Cohen & Steers Select PreferPSF
13F holders, Q3 2025 (September 30)49holders
8new positions
7sold out
$7.74avg. 13F price*
At the end of Q3 2025, 49 institutions reported holding Cohen & Steers Select Prefer (PSF) in their 13F filings, unchanged from Q2 2025. 8 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($16.6M), UBS Group AG ($7.3M) and Guggenheim Capital LLC ($4.9M).
- Company
- Cohen & Steers Select Prefer
- CUSIP
- 19248Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.6M |
| Exits | 7 | $2.2M |
All 13F filers, Q2 2025 → Q3 2025: 5,454,601 shares bought and 245,218 shares sold, net +5,209,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Morgan Stanley | 0.00% | Add +0.9% | 798,846 | $16.6M |
| UBS Group AG | 0.00% | Reduce -3.8% | 350,408 | $7.3M |
| Guggenheim Capital LLC | 0.04% | Reduce -19.8% | 235,502 | $4.9M |
| Invesco Ltd. | 0.00% | Reduce -5.7% | 179,830 | $3.7M |
| Baldwin Wealth Partners LLC | 0.23% | Reduce -0.9% | 168,837 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 145,220 | $3.0M |
| Smith Asset Management Co., LLC | 2.38% | Reduce -1.0% | 134,523 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +37.4% | 103,391 | $2.1M |
| LPL Financial LLC | 0.00% | Add +0.4% | 80,422 | $1.7M |
| Shaker Financial Services, LLC | 0.51% | Reduce -18.9% | 71,013 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 64,197 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.8% | 59,909 | $1.2M |
| Fiera Capital Corp | 0.00% | New | 56,746 | $1.2M |
| Sit Investment Associates Inc. | 0.02% | Add +6.3% | 52,250 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | New | 45,059 | $936K |
| Harbour Investments, Inc. | 0.02% | Reduce -4.7% | 44,631 | $927K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.9% | 43,649 | $892K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.5% | 40,746 | $847K |
| Gridiron Partners, LLC | 0.48% | Add +12990.5% | 5,274,815 | $837K |
| Pathstone Holdings, LLC | 0.00% | New | 35,889 | $746K |
| Cornerstone Advisory, LLC | 0.07% | Reduce -14.4% | 35,510 | $738K |
| Wells Fargo & Company | 0.00% | Add +4.8% | 33,206 | $690K |
| Truist Financial Corp. | 0.00% | Reduce -3.1% | 32,456 | $674K |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 31,131 | $647K |
| WealthBridge Capital Management, LLC | 0.13% | Add +1.2% | 25,675 | $534K |
| Ameriprise Financial Inc. | 0.00% | Add +8.6% | 17,857 | $371K |
| Noble Wealth Management PBC | 0.19% | — | 17,470 | $363K |
| Composition Wealth, LLC | 0.00% | New | 14,272 | $297K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 13,835 | $287K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -44.5% | 13,700 | $285K |
| NewEdge Advisors, LLC | 0.00% | Add +2.3% | 13,485 | $280K |
| NewEdge Wealth, LLC | 0.00% | No change | 12,074 | $251K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -6.9% | 11,448 | $238K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -24.9% | 11,140 | $231K |
| Arlington Capital Management, Inc. | 0.14% | Reduce -1.5% | 10,574 | $220K |
| Integrated Wealth Concepts LLC | 0.00% | Add +5.4% | 10,543 | $219K |
| Rockefeller Capital Management L.P. | 0.00% | New | 9,744 | $202K |
| US Bancorp \de | 0.00% | Add +159.0% | 8,000 | $166K |
| Ameriflex Group, Inc. | 0.06% | New | 7,300 | $152K |
| Comerica Bank | 0.00% | Add +0.9% | 7,186 | $149K |
| CoreCap Advisors, LLC | 0.00% | No change | 4,732 | $98K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 3,296 | $68K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,501 | $52K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,259 | $47K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.6% | 2,116 | $44K |
| Johnson Financial Group, Inc. | 0.00% | New | 695 | $14K |
| Barrett & Company, Inc. | 0.00% | No change | 650 | $14K |
| Hilltop National Bank | 0.00% | No change | 600 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 500 | $10K |
"% of holder's portfolio" is PSF's weight in each manager's 13F, not the share of Cohen & Steers Select Prefer the manager owns.