Cohen & Steers Select PreferPSF
13F holders, Q4 2024 (December 31)53holders +9
9new positions
3sold out
$19.79avg. 13F price*
At the end of Q4 2024, 53 institutions reported holding Cohen & Steers Select Prefer (PSF) in their 13F filings, up 9 from Q3 2024. 9 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($13.5M), UBS Group AG ($6.9M) and Guggenheim Capital LLC ($3.6M).
- Company
- Cohen & Steers Select Prefer
- CUSIP
- 19248Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.4M |
| Exits | 3 | $453K |
All 13F filers, Q3 2024 → Q4 2024: 434,278 shares bought and 138,089 shares sold, net +296,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Morgan Stanley | 0.00% | Add +7.4% | 682,746 | $13.5M |
| UBS Group AG | 0.00% | Add +15.6% | 351,513 | $6.9M |
| Guggenheim Capital LLC | 0.03% | Add +43.1% | 181,511 | $3.6M |
| Baldwin Wealth Partners LLC | 0.23% | Add +14.3% | 171,734 | $3.4M |
| Invesco Ltd. | 0.00% | Add +15.8% | 163,037 | $3.2M |
| Smith Asset Management Co., LLC | 2.67% | — | 138,587 | $2.7M |
| Raymond James Financial Inc. | 0.00% | — | 135,214 | $2.7M |
| Cornerstone Advisory, LLC | 0.24% | Reduce -31.5% | 102,912 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +13.6% | 81,673 | $1.6M |
| Sit Investment Associates Inc. | 0.03% | New | 71,863 | $1.4M |
| Shaker Financial Services, LLC | 0.51% | Reduce -17.2% | 67,668 | $1.3M |
| LPL Financial LLC | 0.00% | Add +2.0% | 67,372 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +27.1% | 62,593 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +119.6% | 45,700 | $904K |
| Gridiron Partners, LLC | 0.50% | No change | 40,295 | $797K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.4% | 32,944 | $651K |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 32,401 | $641K |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 30,935 | $612K |
| WealthBridge Capital Management, LLC | 0.15% | Add +4.8% | 27,110 | $536K |
| Pettinga Financial Advisors LLC | 0.11% | New | 25,573 | $506K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 24,700 | $488K |
| Wells Fargo & Company | 0.00% | Add +223.3% | 24,041 | $475K |
| Marex Group Ltd | 0.01% | New | 23,432 | $463K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -28.8% | 19,174 | $379K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -64.3% | 19,021 | $376K |
| Readystate Asset Management LP | 0.03% | New | 16,889 | $334K |
| Ameriprise Financial Inc. | 0.00% | Add +2.4% | 15,268 | $302K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 14,833 | $293K |
| Wolverine Asset Management LLC | 0.02% | New | 14,339 | $283K |
| Blue Oak Capital, LLC | 0.17% | — | 14,108 | $279K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 13,734 | $272K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 13,699 | $271K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.3% | 13,473 | $266K |
| Noble Wealth Management PBC | 0.18% | — | 12,900 | $255K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 12,298 | $243K |
| NewEdge Wealth, LLC | 0.00% | No change | 12,074 | $239K |
| Cerity Partners LLC | 0.00% | Reduce -12.3% | 10,494 | $207K |
| Walleye Capital LLC | 0.00% | New | 10,418 | $206K |
| Rivernorth Capital Management, LLC | 0.01% | New | 10,112 | $200K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.1% | 10,007 | $198K |
| Hexagon Capital Partners LLC | 0.02% | No change | 5,999 | $119K |
| CoreCap Advisors, LLC | 0.00% | No change | 5,132 | $101K |
| Ameriflex Group, Inc. | 0.05% | — | 4,850 | $99K |
| Comerica Bank | 0.00% | Add +35.9% | 4,679 | $93K |
| US Bancorp \de | 0.00% | No change | 3,089 | $61K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.2% | 2,054 | $41K |
| Cullen/Frost Bankers, Inc. | 0.00% | 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 |
| Cwm, LLC | 0.00% | New | 251 | $5K |
| Elequin Capital, LP | 0.00% | New | 4 | $79 |
"% of holder's portfolio" is PSF's weight in each manager's 13F, not the share of Cohen & Steers Select Prefer the manager owns.