COHEN & STEERS SELECT PFD & (PSF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
55
Reporting holders
$61.6M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $13.2M | 655,031 | 0.00% | 35q | -24.1%-$4.2M |
| UBS Group AG | $7.3M | 360,739 | 0.00% | 31q | +2.5%+$178.0K |
| RAYMOND JAMES FINANCIAL INC | $3.4M | 170,546 | 0.00% | 7q | +4.4%+$145.4K |
| Invesco Ltd. | $3.2M | 161,041 | 0.00% | 31q | +5.0%+$154.6K |
| BALDWIN WEALTH PARTNERS LLC/MA | $3.2M | 157,153 | 0.21% | 31q | -2.3%-$73.8K |
| Smith Asset Management Co., LLC | $2.6M | 129,643 | 2.05% | 7q | -0.7%-$18.5K |
| Merit Financial Group, LLC | $2.2M | 110,758 | 0.01% | 5q | +100.9%+$1.1M |
| Fiera Capital Corp | $2.1M | 103,229 | 0.01% | 4q | +3.3%+$66.7K |
| Sanctuary Advisors, LLC | $2.0M | 100,807 | 0.01% | 4q | +9.7%+$179.6K |
| Shaker Financial Services, LLC | $2.0M | 98,818 | 0.62% | 10q | +27.0%+$423.2K |
| AMERIPRISE FINANCIAL INC | $1.8M | 90,838 | 0.00% | 9q | -44.1%-$1.4M |
| LPL Financial LLC | $1.7M | 86,178 | 0.00% | 28q | +5.5%+$90.5K |
| Gridiron Partners, LLC | $1.7M | 84,339 | 0.89% | 11q | +147.4%+$1.0M |
| Pettinga Financial Advisors LLC | $1.6M | 80,759 | 0.26% | 3q | +101.2%+$817.5K |
| ROYAL BANK OF CANADA | $1.5M | 75,940 | 0.00% | 31q | +1.6%+$23.9K |
| 1607 Capital Partners, LLC | $1.3M | 62,822 | 0.11% | 2q | -43.8%-$985.6K |
| HARBOUR INVESTMENTS, INC. | $1.2M | 60,881 | 0.02% | 21q | HELD |
| Glaxis Capital Management, LLC | $1.0M | 50,000 | 2.02% | 3q | +9.2%+$84.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $976.2K | 48,495 | 0.01% | 15q | -17.7%-$209.8K |
| OSAIC HOLDINGS, INC. | $791.8K | 39,331 | 0.00% | 26q | +1.5%+$11.6K |
| WELLS FARGO & COMPANY/MN | $686.6K | 34,109 | 0.00% | 31q | -49.8%-$680.5K |
| TRUIST FINANCIAL CORP | $665.9K | 33,079 | 0.00% | 27q | HELD |
| Kestra Advisory Services, LLC | $600.4K | 29,824 | 0.00% | 24q | -22.1%-$169.8K |
| BANK OF AMERICA CORP /DE/ | $552.3K | 27,435 | 0.00% | 31q | -1.8%-$10.2K |
| WealthBridge Capital Management, LLC | $548.9K | 27,269 | 0.11% | 10q | HELD |
| Noble Wealth Management PBC | $403.7K | 20,055 | 0.18% | 6q | +16.4%+$56.9K |
| Logan Stone Capital, LLC | $399.8K | 19,860 | 0.08% | 3q | -19.7%-$98.1K |
| Composition Wealth, LLC | $348.4K | 17,308 | 0.00% | 4q | -3.0%-$10.9K |
| US BANCORP \DE\ | $300.2K | 14,911 | 0.00% | 11q | HELD |
| Cornerstone Advisory, LLC | $281.8K | 14,000 | 0.02% | 13q | -30.0%-$120.8K |
| Rockefeller Capital Management L.P. | $260.3K | 12,928 | 0.00% | 4q | +1.7%+$4.4K |
| NewEdge Advisors, LLC | $257.6K | 12,798 | 0.00% | 10q | -4.4%-$12.0K |
| NewEdge Wealth, LLC | $243.1K | 12,074 | 0.00% | 15q | HELD |
| Physician Wealth Advisors, Inc. | $224.2K | 11,140 | 0.03% | 25q | HELD |
| Integrated Wealth Concepts LLC | $201.3K | 10,000 | 0.00% | 11q | HELD |
| Paladin Partners, LLC | $119.4K | 5,930 | 0.08% | new | FIRST |
| WOLVERINE ASSET MANAGEMENT LLC | $99.9K | 4,964 | 0.00% | 2q | -63.4%-$172.9K |
| FIFTH THIRD BANCORP | $97.0K | 4,817 | 0.00% | 2q | -62.2%-$159.7K |
| CoreCap Advisors, LLC | $95.3K | 4,732 | 0.00% | 10q | HELD |
