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Disclosery

PSF COHEN & STEERS SELECT PFD &

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COM (common), issuer CIK 1498612

55 managers (56 13F filers) reported a position in PSF shares at 2026-03-31, 3,264,601 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
55
13F filers
56
New
7
Added
17
Reduced
18
Sold out
2
Shares held by filers
3,264,601

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY862,595$16.7M<0.01%+21,37313F-HRTimelineGroup
UBS Group AGin group UBS Group AG351,897$6.82M<0.01%+8,93513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC163,322$3.17M<0.01%+10,72813F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA160,817$3.12M0.23%-8,12713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.153,362$2.97M<0.01%-18,37013F-HRTimelineGroup
Smith Asset Management Co., LLC130,560$2.53M2.17%-1,78913F-HRTimeline
1607 Capital Partners, LLC111,784$2.17M0.16%new13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp99,917$1.94M0.01%-4,80413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding97,176$1.88M-13,867Timeline
Sanctuary Advisors, LLC91,883$1.78M0.01%+4,34013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC88,000$1.71M0.01%-52,45013F-HRTimelineGroup
LPL Financial LLC81,681$1.58M<0.01%-44513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC81,286$1.58M<0.01%-2,27413F-HR/ATimelineGroup
Shaker Financial Services, LLC77,794$1.51M0.53%+5,60713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,755$1.45M<0.01%+15,01913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.60,881$1.18M0.02%+16,25013F-HRTimeline
Merit Financial Group, LLC55,135$1.07M0.01%-2,23513F-HRTimeline
Glaxis Capital Management, LLC45,800$888K1.11%+80013F-HRTimeline
Pettinga Financial Advisors LLC40,147$778K0.15%+10,94813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,753$752K<0.01%-3,54513F-HRTimelineGroup
Gridiron Partners, LLC34,086$661K0.4%-6,20913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN33,958$658K<0.01%+1,02313F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,060$641K<0.01%-8213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,944$542K<0.01%-1,42313F-HRTimelineGroup
WealthBridge Capital Management, LLC27,269$529K0.12%+1,72813F-HRTimeline
Logan Stone Capital, LLC24,731$480K0.13%+7,65413F-HRTimeline
Cornerstone Advisory, LLC20,000$388K0.04%-15,51013F-HRTimeline
Composition Wealth, LLC17,848$346K<0.01%+3,82713F-HRTimeline
Noble Wealth Management PBC17,230$334K0.17%-65013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,911$289K<0.01%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC13,552$263K<0.01%new13F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP13,536$262K0.02%new13F-HRTimeline
NewEdge Advisors, LLC13,394$260K<0.01%-39613F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,752$247K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,707$246K<0.01%+1713F-HRTimelineGroup
DAVENPORT & Co LLC12,430$241K<0.01%-45113F-HRTimeline
NewEdge Wealth, LLC12,074$234K<0.01%013F-HRTimeline
Arlington Capital Management, Inc.11,254$218K0.12%-2313F-HRTimeline
Physician Wealth Advisors, Inc.11,140$216K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC10,000$194K<0.01%013F-HRTimeline
Paladin Partners, LLC5,930$115K0.08%013F-HRTimeline
CoreCap Advisors, LLC4,732$91.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.3,650$70.8K0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,723$52.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,501$49.5K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…901$17.5K<0.01%+1713F-HRTimeline
Triumph Capital Management650$12.6K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.650$12.6K<0.01%013F-HRTimeline
Hilltop National Bank600$11.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$9.7K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC150$2.91K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.109$2.11K<0.01%013F-HRTimeline
WPG Advisers, LLC47$911<0.01%+213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19$374<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.18$353<0.01%new13F-HRTimelineGroup