COHEN & STEERS SELECT PFD & PSF
COM · Closed-End Fund · CUSIP 19248Y107
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $20.14.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 44 |
| Q4 2022 | 45 |
| Q1 2023 | 44 |
| Q2 2023 | 42 |
| Q3 2023 | 42 |
| Q4 2023 | 42 |
| Q1 2024 | 49 |
| Q2 2024 | 49 |
| Q3 2024 | 47 |
| Q4 2024 | 56 |
| Q1 2025 | 51 |
| Q2 2025 | 51 |
| Q3 2025 | 50 |
| Q4 2025 | 54 |
| Q1 2026 | 57 |
| Q2 2026 | 55 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 22 | 12 |
| Q4 2024 | 25 | 13 |
| Q1 2025 | 23 | 21 |
| Q2 2025 | 25 | 20 |
| Q3 2025 | 22 | 26 |
| Q4 2025 | 23 | 24 |
| Q1 2026 | 24 | 20 |
| Q2 2026 | 21 | 21 |
Biggest buyers
| Gridiron Partners, LLC | Added | +50.3k |
| Pettinga Financial Advisors LLC | Added | +40.6k |
| Shaker Financial Services, LLC | Added | +21.0k |
| AMERIPRISE FINANCIAL INC | Added | +9.6k |
| Sanctuary Advisors, LLC | Added | +8.9k |
| UBS Group AG | Added | +8.8k |
| Invesco Ltd. | Added | +7.7k |
| RAYMOND JAMES FINANCIAL INC | Added | +7.2k |
| LPL Financial LLC | Added | +4.5k |
| Glaxis Capital Management, LLC | Added | +4.2k |
Biggest sellers
| MORGAN STANLEY | Reduced | -207.6k |
| GUGGENHEIM CAPITAL LLC | Sold out | -88.0k |
| 1607 Capital Partners, LLC | Reduced | -49.0k |
| READYSTATE ASSET MANAGEMENT LP | Sold out | -13.5k |
| DAVENPORT & Co LLC | Sold out | -12.4k |
| Arlington Capital Management, Inc. | Sold out | -11.3k |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Reduced | -10.4k |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | -8.6k |
| Kestra Advisory Services, LLC | Reduced | -8.4k |
| FIFTH THIRD BANCORP | Reduced | -7.9k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: MORGAN STANLEY (4.6%, 2026-08-12)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 655.0k $13.2m | Reduced -207.6k |
| UBS Group AG 0.00% of their portfolio | 360.7k $7.3m | Added +8.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 170.5k $3.4m | Added +7.2k |
| Invesco Ltd. 0.00% of their portfolio | 161.0k $3.2m | Added +7.7k |
| BALDWIN WEALTH PARTNERS LLC/MA 0.21% of their portfolio | 157.2k $3.2m | Reduced -3.7k |
| Smith Asset Management Co., LLC 2.05% of their portfolio | 129.6k $2.6m | Reduced -917 |
| Fiera Capital Corp 0.01% of their portfolio | 103.2k $2.1m | Added +3.3k |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 100.8k $2.0m | Added +8.9k |
| Shaker Financial Services, LLC 0.62% of their portfolio | 98.8k $2.0m | Added +21.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 90.8k $1.8m | Added +9.6k |
| LPL Financial LLC 0.00% of their portfolio | 86.2k $1.7m | Added +4.5k |
| Gridiron Partners, LLC 0.89% of their portfolio | 84.3k $1.7m | Added +50.3k |
| Pettinga Financial Advisors LLC 0.26% of their portfolio | 80.8k $1.6m | Added +40.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 75.9k $1.5m | Added +1.2k |
| 1607 Capital Partners, LLC 0.11% of their portfolio | 62.8k $1.3m | Reduced -49.0k |
| HARBOUR INVESTMENTS, INC. 0.02% of their portfolio | 60.9k $1.2m | Unchanged |
| Merit Financial Group, LLC 0.01% of their portfolio | 55.4k $1.1m | Added +244 |
| Glaxis Capital Management, LLC 2.02% of their portfolio | 50.0k $1.0m | Added +4.2k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 48.5k $976.2k | Reduced -10.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 39.3k $791.8k | Added +578 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 34.1k $686.6k | Added +151 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 33.1k $665.9k | Added +19 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 29.8k $600.4k | Reduced -8.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 27.4k $552.3k | Reduced -509 |
| WealthBridge Capital Management, LLC 0.11% of their portfolio | 27.3k $548.9k | Unchanged |
| Noble Wealth Management PBC 0.18% of their portfolio | 20.1k $403.7k | Added +2.8k |
| Logan Stone Capital, LLC 0.08% of their portfolio | 19.9k $399.8k | Reduced -4.9k |
| Composition Wealth, LLC 0.00% of their portfolio | 17.3k $348.4k | Reduced -540 |
| US BANCORP \DE\ 0.00% of their portfolio | 14.9k $300.2k | Unchanged |
| Cornerstone Advisory, LLC 0.02% of their portfolio | 14.0k $281.8k | Reduced -6.0k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 12.9k $260.3k | Added +221 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 12.8k $257.6k | Reduced -596 |
| NewEdge Wealth, LLC 0.00% of their portfolio | 12.1k $243.1k | Unchanged |
| Physician Wealth Advisors, Inc. 0.03% of their portfolio | 11.1k $224.2k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 10.0k $201.3k | Unchanged |
| Paladin Partners, LLC 0.08% of their portfolio | 5.9k $119.4k | Unchanged |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 5.0k $99.9k | Reduced -8.6k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 4.8k $97.0k | Reduced -7.9k |
| CoreCap Advisors, LLC 0.00% of their portfolio | 4.7k $95.3k | Unchanged |
| AMERIFLEX GROUP, INC. 0.03% of their portfolio | 3.6k $73.5k | Unchanged |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 2.7k $54.8k | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 2.0k $40.3k | Unchanged |
| IFG Advisory, LLC 0.00% of their portfolio | 1.8k $35.7k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 1.4k $28.3k | Reduced -1.1k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.4k $27.4k | New |
| Highland Investment Advisors LLC 0.01% of their portfolio | 1.1k $22.1k | First filing |
| BARRETT & COMPANY, INC. 0.00% of their portfolio | 650 $13.1k | Unchanged |
| Hilltop National Bank 0.00% of their portfolio | 600 $12.1k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 500 $10.1k | Unchanged |
| Triumph Capital Management 0.00% of their portfolio | 450 $9.1k | Reduced -200 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 306 $6.2k | First filing |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 150 $3.0k | Unchanged |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 109 $2.2k | Unchanged |
| WPG Advisers, LLC 0.00% of their portfolio | 48 $966 | Added +1 |
| WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio | 19 $382 | Unchanged |