COHEN & STEERS SELECT PREFER (PSF) Institutional Shareholders
COHEN & STEERS SELECT PREFER (PSF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $60.34M in PSF holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PSF tracked by InsiderSet, reporting ownership valued at approximately $13.19M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.04M, representing an estimated loss of -8.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed PSF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in COHEN & STEERS SELECT PREFER (PSF).
This page ranks the largest institutional PSF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$60.34M
Largest Holder
Morgan Stanley
Largest Position
$13.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 655,031 | $13,185,811 | $12,039,470 | -$1,146,341 | -8.69% | |
| Ubs Group Ag | 0.00% | 360,739 | $7,261,676 | $6,630,383 | -$631,293 | -8.69% | |
| Raymond James Financial Inc | 0.00% | 170,546 | $3,433,088 | $3,134,635 | -$298,453 | -8.69% | |
| Invesco Ltd. | 0.00% | 161,041 | $3,241,755 | $2,959,934 | -$281,821 | -8.69% | |
| Baldwin Wealth Partners Llc/Ma | 0.21% | 157,153 | $3,163,490 | $2,888,472 | -$275,018 | -8.69% | |
| Smith Asset Management Co., Llc | 2.05% | 129,643 | $2,609,720 | $2,382,838 | -$226,882 | -8.69% | |
| Fiera Capital Corp | 0.01% | 103,229 | $2,078,000 | $1,897,349 | -$180,651 | -8.69% | |
| Sanctuary Advisors, Llc | 0.01% | 100,807 | $2,029,247 | $1,852,833 | -$176,414 | -8.69% | |
| Shaker Financial Services, Llc | 0.62% | 98,818 | $1,989,207 | $1,816,275 | -$172,932 | -8.69% | |
| Ameriprise Financial Inc | 0.00% | 90,838 | $1,828,567 | $1,669,602 | -$158,965 | -8.69% | |
| Lpl Financial Llc | 0.00% | 86,178 | $1,734,768 | $1,583,952 | -$150,816 | -8.69% | |
| Gridiron Partners, Llc | 0.89% | 84,339 | $1,697,744 | $1,550,151 | -$147,593 | -8.69% | |
| Pettinga Financial Advisors Llc | 0.26% | 80,759 | $1,625,688 | $1,484,350 | -$141,338 | -8.69% | |
| Royal Bank Of Canada | 0.00% | 75,940 | $1,529,000 | $1,395,777 | -$133,223 | -8.71% | |
| 1607 Capital Partners, Llc | 0.11% | 62,822 | $1,264,607 | $1,154,668 | -$109,939 | -8.69% | |
| Harbour Investments, Inc. | 0.02% | 60,881 | $1,225,535 | $1,118,993 | -$106,542 | -8.69% | |
| Merit Financial Group, Llc | 0.01% | 55,379 | $1,114,779 | $1,017,866 | -$96,913 | -8.69% | |
| Glaxis Capital Management, Llc | 2.02% | 50,000 | $1,006,500 | $919,000 | -$87,500 | -8.69% | |
| Kestra Private Wealth Services, Llc | 0.01% | 48,495 | $976,199 | $891,338 | -$84,861 | -8.69% | |
| Osaic Holdings, Inc. | 0.00% | 39,331 | $791,832 | $722,904 | -$68,928 | -8.70% | |
| Wells Fargo & Company/Mn | 0.00% | 34,109 | $686,607 | $626,923 | -$59,684 | -8.69% | |
| Truist Financial Corp | 0.00% | 33,079 | $665,883 | $607,992 | -$57,891 | -8.69% | |
| Kestra Advisory Services, Llc | 0.00% | 29,824 | $600,353 | $548,165 | -$52,188 | -8.69% | |
| Bank Of America Corp | 0.00% | 27,435 | $552,263 | $504,255 | -$48,008 | -8.69% | |
| Wealthbridge Capital Management, Llc | 0.11% | 27,269 | $548,925 | $501,204 | -$47,721 | -8.69% | |
| Noble Wealth Management Pbc | 0.18% | 20,055 | $403,707 | $368,611 | -$35,096 | -8.69% | |
| Logan Stone Capital, Llc | 0.08% | 19,860 | $399,782 | $365,027 | -$34,755 | -8.69% | |
| Composition Wealth, Llc | 0.00% | 17,308 | $348,416 | $318,121 | -$30,295 | -8.70% | |
| Us Bancorp \De\ | 0.00% | 14,911 | $300,158 | $274,064 | -$26,094 | -8.69% | |
| Cornerstone Advisory, Llc | 0.02% | 14,000 | $281,820 | $257,320 | -$24,500 | -8.69% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,928 | $260,256 | $237,617 | -$22,639 | -8.70% | |
| Newedge Advisors, Llc | 0.00% | 12,798 | $257,631 | $235,227 | -$22,404 | -8.70% | |
| Newedge Wealth, Llc | 0.00% | 12,074 | $243,050 | $221,920 | -$21,130 | -8.69% | |
| Physician Wealth Advisors, Inc. | 0.03% | 11,140 | $224,249 | $204,753 | -$19,496 | -8.69% | |
| Integrated Wealth Concepts Llc | 0.00% | 10,000 | $201,300 | $183,800 | -$17,500 | -8.69% | |
| Wolverine Asset Management Llc | 0.00% | 4,964 | $99,925 | $91,238 | -$8,687 | -8.69% | |
| Fifth Third Bancorp | 0.00% | 4,817 | $96,962 | $88,536 | -$8,426 | -8.69% | |
| Corecap Advisors, Llc | 0.00% | 4,732 | $95,255 | $86,974 | -$8,281 | -8.69% | |
| Ameriflex Group, Inc. | 0.03% | 3,650 | $73,475 | $67,087 | -$6,388 | -8.69% | |
| Massmutual Private Wealth & Trust, Fsb | 0.00% | 2,723 | $54,814 | $50,049 | -$4,765 | -8.69% | |
| Huntington National Bank | 0.00% | 2,000 | $40,260 | $36,760 | -$3,500 | -8.69% | |
| Ifg Advisory, Llc | 0.00% | 1,775 | $35,731 | $32,625 | -$3,107 | -8.69% | |
| Farther Finance Advisors, Llc | 0.00% | 1,406 | $28,303 | $25,842 | -$2,461 | -8.69% | |
| Barrett & Company, Inc. | 0.00% | 650 | $13,085 | $11,947 | -$1,138 | -8.70% | |
| Hilltop National Bank | 0.00% | 600 | $12,078 | $11,028 | -$1,050 | -8.69% | |
| Pnc Financial Services Group, Inc. | 0.00% | 500 | $10,065 | $9,190 | -$875 | -8.69% | |
| Triumph Capital Management | 0.00% | 450 | $9,058 | $8,271 | -$787 | -8.69% | |
| Highline Wealth Partners Llc | 0.00% | 150 | $3,020 | $2,757 | -$263 | -8.71% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 109 | $2,194 | $2,003 | -$191 | -8.69% | |
| Wpg Advisers, Llc | 0.00% | 48 | $966 | $882 | -$84 | -8.67% |
Frequently asked questions about PSF
Who owns the most PSF stock?
The largest holders of PSF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COHEN & STEERS SELECT PREFER (PSF).
Is PSF widely held by superinvestors?
Many widely followed stocks like PSF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.