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Disclosery

PSF COHEN & STEERS SELECT PFD &

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COM (fund), issuer CIK 1498612

49 managers (50 13F filers) reported a position in PSF shares at 2025-03-31, 2,988,857 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
49
13F filers
50
New
3
Added
20
Reduced
14
Sold out
7
Shares held by filers
2,988,857

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY795,976$15.9M<0.01%+113,23013F-HRTimelineGroup
UBS Group AGin group UBS Group AG367,141$7.34M<0.01%+15,62813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC248,915$4.98M0.05%+67,40413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.174,809$3.49M<0.01%+11,77213F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA170,105$3.4M0.24%-1,62913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC144,004$2.88M<0.01%+8,79013F-HRTimelineGroup
Smith Asset Management Co., LLC137,342$2.75M2.59%-1,24513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding119,030$2.38M+4,413Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,488$1.41M<0.01%+7,89513F-HR/ATimelineGroup
Shaker Financial Services, LLC67,543$1.35M0.53%-12513F-HRTimeline
LPL Financial LLC65,107$1.3M<0.01%-2,26513F-HRTimeline
Cornerstone Advisory, LLC50,978$982K0.11%-51,93413F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC49,132$982K0.02%-22,73113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,400$868K<0.01%-2,30013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.42,154$843K0.02%+28,42013F-HRTimeline
Gridiron Partners, LLC40,295$805K0.52%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,724$674K<0.01%+2,78913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,677$633K<0.01%-72413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31,436$628K<0.01%+7,39513F-HRTimelineGroup
WealthBridge Capital Management, LLC27,960$559K0.16%+85013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,759$498K<0.01%new13F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC24,700$494K0.02%013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,186$384K<0.01%+16513F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP18,058$361K0.02%+1,16913F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…17,213$344K0.03%-1,96113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,063$321K<0.01%+79513F-HRTimelineGroup
Pettinga Financial Advisors LLC15,333$307K0.07%-10,24013F-HRTimeline
Physician Wealth Advisors, Inc.14,833$297K0.05%013F-HRTimeline
Blue Oak Capital, LLC14,186$284K0.16%+7813F-HRTimeline
DAVENPORT & Co LLC13,744$275K<0.01%+4513F-HRTimeline
NewEdge Advisors, LLC13,477$269K<0.01%+413F-HRTimeline
Noble Wealth Management PBC12,800$256K0.17%-10013F-HRTimeline
Alpha Cubed Investments, LLC12,298$246K0.01%013F-HRTimeline
NewEdge Wealth, LLC12,074$241K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC10,007$200K<0.01%013F-HRTimeline
COMERICA BANK7,047$141K<0.01%+2,36813F-HRTimeline
Hexagon Capital Partners LLC5,999$120K0.02%013F-HRTimeline
CoreCap Advisors, LLC5,132$103K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC5,043$101K<0.01%-9,29613F-HRTimelineGroup
AMERIFLEX GROUP, INC.4,550$91K0.04%-30013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,089$61.7K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,080$41.6K0.01%+2613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,000$40K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,895$37.8K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$20K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.650$13K0.01%013F-HRTimeline
Elequin Capital, LP406$8.12K<0.01%+40213F-HRTimeline
McClarren Financial Advisors, Inc.19$1K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.