Skip to content
Disclosery

PSF COHEN & STEERS SELECT PFD &

Follow

COM (common), issuer CIK 1498612

49 managers (50 13F filers) reported a position in PSF shares at 2025-06-30, 3,127,326 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
49
13F filers
50
New
5
Added
19
Reduced
15
Sold out
6
Shares held by filers
3,127,326

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY791,444$15.9M<0.01%-4,53213F-HRTimelineGroup
UBS Group AGin group UBS Group AG364,208$7.34M<0.01%-2,93313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC293,623$5.91M0.05%+44,70813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.190,660$3.84M<0.01%+15,85113F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA170,354$3.43M0.23%+24913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC146,595$2.95M<0.01%+2,59113F-HRTimelineGroup
Smith Asset Management Co., LLC135,886$2.74M2.36%-1,45613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding117,025$2.36M-2,005Timeline
Shaker Financial Services, LLC87,569$1.76M0.64%+20,02613F-HRTimeline
LPL Financial LLC80,087$1.61M<0.01%+14,98013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,262$1.35M<0.01%-3,22613F-HR/ATimelineGroup
Merit Financial Group, LLC62,247$1.25M0.01%new13F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC49,132$990K0.02%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.46,854$944K0.02%+4,70013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,494$896K<0.01%+1,09413F-HR/ATimelineGroup
Cornerstone Advisory, LLC41,510$836K0.09%-9,46813F-HRTimeline
Gridiron Partners, LLC40,295$812K0.5%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,495$675K<0.01%-22913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,928$643K<0.01%+25113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31,686$638K<0.01%+25013F-HRTimelineGroup
WealthBridge Capital Management, LLC25,375$511K0.13%-2,58513F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC25,108$506K0.01%+20,06513F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC24,700$497K0.02%013F-HRTimeline
Pettinga Financial Advisors LLC23,672$477K0.1%+8,33913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,375$390K<0.01%+18913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,442$331K<0.01%+37913F-HRTimelineGroup
Physician Wealth Advisors, Inc.14,833$299K0.05%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…14,513$292K0.02%-2,70013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP14,273$287K0.01%-3,78513F-HRTimeline
Blue Oak Capital, LLC14,199$286K0.15%+1313F-HRTimeline
DAVENPORT & Co LLC13,790$278K<0.01%+4613F-HRTimeline
NewEdge Advisors, LLC13,181$265K<0.01%-29613F-HRTimeline
Alpha Cubed Investments, LLC12,298$248K0.01%013F-HRTimeline
NewEdge Wealth, LLC12,074$248K<0.01%013F-HRTimeline
HighTower Advisors, LLC11,662$235K<0.01%new13F-HRTimeline
Arlington Capital Management, Inc.10,736$216K0.19%new13F-HRTimeline
Integrated Wealth Concepts LLC10,000$201K<0.01%-713F-HRTimeline
COMERICA BANK7,123$143K<0.01%+7613F-HRTimeline
CoreCap Advisors, LLC4,732$95.3K<0.01%-40013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,296$66.4K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,089$62.2K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC2,501$50.4K<0.01%+60613F-HRTimeline
GPS Wealth Strategies Group, LLC2,103$42.4K<0.01%+2313F-HRTimeline
BARRETT & COMPANY, INC.650$13.1K<0.01%013F-HRTimeline
Hilltop National Bank600$12.1K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$10.1K<0.01%-50013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …142$2.86K<0.01%13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5$101<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.