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 $63.71M 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 $16.73M in its March 31, 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 $16.79M, representing an estimated gain of +0.41% 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
54
Total Reported Value
$63.71M
Largest Holder
Morgan Stanley
Largest Position
$16.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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% | 862,595 | $16,725,735 | $16,794,725 | +$68,990 | +0.41% | |
| Ubs Group Ag | 0.00% | 351,897 | $6,823,283 | $6,851,435 | +$28,152 | +0.41% | |
| Raymond James Financial Inc | 0.00% | 163,322 | $3,166,814 | $3,179,879 | +$13,065 | +0.41% | |
| Baldwin Wealth Partners Llc/Ma | 0.21% | 157,153 | $3,163,490 | $3,059,769 | -$103,721 | -3.28% | |
| Invesco Ltd. | 0.00% | 153,362 | $2,973,690 | $2,985,958 | +$12,268 | +0.41% | |
| Smith Asset Management Co., Llc | 2.05% | 129,643 | $2,609,720 | $2,524,149 | -$85,571 | -3.28% | |
| 1607 Capital Partners, Llc | 0.16% | 111,784 | $2,167,492 | $2,176,434 | +$8,942 | +0.41% | |
| Shaker Financial Services, Llc | 0.62% | 98,818 | $1,989,207 | $1,923,986 | -$65,221 | -3.28% | |
| Fiera Capital Corp | 0.01% | 99,917 | $1,937,391 | $1,945,384 | +$7,993 | +0.41% | |
| Sanctuary Advisors, Llc | 0.01% | 91,883 | $1,781,603 | $1,788,962 | +$7,359 | +0.41% | |
| Guggenheim Capital Llc | 0.01% | 88,000 | $1,706,320 | $1,713,360 | +$7,040 | +0.41% | |
| Pettinga Financial Advisors Llc | 0.26% | 80,759 | $1,625,688 | $1,572,378 | -$53,310 | -3.28% | |
| Lpl Financial Llc | 0.00% | 81,681 | $1,583,792 | $1,590,329 | +$6,537 | +0.41% | |
| Ameriprise Financial Inc | 0.00% | 81,286 | $1,576,141 | $1,582,638 | +$6,497 | +0.41% | |
| Royal Bank Of Canada | 0.00% | 74,755 | $1,449,000 | $1,455,480 | +$6,480 | +0.45% | |
| Harbour Investments, Inc. | 0.02% | 60,881 | $1,180,483 | $1,185,353 | +$4,870 | +0.41% | |
| Merit Financial Group, Llc | 0.01% | 55,379 | $1,114,779 | $1,078,229 | -$36,550 | -3.28% | |
| Kestra Private Wealth Services, Llc | 0.01% | 48,495 | $976,199 | $944,198 | -$32,001 | -3.28% | |
| Glaxis Capital Management, Llc | 1.11% | 45,800 | $888,062 | $891,726 | +$3,664 | +0.41% | |
| Osaic Holdings, Inc. | 0.00% | 38,753 | $751,527 | $754,521 | +$2,994 | +0.40% | |
| Truist Financial Corp | 0.00% | 33,079 | $665,883 | $644,048 | -$21,835 | -3.28% | |
| Gridiron Partners, Llc | 0.40% | 34,086 | $660,928 | $663,654 | +$2,726 | +0.41% | |
| Wells Fargo & Company/Mn | 0.00% | 33,958 | $658,437 | $661,162 | +$2,725 | +0.41% | |
| Kestra Advisory Services, Llc | 0.00% | 29,824 | $600,353 | $580,673 | -$19,680 | -3.28% | |
| Wealthbridge Capital Management, Llc | 0.11% | 27,269 | $548,925 | $530,927 | -$17,998 | -3.28% | |
| Bank Of America Corp | 0.00% | 27,944 | $541,828 | $544,070 | +$2,242 | +0.41% | |
| Logan Stone Capital, Llc | 0.13% | 24,731 | $479,534 | $481,513 | +$1,979 | +0.41% | |
| Noble Wealth Management Pbc | 0.18% | 20,055 | $403,707 | $390,471 | -$13,236 | -3.28% | |
| Composition Wealth, Llc | 0.00% | 17,308 | $348,416 | $336,987 | -$11,429 | -3.28% | |
| Us Bancorp \De\ | 0.00% | 14,911 | $289,124 | $290,317 | +$1,193 | +0.41% | |
| Cornerstone Advisory, Llc | 0.02% | 14,000 | $281,820 | $272,580 | -$9,240 | -3.28% | |
| Wolverine Asset Management Llc | 0.00% | 13,552 | $262,773 | $263,857 | +$1,084 | +0.41% | |
| Readystate Asset Management Lp | 0.02% | 13,536 | $262,463 | $263,546 | +$1,083 | +0.41% | |
| Fifth Third Bancorp | 0.00% | 12,752 | $247,268 | $248,281 | +$1,013 | +0.41% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,707 | $246,396 | $247,405 | +$1,009 | +0.41% | |
| Newedge Wealth, Llc | 0.00% | 12,074 | $234,115 | $235,081 | +$966 | +0.41% | |
| Physician Wealth Advisors, Inc. | 0.03% | 11,140 | $224,249 | $216,896 | -$7,353 | -3.28% | |
| Integrated Wealth Concepts Llc | 0.00% | 10,000 | $193,900 | $194,700 | +$800 | +0.41% | |
| Corecap Advisors, Llc | 0.00% | 4,732 | $95,255 | $92,132 | -$3,123 | -3.28% | |
| Ameriflex Group, Inc. | 0.04% | 3,650 | $70,774 | $71,066 | +$292 | +0.41% | |
| Massmutual Private Wealth & Trust, Fsb | 0.00% | 2,723 | $54,814 | $53,017 | -$1,797 | -3.28% | |
| Huntington National Bank | 0.00% | 2,000 | $38,780 | $38,940 | +$160 | +0.41% | |
| Farther Finance Advisors, Llc | 0.00% | 1,406 | $28,303 | $27,375 | -$928 | -3.28% | |
| Keating Financial Advisory Services, Inc. | 0.00% | 901 | $17,465 | $17,542 | +$77 | +0.44% | |
| Newedge Advisors, Llc | 0.00% | 13,394 | $13,394 | $260,781 | +$247,387 | +1847.00% | |
| Barrett & Company, Inc. | 0.00% | 650 | $13,085 | $12,656 | -$430 | -3.28% | |
| Hilltop National Bank | 0.00% | 600 | $12,078 | $11,682 | -$396 | -3.28% | |
| Pnc Financial Services Group, Inc. | 0.00% | 500 | $9,695 | $9,735 | +$40 | +0.41% | |
| Triumph Capital Management | 0.00% | 450 | $9,058 | $8,762 | -$297 | -3.27% | |
| Highline Wealth Partners Llc | 0.00% | 150 | $3,020 | $2,921 | -$100 | -3.29% |
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.