| AMERIFLEX GROUP, INC. | $73.5K | 3,650 | 0.03% | 4q | HELD |
| MassMutual Private Wealth & Trust, FSB | $54.8K | 2,723 | 0.00% | 5q | HELD |
| HUNTINGTON NATIONAL BANK | $40.3K | 2,000 | 0.00% | 14q | HELD |
| IFG Advisory, LLC | $35.7K | 1,775 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $28.3K | 1,406 | 0.00% | 6q | -43.8%-$22.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.4K | 1,363 | 0.00% | new | NEW |
| Highland Investment Advisors LLC | $22.1K | 1,100 | 0.01% | new | FIRST |
| BARRETT & COMPANY, INC. | $13.1K | 650 | 0.00% | 16q | HELD |
| Hilltop National Bank | $12.1K | 600 | 0.00% | 9q | HELD |
| PNC Financial Services Group, Inc. | $10.1K | 500 | 0.00% | 22q | HELD |
| Triumph Capital Management | $9.1K | 450 | 0.00% | 3q | -30.8%-$4.0K |
| Global Retirement Partners, LLC | $6.2K | 306 | 0.00% | 2q | +11.3% |
| HIGHLINE WEALTH PARTNERS LLC | $3.0K | 150 | 0.00% | 2q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $2.2K | 109 | 0.00% | 3q | HELD |
| WPG Advisers, LLC | $966 | 48 | 0.00% | 3q | +2.1% |
| WHITTIER TRUST CO OF NEVADA INC | $382 | 19 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Morgan Stanleywith 1 co-filers | 4.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 55 | $61.6M | 3,061,430 | 2 | 17 | 17 | 0.0% |
| Q1 2026 | 55 | $65.2M | 3,362,521 | 7 | 17 | 14 | 0.0% |
| Q4 2025 | 53 | $64.4M | 3,175,025 | 8 | 14 | 18 | 0.0% |
| Q3 2025 | 48 | $62.6M | 3,014,773 | 8 | 11 | 19 | 0.0% |
| Q2 2025 | 49 | $63.4M | 3,147,456 | 6 | 17 | 13 | 0.0% |
| Q1 2025 | 48 | $58.8M | 2,941,706 | 2 | 18 | 12 | 0.0% |
| Q4 2024 | 52 | $55.0M | 2,779,589 | 7 | 14 | 10 | 0.0% |
| Q3 2024 | 45 | $50.9M | 2,376,870 | 1 | 17 | 8 | 0.0% |
| Q2 2024 | 47 | $43.4M | 2,194,744 | 2 | 15 | 9 | 0.0% |
| Q1 2024 | 47 | $64.6M | 3,236,814 | 9 | 11 | 10 | 0.0% |
| Q4 2023 | 40 | $48.3M | 2,553,601 | 7 | 13 | 10 | 0.0% |
| Q3 2023 | 40 | $32.2M | 1,778,410 | 4 | 13 | 11 | 0.0% |
| Q2 2023 | 39 | $29.2M | 1,609,496 | 2 | 16 | 6 | 0.0% |
| Q1 2023 | 41 | $27.1M | 1,499,838 | 6 | 10 | 13 | 0.0% |
| Q4 2022 | 41 | $28.2M | 1,504,602 | 11 | 13 | 9 | 0.0% |
| Q3 2022 | 43 | $24.7M | 1,375,201 | 4 | 9 | 10 | 0.0% |
| Q2 2022 | 44 | $31.8M | 1,562,133 | 5 | 12 | 14 | 0.0% |
| Q1 2022 | 44 | $38.7M | 1,678,077 | 5 | 15 | 11 | 0.0% |
| Q4 2021 | 46 | $45.3M | 1,690,416 | 4 | 13 | 8 | 0.0% |
| Q3 2021 | 45 | $46.9M | 1,644,829 | 5 | 13 | 12 | 0.0% |
| Q2 2021 | 46 | $54.0M | 1,762,031 | 5 | 16 | 11 | 0.0% |
| Q1 2021 | 47 | $49.7M | 1,790,710 | 6 | 16 | 13 | 0.0% |
| Q4 2020 | 45 | $51.8M | 1,848,764 | 9 | 13 | 9 | 0.0% |
| Q3 2020 | 40 | $46.0M | 1,734,523 | 9 | 6 | 5 | 0.0% |
| Q2 2020 | 33 | $29.7M | 1,205,412 | 7 | 9 | 6 | 0.0% |
| Q1 2020 | 32 | $24.1M | 1,089,215 | 1 | 7 | 11 | 0.0% |
| Q4 2019 | 41 | $36.1M | 1,146,322 | 5 | 10 | 8 | 0.0% |
| Q3 2019 | 37 | $31.3M | 1,060,251 | 6 | 11 | 6 | 0.0% |
| Q2 2019 | 37 | $29.5M | 1,047,390 | 8 | 9 | 7 | 0.0% |
| Q1 2019 | 33 | $27.4M | 1,025,756 | 2 | 12 | 8 | 0.0% |
| Q4 2018 | 35 | $24.7M | 1,040,907 | 0 | 0 | 1 | 0.0% |