Cohen & Steers Select PreferPSF
13F holders, Q1 2026 (March 31)56holders +3
7new positions
2sold out
$19.39avg. 13F price*
At the end of Q1 2026, 56 institutions reported holding Cohen & Steers Select Prefer (PSF) in their 13F filings, up 3 from Q4 2025. 7 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($16.7M), UBS Group AG ($6.8M) and Raymond James Financial Inc. ($3.2M).
- Company
- Cohen & Steers Select Prefer
- CUSIP
- 19248Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.9M |
| Exits | 2 | $594K |
All 13F filers, Q4 2025 → Q1 2026: 260,679 shares bought and 162,548 shares sold, net +98,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Morgan Stanley | 0.00% | Add +2.5% | 862,595 | $16.7M |
| UBS Group AG | 0.00% | Add +2.6% | 351,897 | $6.8M |
| Raymond James Financial Inc. | 0.00% | Add +7.0% | 163,322 | $3.2M |
| Baldwin Wealth Partners LLC | 0.23% | Reduce -4.8% | 160,817 | $3.1M |
| Invesco Ltd. | 0.00% | Reduce -10.7% | 153,362 | $3.0M |
| Smith Asset Management Co., LLC | 2.17% | Reduce -1.4% | 130,560 | $2.5M |
| 1607 Capital Partners, LLC | 0.16% | New | 111,784 | $2.2M |
| Fiera Capital Corp | 0.01% | Reduce -4.6% | 99,917 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +5.0% | 91,883 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Reduce -37.3% | 88,000 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 81,681 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 81,286 | $1.6M |
| Shaker Financial Services, LLC | 0.53% | Add +7.8% | 77,794 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +25.1% | 74,755 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Add +36.4% | 60,881 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -19.7% | 58,915 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.9% | 55,135 | $1.1M |
| Glaxis Capital Management, LLC | 1.11% | Add +1.8% | 45,800 | $888K |
| Pettinga Financial Advisors LLC | 0.15% | Add +37.5% | 40,147 | $778K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.4% | 38,753 | $752K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.6% | 38,261 | $742K |
| Gridiron Partners, LLC | 0.40% | Reduce -15.4% | 34,086 | $661K |
| Wells Fargo & Company | 0.00% | Add +3.1% | 33,958 | $658K |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 33,060 | $641K |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 27,944 | $542K |
| WealthBridge Capital Management, LLC | 0.12% | Add +6.8% | 27,269 | $529K |
| Logan Stone Capital, LLC | 0.13% | Add +44.8% | 24,731 | $480K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -43.7% | 20,000 | $388K |
| Composition Wealth, LLC | 0.00% | Add +27.3% | 17,848 | $346K |
| Noble Wealth Management PBC | 0.17% | Reduce -3.6% | 17,230 | $334K |
| US Bancorp \de | 0.00% | No change | 14,911 | $289K |
| Wolverine Asset Management LLC | 0.01% | New | 13,552 | $263K |
| Readystate Asset Management LP | 0.03% | New | 13,536 | $262K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.9% | 13,394 | $260K |
| Fifth Third Bancorp | 0.00% | New | 12,752 | $247K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 12,707 | $246K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.5% | 12,430 | $241K |
| NewEdge Wealth, LLC | 0.00% | No change | 12,074 | $234K |
| Arlington Capital Management, Inc. | 0.12% | Reduce -0.2% | 11,254 | $218K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 11,140 | $216K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,000 | $194K |
| Paladin Partners, LLC | 0.08% | No change | 5,930 | $115K |
| CoreCap Advisors, LLC | 0.00% | No change | 4,732 | $92K |
| Ameriflex Group, Inc. | 0.04% | No change | 3,650 | $71K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2,723 | $53K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,501 | $49K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1.9% | 901 | $17K |
| Triumph Capital Management | 0.00% | No change | 650 | $13K |
| Barrett & Company, Inc. | 0.00% | No change | 650 | $13K |
| Hilltop National Bank | 0.00% | No change | 600 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 500 | $10K |
| Highline Wealth Partners LLC | 0.00% | New | 150 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 109 | $2K |
| WPG Advisers, LLC | 0.00% | Add +4.4% | 47 | $911 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 19 | $374 |
| BlackRock, Inc. | 0.00% | New | 18 | $353 |
"% of holder's portfolio" is PSF's weight in each manager's 13F, not the share of Cohen & Steers Select Prefer the manager owns.