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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include 1607 Capital Partners, Llc, Guggenheim Capital Llc, Morgan Stanley, Harbour Investments, Inc., and Cornerstone Advisory, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +1,023 | +3.1% | 33,958 | $658.44K | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Sell | -1,423 | -4.8% | 27,944 | $541.83K | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -396 | -2.9% | 13,394 | $13.39K | Q1 2026 | May 18, 2026 |
| 1607 Capital Partners, Llc | Buy | +111,784 | — | 111,784 | $2.17M | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Sell | -52,450 | -37.3% | 88,000 | $1.71M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +21,373 | +2.5% | 862,595 | $16.73M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +16,250 | +36.4% | 60,881 | $1.18M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +15,019 | +25.1% | 74,755 | $1.45M | Q1 2026 | May 15, 2026 |
| Readystate Asset Management Lp | Buy | +13,536 | — | 13,536 | $262.46K | Q1 2026 | May 15, 2026 |
| Logan Stone Capital, Llc | Buy | +7,654 | +44.8% | 24,731 | $479.53K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -3,545 | -8.4% | 38,753 | $751.53K | Q1 2026 | May 15, 2026 |
| Smith Asset Management Co., Llc | Sell | -1,789 | -1.4% | 130,560 | $2.53M | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | Buy | +17 | +1.9% | 901 | $17.46K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +10,728 | +7.0% | 163,322 | $3.17M | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +17 | +0.1% | 12,707 | $246.40K | Q1 2026 | May 14, 2026 |
| Blackrock, Inc. | Buy | +18 | — | 18 | $353.00 | Q1 2026 | May 13, 2026 |
| Shaker Financial Services, Llc | Buy | +5,607 | +7.8% | 77,794 | $1.51M | Q1 2026 | May 12, 2026 |
| Fiera Capital Corp | Sell | -4,804 | -4.6% | 99,917 | $1.94M | Q1 2026 | May 12, 2026 |
| Glaxis Capital Management, Llc | Buy | +800 | +1.8% | 45,800 | $888.06K | Q1 2026 | May 11, 2026 |
| Lpl Financial Llc | Sell | -445 | -0.5% | 81,681 | $1.58M | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Buy | +8,935 | +2.6% | 351,897 | $6.82M | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, Llc | Buy | +4,340 | +5.0% | 91,883 | $1.78M | Q1 2026 | May 05, 2026 |
| Cornerstone Advisory, Llc | Sell | -15,510 | -43.7% | 20,000 | $387.80K | Q1 2026 | May 04, 2026 |
| Wolverine Asset Management Llc | Buy | +13,552 | — | 13,552 | $262.77K | Q1 2026 | May 04, 2026 |
| Fifth Third Bancorp | Buy | +12,752 | — | 12,752 | $247.27K | Q1 2026 | May 01, 2026 |
| Arlington Capital Management, Inc. | Sell | -23 | -0.2% | 11,254 | $218.22K | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, Llc | Buy | +600 | +1.6% | 38,261 | $741.88K | Q1 2026 | Apr 30, 2026 |
| Wpg Advisers, Llc | Buy | +2 | +4.4% | 47 | $911.00 | Q1 2026 | Apr 30, 2026 |
| Whittier Trust Co Of Nevada Inc | Buy | +19 | — | 19 | $374.00 | Q1 2026 | Apr 28, 2026 |
| Truist Financial Corp | Sell | -82 | -0.2% | 33,060 | $641.04K | Q1 2026 | Apr 27, 2026 |
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.
Related PSF Institutional Insights
- PSF Overview
- PSF 13F Institutional Holders
- PSF Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PSF Insider Trading & SEC Form 4 Activity
- PSF Articles
- Top Institutional Investor Stock Rankings