Cohen & Steers Select PreferPSF
13F holders, Q2 2025 (June 30)49holders
5new positions
6sold out
$20.14avg. 13F price*
At the end of Q2 2025, 49 institutions reported holding Cohen & Steers Select Prefer (PSF) in their 13F filings, unchanged from Q1 2025. 5 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($15.9M), UBS Group AG ($7.3M) and Guggenheim Capital LLC ($5.9M).
- Company
- Cohen & Steers Select Prefer
- CUSIP
- 19248Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.8M |
| Exits | 6 | $758K |
All 13F filers, Q1 2025 → Q2 2025: 222,382 shares bought and 71,855 shares sold, net +150,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Morgan Stanley | 0.00% | Reduce -0.6% | 791,444 | $15.9M |
| UBS Group AG | 0.00% | Reduce -0.8% | 364,208 | $7.3M |
| Guggenheim Capital LLC | 0.05% | Add +18.0% | 293,623 | $5.9M |
| Invesco Ltd. | 0.00% | Add +9.1% | 190,660 | $3.8M |
| Baldwin Wealth Partners LLC | 0.23% | Add +0.1% | 170,354 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 146,595 | $3.0M |
| Smith Asset Management Co., LLC | 2.36% | Reduce -1.1% | 135,886 | $2.7M |
| Shaker Financial Services, LLC | 0.64% | Add +29.6% | 87,569 | $1.8M |
| LPL Financial LLC | 0.00% | Add +23.0% | 80,087 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.3% | 75,243 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 67,262 | $1.4M |
| Merit Financial Group, LLC | 0.01% | New | 62,247 | $1.3M |
| Sit Investment Associates Inc. | 0.02% | No change | 49,132 | $990K |
| Harbour Investments, Inc. | 0.02% | Add +11.2% | 46,854 | $944K |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 44,494 | $896K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.3% | 41,782 | $841K |
| Cornerstone Advisory, LLC | 0.09% | Reduce -18.6% | 41,510 | $836K |
| Gridiron Partners, LLC | 0.50% | No change | 40,295 | $812K |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 33,495 | $675K |
| Bank of America Corp. | 0.00% | Add +0.8% | 31,928 | $643K |
| Wells Fargo & Company | 0.00% | Add +0.8% | 31,686 | $638K |
| WealthBridge Capital Management, LLC | 0.13% | Reduce -9.3% | 25,375 | $511K |
| Wolverine Asset Management LLC | 0.04% | Add +397.9% | 25,108 | $506K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 24,700 | $497K |
| Pettinga Financial Advisors LLC | 0.10% | Add +54.4% | 23,672 | $477K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 19,375 | $390K |
| Ameriprise Financial Inc. | 0.00% | Add +2.4% | 16,442 | $331K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 14,833 | $299K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -15.7% | 14,513 | $292K |
| Readystate Asset Management LP | 0.02% | Reduce -21.0% | 14,273 | $287K |
| Blue Oak Capital, LLC | 0.15% | Add +0.1% | 14,199 | $286K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 13,790 | $278K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.2% | 13,181 | $265K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 12,298 | $248K |
| NewEdge Wealth, LLC | 0.00% | No change | 12,074 | $248K |
| HighTower Advisors, LLC | 0.00% | New | 11,662 | $235K |
| Arlington Capital Management, Inc. | 0.19% | New | 10,736 | $216K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.1% | 10,000 | $201K |
| Comerica Bank | 0.00% | Add +1.1% | 7,123 | $143K |
| CoreCap Advisors, LLC | 0.00% | Reduce -7.8% | 4,732 | $95K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 3,296 | $66K |
| US Bancorp \de | 0.00% | No change | 3,089 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Add +32.0% | 2,501 | $50K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.1% | 2,103 | $42K |
| Barrett & Company, Inc. | 0.00% | No change | 650 | $13K |
| Hilltop National Bank | 0.00% | — | 600 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.0% | 500 | $10K |
| Financial Gravity Companies, Inc. | 0.00% | — | 142 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 5 | $101 |
"% of holder's portfolio" is PSF's weight in each manager's 13F, not the share of Cohen & Steers Select Prefer the manager owns.