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Disclosery

PSF COHEN & STEERS SELECT PFD &

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COM (common), issuer CIK 1498612

54 managers (55 13F filers) reported a position in PSF shares at 2024-12-31, 2,849,703 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
54
13F filers
55
New
9
Added
16
Reduced
10
Sold out
3
Shares held by filers
2,849,703

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY682,746$13.5M<0.01%+46,80713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG351,513$6.95M<0.01%+47,29613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC181,511$3.59M0.03%+54,66413F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA171,734$3.4M0.24%+21,42013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.163,037$3.22M<0.01%+22,30413F-HRTimelineGroup
Smith Asset Management Co., LLC138,587$2.74M2.67%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC135,214$2.67M<0.01%13F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding114,617$2.27M+1,882Timeline
Cornerstone Advisory, LLC102,912$2.09M0.24%-47,30913F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC71,863$1.42M0.03%new13F-HRTimelineGroup
Shaker Financial Services, LLC67,668$1.34M0.51%-14,08513F-HRTimeline
LPL Financial LLC67,372$1.33M<0.01%+1,32613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,593$1.24M<0.01%+13,33513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,700$904K<0.01%+24,88713F-HR/ATimelineGroup
Gridiron Partners, LLC40,295$797K0.5%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,401$641K<0.01%-2,30813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,935$612K<0.01%-35013F-HRTimelineGroup
WealthBridge Capital Management, LLC27,110$536K0.15%+1,25013F-HRTimeline
Pettinga Financial Advisors LLC25,573$506K0.11%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC24,700$488K0.02%013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,041$475K<0.01%+16,60413F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd23,432$463K0.01%new13F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…19,174$379K0.04%-7,76313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,021$376K<0.01%-34,32013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP16,889$334K0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,268$302K<0.01%+36413F-HRTimelineGroup
Physician Wealth Advisors, Inc.14,833$293K0.05%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC14,339$283K0.01%new13F-HRTimelineGroup
Blue Oak Capital, LLC14,108$279K0.17%13F-HRTimeline
HARBOUR INVESTMENTS, INC.13,734$272K0.01%+4113F-HRTimeline
DAVENPORT & Co LLC13,699$271K<0.01%+4313F-HRTimeline
NewEdge Advisors, LLC13,473$266K<0.01%-31113F-HRTimeline
Noble Wealth Management PBC12,900$255K0.18%13F-HRTimeline
Alpha Cubed Investments, LLC12,298$243K0.01%013F-HRTimeline
NewEdge Wealth, LLC12,074$239K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,494$207K<0.01%-1,47513F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC10,418$206K<0.01%new13F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC10,112$200K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC10,007$198K<0.01%-1,12713F-HRTimeline
Hexagon Capital Partners LLC5,999$119K0.02%013F-HRTimeline
CoreCap Advisors, LLC5,132$101K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.4,850$98.6K0.05%13F-HRTimeline
COMERICA BANK4,679$92.5K<0.01%+1,23513F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\3,089$61.1K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,054$40.6K0.01%+2513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,000$39.5K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$19.8K<0.01%013F-HRTimelineGroup
Ransom Advisory, Ltd1,000$19.8K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.650$12.8K0.01%013F-HRTimeline
Hilltop National Bank600$11.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC251$5K<0.01%new13F-HRTimelineGroup
Elequin Capital, LP4$79<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.