PSF Institutional Ownership & Shareholders
COHEN & STEERS SELECT PREFER (PSF) is currently held by 52 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $57.98M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $12.45M, representing an estimated loss of -5.56% 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
52
Total Reported Value
$57.98M
Largest Holder
Morgan Stanley
Largest Position
$13.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
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 | $12,452,139 | -$733,672 | -5.56% | |
| Ubs Group Ag | 0.00% | 360,739 | $7,261,676 | $6,857,648 | -$404,028 | -5.56% | |
| Raymond James Financial Inc | 0.00% | 170,546 | $3,433,088 | $3,242,079 | -$191,009 | -5.56% | |
| Invesco Ltd. | 0.00% | 161,041 | $3,241,755 | $3,061,389 | -$180,366 | -5.56% | |
| Baldwin Wealth Partners Llc/Ma | 0.19% | 154,833 | $2,808,671 | $2,943,375 | +$134,704 | +4.80% | |
| Smith Asset Management Co., Llc | 1.88% | 126,979 | $2,303,405 | $2,413,871 | +$110,466 | +4.80% | |
| Sanctuary Advisors, Llc | 0.01% | 100,807 | $2,029,247 | $1,916,341 | -$112,906 | -5.56% | |
| Fiera Capital Corp | 0.01% | 103,229 | $1,872,574 | $1,962,383 | +$89,809 | +4.80% | |
| Ameriprise Financial Inc | 0.00% | 90,838 | $1,828,567 | $1,726,830 | -$101,737 | -5.56% | |
| Gridiron Partners, Llc | 0.77% | 84,339 | $1,529,909 | $1,603,284 | +$73,375 | +4.80% | |
| Royal Bank Of Canada | 0.00% | 75,940 | $1,529,000 | $1,443,619 | -$85,381 | -5.58% | |
| Lpl Financial Llc | 0.00% | 82,089 | $1,489,093 | $1,560,512 | +$71,419 | +4.80% | |
| Shaker Financial Services, Llc | 0.43% | 72,564 | $1,316,311 | $1,379,442 | +$63,131 | +4.80% | |
| 1607 Capital Partners, Llc | 0.11% | 62,822 | $1,264,607 | $1,194,246 | -$70,361 | -5.56% | |
| Harbour Investments, Inc. | 0.02% | 60,881 | $1,225,535 | $1,157,348 | -$68,187 | -5.56% | |
| Pettinga Financial Advisors Llc | 0.20% | 65,498 | $1,188,130 | $1,245,117 | +$56,987 | +4.80% | |
| Glaxis Capital Management, Llc | 2.37% | 55,000 | $997,700 | $1,045,550 | +$47,850 | +4.80% | |
| Merit Financial Group, Llc | 0.01% | 54,660 | $991,532 | $1,039,087 | +$47,555 | +4.80% | |
| Kestra Private Wealth Services, Llc | 0.01% | 52,784 | $957,493 | $1,003,424 | +$45,931 | +4.80% | |
| Osaic Holdings, Inc. | 0.00% | 39,331 | $791,832 | $747,682 | -$44,150 | -5.58% | |
| Wells Fargo & Company/Mn | 0.00% | 34,109 | $686,607 | $648,412 | -$38,195 | -5.56% | |
| Truist Financial Corp | 0.00% | 31,389 | $569,391 | $596,705 | +$27,314 | +4.80% | |
| Bank Of America Corp | 0.00% | 27,435 | $552,263 | $521,539 | -$30,724 | -5.56% | |
| Kestra Advisory Services, Llc | 0.00% | 28,164 | $510,888 | $535,398 | +$24,510 | +4.80% | |
| Wealthbridge Capital Management, Llc | 0.10% | 27,969 | $507,358 | $531,691 | +$24,333 | +4.80% | |
| Hennion & Walsh Asset Management, Inc. | 0.01% | 23,611 | $428,304 | $448,845 | +$20,541 | +4.80% | |
| Logan Stone Capital, Llc | 0.08% | 19,860 | $399,782 | $377,539 | -$22,243 | -5.56% | |
| Noble Wealth Management Pbc | 0.17% | 20,055 | $363,798 | $381,246 | +$17,448 | +4.80% | |
| Composition Wealth, Llc | 0.00% | 17,308 | $348,416 | $329,025 | -$19,391 | -5.57% | |
