Cohen & Steers Select PreferPSF
13F holders, Q4 2025 (December 31)53holders +4
8new positions
6sold out
$20.28avg. 13F price*
At the end of Q4 2025, 53 institutions reported holding Cohen & Steers Select Prefer (PSF) in their 13F filings, up 4 from Q3 2025. 8 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($17.1M), UBS Group AG ($7.0M) and Invesco Ltd. ($3.5M).
- Company
- Cohen & Steers Select Prefer
- CUSIP
- 19248Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.2M |
| Exits | 6 | $2.2M |
All 13F filers, Q3 2025 → Q4 2025: 333,844 shares bought and 5,501,532 shares sold, net −5,167,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Morgan Stanley | 0.00% | Add +5.3% | 841,222 | $17.1M |
| UBS Group AG | 0.00% | Reduce -2.1% | 342,962 | $7.0M |
| Invesco Ltd. | 0.00% | Reduce -4.5% | 171,732 | $3.5M |
| Baldwin Wealth Partners LLC | 0.22% | Add +0.1% | 168,944 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +5.1% | 152,594 | $3.1M |
| Guggenheim Capital LLC | 0.02% | Reduce -40.4% | 140,450 | $2.8M |
| Smith Asset Management Co., LLC | 2.22% | Reduce -1.6% | 132,349 | $2.7M |
| Fiera Capital Corp | 0.01% | Add +84.5% | 104,721 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +94.3% | 87,543 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +367.9% | 83,560 | $1.7M |
| LPL Financial LLC | 0.00% | Add +2.1% | 82,126 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -29.0% | 73,382 | $1.5M |
| Shaker Financial Services, LLC | 0.46% | Add +1.6% | 72,187 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 59,736 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -4.2% | 57,370 | $1.2M |
| Glaxis Capital Management, LLC | 1.56% | New | 45,000 | $913K |
| Harbour Investments, Inc. | 0.02% | No change | 44,631 | $905K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.1% | 42,298 | $858K |
| Gridiron Partners, LLC | 0.47% | Reduce -99.2% | 40,295 | $817K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.6% | 37,661 | $764K |
| Cornerstone Advisory, LLC | 0.07% | No change | 35,510 | $720K |
| Truist Financial Corp. | 0.00% | Add +2.1% | 33,142 | $672K |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 32,935 | $668K |
| Bank of America Corp. | 0.00% | Reduce -5.7% | 29,367 | $596K |
| Pettinga Financial Advisors LLC | 0.11% | New | 29,199 | $592K |
| WealthBridge Capital Management, LLC | 0.12% | Reduce -0.5% | 25,541 | $518K |
| Noble Wealth Management PBC | 0.18% | Add +2.4% | 17,880 | $363K |
| Logan Stone Capital, LLC | 0.09% | New | 17,077 | $346K |
| Marex Group Ltd | 0.00% | New | 15,598 | $316K |
| US Bancorp \de | 0.00% | Add +86.4% | 14,911 | $302K |
| Composition Wealth, LLC | 0.00% | Reduce -1.8% | 14,021 | $284K |
| NewEdge Advisors, LLC | 0.00% | Add +2.3% | 13,790 | $280K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 13,700 | $278K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.9% | 12,881 | $261K |
| Rockefeller Capital Management L.P. | 0.00% | Add +30.2% | 12,690 | $257K |
| Comerica Bank | 0.00% | Add +70.0% | 12,219 | $248K |
| NewEdge Wealth, LLC | 0.00% | No change | 12,074 | $245K |
| Arlington Capital Management, Inc. | 0.14% | Add +6.7% | 11,277 | $229K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 11,140 | $226K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.2% | 10,000 | $203K |
| Paladin Partners, LLC | 0.09% | — | 5,930 | $120K |
| CoreCap Advisors, LLC | 0.00% | No change | 4,732 | $96K |
| Ameriflex Group, Inc. | 0.04% | Reduce -50.0% | 3,650 | $74K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.4% | 2,723 | $55K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,501 | $51K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 884 | $18K |
| Barrett & Company, Inc. | 0.00% | No change | 650 | $13K |
| Triumph Capital Management | 0.00% | New | 650 | $13K |
| Hilltop National Bank | 0.00% | No change | 600 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 500 | $10K |
| Global Retirement Partners, LLC | 0.00% | New | 275 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 109 | $2K |
| WPG Advisers, LLC | 0.00% | New | 45 | $913 |
"% of holder's portfolio" is PSF's weight in each manager's 13F, not the share of Cohen & Steers Select Prefer the manager owns.