLC | 0.00% | Add +4.0% | 68,090 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +24.0% | 54,936 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.1% | 52,508 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +24.8% | 51,802 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +4.9% | 40,773 | $806K |
| Gridiron Partners, LLC | 0.51% | Reduce -0.9% | 40,295 | $797K |
| Landscape Capital Management, L.L.C. | 0.07% | Add +111.3% | 39,850 | $788K |
| Shaker Financial Services, LLC | 0.30% | Reduce -3.8% | 37,426 | $740K |
| Truist Financial Corp. | 0.00% | Reduce -3.7% | 31,688 | $627K |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 30,827 | $610K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.4% | 21,317 | $422K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.0% | 21,054 | $416K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 19,700 | $390K |
| Wolverine Asset Management LLC | 0.03% | Add +2.7% | 15,293 | $302K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 14,833 | $298K |
| WealthBridge Capital Management, LLC | 0.10% | Add +22.8% | 14,810 | $293K |
| NewEdge Advisors, LLC | 0.00% | Add +33.9% | 14,480 | $286K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 13,654 | $270K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 13,614 | $269K |
| Ameriprise Financial Inc. | 0.00% | New | 12,774 | $245K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 12,298 | $243K |
| NewEdge Wealth, LLC | 0.01% | No change | 12,074 | $239K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 11,965 | $237K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 11,134 | $220K |
| Hexagon Capital Partners LLC | 0.03% | No change | 5,999 | $119K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,132 | $102K |
| Wells Fargo & Company | 0.00% | Add +3.4% | 4,887 | $97K |
| Comerica Bank | 0.00% | Add +0.9% | 3,417 | $68K |
| US Bancorp \de | 0.00% | No change | 3,089 | $61K |
| Activest Wealth Management | 0.02% | New | 2,500 | $49K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,000 | $40K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,000 | $40K |
| Ransom Advisory, Ltd | 0.01% | No change | 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% | No change | 600 | $12K |
| Gilliland Jeter Wealth Management LLC | 0.00% | Reduce -84.4% | 320 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 232 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 27 | $535 |
"% of holder's portfolio" is PSF's weight in each manager's 13F, not the share of Cohen & Steers Select Prefer the manager owns.