| Us Bancorp \De\ | 0.00% | 14,911 | $270,486 | $283,458 | +$12,972 | +4.80% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,928 | $260,256 | $245,761 | -$14,495 | -5.57% | |
| Closed-End Fund Advisors, Inc. | 0.27% | 14,338 | $260,093 | $272,565 | +$12,472 | +4.80% | |
| Newedge Advisors, Llc | 0.00% | 12,798 | $257,631 | $243,290 | -$14,341 | -5.57% | |
| Cornerstone Advisory, Llc | 0.02% | 14,000 | $253,960 | $266,140 | +$12,180 | +4.80% | |
| Newedge Wealth, Llc | 0.00% | 12,074 | $243,050 | $229,527 | -$13,523 | -5.56% | |
| Physician Wealth Advisors, Inc. | 0.02% | 11,140 | $202,080 | $211,771 | +$9,691 | +4.80% | |
| Integrated Wealth Concepts Llc | 0.00% | 10,000 | $201,300 | $190,100 | -$11,200 | -5.56% | |
| Fifth Third Bancorp | 0.00% | 4,848 | $87,944 | $92,160 | +$4,216 | +4.79% | |
| Corecap Advisors, Llc | 0.00% | 4,732 | $85,838 | $89,955 | +$4,117 | +4.80% | |
| Ameriflex Group, Inc. | 0.03% | 3,650 | $73,475 | $69,387 | -$4,089 | -5.56% | |
| Massmutual Private Wealth & Trust, Fsb | 0.00% | 2,723 | $49,395 | $51,764 | +$2,369 | +4.80% | |
| Huntington National Bank | 0.00% | 2,000 | $40,260 | $38,020 | -$2,240 | -5.56% | |
| Ifg Advisory, Llc | 0.00% | 1,775 | $35,731 | $33,743 | -$1,988 | -5.56% | |
| Farther Finance Advisors, Llc | 0.00% | 800 | $14,512 | $15,208 | +$696 | +4.80% | |
| Barrett & Company, Inc. | 0.00% | 650 | $11,791 | $12,357 | +$566 | +4.80% | |
| Pnc Financial Services Group, Inc. | 0.00% | 500 | $9,070 | $9,505 | +$435 | +4.80% | |
| Triumph Capital Management | 0.00% | 450 | $8,163 | $8,555 | +$392 | +4.80% | |
| Highline Wealth Partners Llc | 0.00% | 150 | $2,721 | $2,852 | +$131 | +4.80% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 96 | $1,741 | $1,825 | +$84 | +4.82% | |
| Wpg Advisers, Llc | 0.00% | 48 | $871 | $912 | +$41 | +4.76% |
Frequently asked questions about PSF
Who are the largest institutional holders of PSF?
The largest institutional holders of PSF reported in the latest SEC Form 13F filings include Morgan Stanley, Ubs Group Ag, Raymond James Financial Inc, Invesco Ltd., and Baldwin Wealth Partners Llc/Ma. InsiderSet ranks institutional holders by their latest reported PSF position.
What is PSF institutional ownership?
This page tracks PSF positions reported by institutional investment managers through SEC Form 13F. COHEN & STEERS SELECT PREFER (PSF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSF?
InsiderSet currently tracks 52 institutional managers reporting PSF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PSF shareholders.
How much PSF stock do institutions own?
Institutional investment managers disclosed approximately $57.98M in PSF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSF institutional ownership last updated?
The latest PSF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PSF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PSF position after the reporting date.
Are institutions buying or selling PSF?
Institutional buying and selling can be analyzed by comparing PSF positions across consecutive 13F reporting periods. InsiderSet's PSF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSF ownership changes.
How has PSF institutional ownership changed over time?
InsiderSet tracks PSF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.