Cohen & Steers Select PreferPSF
13F holders, Q1 2025 (March 31)49holders −4
3new positions
7sold out
$19.98avg. 13F price*
At the end of Q1 2025, 49 institutions reported holding Cohen & Steers Select Prefer (PSF) in their 13F filings, down 4 from Q4 2024. 3 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($15.9M), UBS Group AG ($7.3M) and Guggenheim Capital LLC ($5.0M).
- Company
- Cohen & Steers Select Prefer
- CUSIP
- 19248Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $536K |
| Exits | 7 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 305,724 shares bought and 165,970 shares sold, net +139,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Morgan Stanley | 0.00% | Add +16.6% | 795,976 | $15.9M |
| UBS Group AG | 0.00% | Add +4.5% | 367,141 | $7.3M |
| Guggenheim Capital LLC | 0.05% | Add +37.1% | 248,915 | $5.0M |
| Invesco Ltd. | 0.00% | Add +7.2% | 174,809 | $3.5M |
| Baldwin Wealth Partners LLC | 0.24% | Reduce -0.9% | 170,105 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +6.5% | 144,004 | $2.9M |
| Smith Asset Management Co., LLC | 2.59% | Reduce -0.9% | 137,342 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -6.6% | 76,260 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +12.6% | 70,488 | $1.4M |
| Shaker Financial Services, LLC | 0.53% | Reduce -0.2% | 67,543 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 65,107 | $1.3M |
| Cornerstone Advisory, LLC | 0.11% | Reduce -50.5% | 50,978 | $982K |
| Sit Investment Associates Inc. | 0.02% | Reduce -31.6% | 49,132 | $982K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.0% | 43,400 | $868K |
| Kestra Advisory Services, LLC | 0.00% | Add +29.8% | 42,770 | $855K |
| Harbour Investments, Inc. | 0.02% | Add +206.9% | 42,154 | $843K |
| Gridiron Partners, LLC | 0.52% | No change | 40,295 | $805K |
| Truist Financial Corp. | 0.00% | Add +9.0% | 33,724 | $674K |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 31,677 | $633K |
| Wells Fargo & Company | 0.00% | Add +30.8% | 31,436 | $628K |
| WealthBridge Capital Management, LLC | 0.16% | Add +3.1% | 27,960 | $559K |
| Pathstone Holdings, LLC | 0.00% | New | 24,759 | $498K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 24,700 | $494K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 19,186 | $384K |
| Readystate Asset Management LP | 0.03% | Add +6.9% | 18,058 | $361K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -10.2% | 17,213 | $344K |
| Ameriprise Financial Inc. | 0.00% | Add +5.2% | 16,063 | $321K |
| Pettinga Financial Advisors LLC | 0.07% | Reduce -40.0% | 15,333 | $307K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 14,833 | $297K |
| Blue Oak Capital, LLC | 0.16% | Add +0.6% | 14,186 | $284K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 13,744 | $275K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 13,477 | $269K |
| Noble Wealth Management PBC | 0.17% | Reduce -0.8% | 12,800 | $256K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 12,298 | $246K |
| NewEdge Wealth, LLC | 0.00% | No change | 12,074 | $241K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,007 | $200K |
| Comerica Bank | 0.00% | Add +50.6% | 7,047 | $141K |
| Hexagon Capital Partners LLC | 0.02% | No change | 5,999 | $120K |
| CoreCap Advisors, LLC | 0.00% | No change | 5,132 | $103K |
| Wolverine Asset Management LLC | 0.01% | Reduce -64.8% | 5,043 | $101K |
| Ameriflex Group, Inc. | 0.04% | Reduce -6.2% | 4,550 | $91K |
| US Bancorp \de | 0.00% | No change | 3,089 | $62K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.3% | 2,080 | $42K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,000 | $40K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,895 | $38K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 650 | $13K |
| Elequin Capital, LP | 0.00% | Add +10050.0% | 406 | $8K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 19 | $1K |
"% of holder's portfolio" is PSF's weight in each manager's 13F, not the share of Cohen & Steers Select Prefer the manager owns.