COHEN & STEERS SELECT PREFER (PSF) Institutional Ownership Changes & 13F Activity

COHEN & STEERS SELECT PREFER (PSF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Invesco Ltd., Ameriprise Financial Inc, Gridiron Partners, Llc, and 1607 Capital Partners, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
1607 Capital Partners, LlcSell-48,962-43.8%62,822$1.26MQ2 2026Sep 02, 2026
Invesco Ltd.Buy+161,041—161,041$3.24MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+90,838—90,838$1.83MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+7,224+4.4%170,546$3.43MQ2 2026Aug 14, 2026
Logan Stone Capital, LlcSell-4,871-19.7%19,860$399.78KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,775—1,775$35.73KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,185+1.6%75,940$1.53MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+578+1.5%39,331$791.83KQ2 2026Aug 14, 2026
Bank Of America CorpSell-509-1.8%27,435$552.26KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+151+0.4%34,109$686.61KQ2 2026Aug 14, 2026
Morgan StanleySell-207,564-24.1%655,031$13.19MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+8,924+9.7%100,807$2.03MQ2 2026Aug 13, 2026
Ubs Group AgBuy+8,842+2.5%360,739$7.26MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+221+1.7%12,928$260.26KQ2 2026Aug 13, 2026
Newedge Advisors, LlcSell-596-4.4%12,798$257.63KQ2 2026Aug 12, 2026
Glaxis Capital Management, LlcBuy+4,200+9.2%50,000$1.01MQ2 2026Aug 11, 2026
Wolverine Asset Management LlcSell-8,588-63.4%4,964$99.92KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+4,497+5.5%86,178$1.73MQ2 2026Aug 07, 2026
Fiera Capital CorpBuy+3,312+3.3%103,229$2.08MQ2 2026Aug 07, 2026
Wpg Advisers, LlcBuy+1+2.1%48$966.00Q2 2026Aug 06, 2026
Gridiron Partners, LlcBuy+50,253+147.4%84,339$1.70MQ2 2026Aug 05, 2026
Fifth Third BancorpSell-7,935-62.2%4,817$96.96KQ2 2026Aug 05, 2026
Cornerstone Advisory, LlcSell-6,000-30.0%14,000$281.82KQ2 2026Jul 29, 2026
Kestra Private Wealth Services, LlcSell-10,420-17.7%48,495$976.20KQ2 2026Jul 28, 2026
Kestra Advisory Services, LlcSell-8,437-22.1%29,824$600.35KQ2 2026Jul 28, 2026
Truist Financial CorpBuy+19+0.1%33,079$665.88KQ2 2026Jul 28, 2026
Composition Wealth, LlcSell-540-3.0%17,308$348.42KQ2 2026Jul 22, 2026
Triumph Capital ManagementSell-200-30.8%450$9.06KQ2 2026Jul 21, 2026
Merit Financial Group, LlcBuy+244+0.4%55,379$1.11MQ2 2026Jul 20, 2026
Farther Finance Advisors, LlcSell-1,095-43.8%1,406$28.30KQ2 2026Jul 17, 2026
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Frequently asked questions about PSF activity

  • Which institutional owners are buying PSF?

    Institutional owners buying PSF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PSF activity?

    "Buy" means an investor increased their reported position in PSF compared to the prior reporting period. This reflects growing exposure to COHEN & STEERS SELECT PREFER (PSF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PSF increasing?

    Institutional interest in PSF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.