Cohen & Steers Select PreferPSF
13F holders, Q3 2024 (September 30)44holders −2
1new positions
3sold out
$21.44avg. 13F price*
At the end of Q3 2024, 44 institutions reported holding Cohen & Steers Select Prefer (PSF) in their 13F filings, down 2 from Q2 2024. 1 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($13.6M), UBS Group AG ($6.5M) and Baldwin Wealth Partners LLC ($3.2M).
- Company
- Cohen & Steers Select Prefer
- CUSIP
- 19248Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 3 | $307K |
All 13F filers, Q2 2024 → Q3 2024: 228,849 shares bought and 48,772 shares sold, net +180,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Morgan Stanley | 0.00% | Add +5.0% | 635,939 | $13.6M |
| UBS Group AG | 0.00% | Add +12.0% | 304,217 | $6.5M |
| Baldwin Wealth Partners LLC | 0.22% | Add +3.1% | 150,314 | $3.2M |
| Cornerstone Advisory, LLC | 0.42% | Reduce -7.0% | 150,221 | $3.2M |
| Invesco Ltd. | 0.00% | Add +3.9% | 140,733 | $3.0M |
| Guggenheim Capital LLC | 0.02% | Add +66.0% | 126,847 | $2.7M |
| Raymond James & Associates | 0.00% | Add +17.6% | 124,939 | $2.7M |
| Shaker Financial Services, LLC | 0.66% | Add +118.4% | 81,753 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +30.8% | 71,877 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -3.0% | 66,046 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 53,341 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -4.9% | 49,258 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 40,858 | $876K |
| Gridiron Partners, LLC | 0.52% | No change | 40,295 | $864K |
| Bank of America Corp. | 0.00% | Add +12.6% | 34,709 | $744K |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 31,285 | $671K |
| Landscape Capital Management, L.L.C. | 0.06% | Reduce -32.4% | 26,937 | $578K |
| WealthBridge Capital Management, LLC | 0.16% | Add +74.6% | 25,860 | $554K |
| Daymark Wealth Partners, LLC | 0.02% | Add +25.4% | 24,700 | $530K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.1% | 20,813 | $446K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.2% | 20,634 | $442K |
| Ameriprise Financial Inc. | 0.00% | Add +16.7% | 14,904 | $320K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 14,833 | $310K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.8% | 13,784 | $296K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 13,693 | $294K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 13,656 | $293K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 12,298 | $264K |
| NewEdge Wealth, LLC | 0.00% | No change | 12,074 | $259K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 11,969 | $257K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 11,134 | $239K |
| Wells Fargo & Company | 0.00% | Add +52.2% | 7,437 | $159K |
| Hexagon Capital Partners LLC | 0.03% | No change | 5,999 | $129K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,132 | $110K |
| Comerica Bank | 0.00% | Add +0.8% | 3,444 | $74K |
| US Bancorp \de | 0.00% | No change | 3,089 | $66K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.4% | 2,029 | $43K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,000 | $43K |
| Ransom Advisory, Ltd | 0.01% | No change | 1,000 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 650 | $14K |
| Hilltop National Bank | 0.00% | No change | 600 | $13K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 320 | $7K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 173 | $4K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 27 | $579 |
"% of holder's portfolio" is PSF's weight in each manager's 13F, not the share of Cohen & Steers Select Prefer the manager owns.