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Disclosery

PSF COHEN & STEERS SELECT PFD &

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COM (common), issuer CIK 1498612

48 managers (49 13F filers) reported a position in PSF shares at 2025-09-30, 8,339,838 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
48
13F filers
49
New
8
Added
14
Reduced
19
Sold out
7
Shares held by filers
8,339,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY798,846$16.6M<0.01%+7,40213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG350,408$7.28M<0.01%-13,80013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC235,502$4.89M0.04%-58,12113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.179,830$3.74M<0.01%-10,83013F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA168,837$3.51M0.23%-1,51713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC145,220$3.02M<0.01%-1,37513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding144,137$3M+27,112Timeline
Smith Asset Management Co., LLC134,523$2.8M2.38%-1,36313F-HRTimeline
LPL Financial LLC80,422$1.67M<0.01%+33513F-HRTimeline
Shaker Financial Services, LLC71,013$1.48M0.51%-16,55613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,197$1.33M<0.01%-3,06513F-HRTimelineGroup
Merit Financial Group, LLC59,909$1.24M0.01%-2,33813F-HR/ATimeline
Fiera Capital Corpin group Fiera Capital Corp56,746$1.18M<0.01%new13F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC52,250$1.09M0.02%+3,11813F-HRTimelineGroup
Sanctuary Advisors, LLC45,059$936K0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.44,631$927K0.02%-2,22313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,649$892K<0.01%-84513F-HRTimelineGroup
Gridiron Partners, LLC5,274,815$837K0.48%+5,234,52013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,889$746K<0.01%new13F-HRTimelineGroup
Cornerstone Advisory, LLC35,510$738K0.07%-6,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN33,206$690K<0.01%+1,52013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP32,456$674K<0.01%-1,03913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,131$647K<0.01%-79713F-HR/ATimelineGroup
WealthBridge Capital Management, LLC25,675$534K0.13%+30013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,857$371K<0.01%+1,41513F-HRTimelineGroup
Noble Wealth Management PBC17,470$363K0.19%13F-HRTimeline
Composition Wealth, LLC14,272$297K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC13,835$287K<0.01%+4513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,700$285K0.01%-11,00013F-HRTimeline
NewEdge Advisors, LLC13,485$280K<0.01%+30413F-HRTimeline
NewEdge Wealth, LLC12,074$251K<0.01%013F-HRTimeline
Alpha Cubed Investments, LLC11,448$238K0.01%-85013F-HRTimeline
Physician Wealth Advisors, Inc.11,140$231K0.03%-3,69313F-HRTimeline
Arlington Capital Management, Inc.10,574$220K0.14%-16213F-HRTimeline
Integrated Wealth Concepts LLC10,543$219K<0.01%+54313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,744$202K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,000$166K<0.01%+4,91113F-HRTimelineGroup
AMERIFLEX GROUP, INC.7,300$152K0.06%new13F-HRTimeline
COMERICA BANK7,186$149K<0.01%+6313F-HRTimeline
CoreCap Advisors, LLC4,732$98.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,296$68.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,501$52K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC2,259$46.9K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC2,116$44K<0.01%+1313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.695$14.4K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.650$13.5K<0.01%013F-HRTimeline
Hilltop National Bank600$12.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$10.4K<0.01%013F-HRTimelineGroup