# COHEN & STEERS TAX ADVAN PFD (PTA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PTA/

- Reporting holders: 3
- Reported value: $175.0K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $109.3K | 6,285 | 0.0% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $39.6K | 2,280 | 0.0% | 6 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $26.1K | 1,500 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $175.0K |
| Q2 2026 | 62 | $250.5M |
| Q1 2026 | 58 | $243.4M |
| Q4 2025 | 61 | $256.9M |
| Q3 2025 | 52 | $257.1M |
| Q2 2025 | 51 | $262.1M |
| Q1 2025 | 53 | $231.2M |
| Q4 2024 | 54 | $236.0M |
| Q3 2024 | 41 | $235.9M |
| Q2 2024 | 42 | $219.1M |
| Q1 2024 | 41 | $347.5M |
| Q4 2023 | 40 | $265.3M |