Who Owns COHEN & STEERS SELECT PFD & (PSF)? -- Institutional Holders (2026-06-30)

62 institutions reported holding $60.5M of COHEN & STEERS SELECT PFD & (PSF) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($13.2M), UBS Group AG ($7.3M), RAYMOND JAMES FINANCIAL INC ($3.4M), Invesco Ltd. ($3.2M), BALDWIN WEALTH PARTNERS LLC/MA ($3.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$13.2M655,031Trimmed
2UBS Group AG$7.3M360,739Added
3RAYMOND JAMES FINANCIAL INC$3.4M170,546Added
4Invesco Ltd.$3.2M161,041Added
5BALDWIN WEALTH PARTNERS LLC/MA$3.2M157,153Trimmed
6Smith Asset Management Co., LLC$2.6M129,643Trimmed
7Fiera Capital Corp$2.1M103,229Added
8Sanctuary Advisors, LLC$2.0M100,807Added
9Shaker Financial Services, LLC$2.0M98,818Added
10AMERIPRISE FINANCIAL INC$1.8M90,838Added
11LPL Financial LLC$1.7M86,178Added
12Gridiron Partners, LLC$1.7M84,339Added
13Pettinga Financial Advisors LLC$1.6M80,759Added
14Royal Bank of Canada$1.5M75,940Added
151607 Capital Partners, LLC$1.3M62,822Trimmed
16HARBOUR INVESTMENTS, INC.$1.2M60,881Hold
17Merit Financial Group, LLC$1.1M55,379Added
18Glaxis Capital Management, LLC$1.0M50,000Added
19KESTRA PRIVATE WEALTH SERVICES, LLC$976,19948,495Trimmed
20OSAIC HOLDINGS, INC.$791,83239,331Added
21WELLS FARGO & COMPANY/MN$686,60734,109Added
22TRUIST FINANCIAL CORP$665,88333,079Added
23Kestra Advisory Services, LLC$600,35329,824Trimmed
24BANK OF AMERICA CORP /DE/$552,26327,435Trimmed
25WealthBridge Capital Management, LLC$548,92527,269Hold

Source: SEC Form 13F filings · as of 2026-06-30