Vault-13

COHEN & STEERS SELECT PFD & PSF

COM · Closed-End Fund · CUSIP 19248Y107

55 institutional holders -2 vs Q1 2026
3,004,0513.0m shares reported held*
$60.5mreported value*
2 new 19 added 15 reduced 6 sold out net sold ≈ $5.3m (-262.0k shares)

* 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

0204060Q3 22: 44Q4 22: 45Q1 23: 44Q2 23: 42Q3 23: 42Q4 23: 42Q1 24: 49Q2 24: 49Q3 24: 47Q4 24: 56Q1 25: 51Q2 25: 51Q3 25: 50Q4 25: 54Q1 26: 57Q2 26: 5555Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202244
Q4 202245
Q1 202344
Q2 202342
Q3 202342
Q4 202342
Q1 202449
Q2 202449
Q3 202447
Q4 202456
Q1 202551
Q2 202551
Q3 202550
Q4 202554
Q1 202657
Q2 202655

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 22 bought or addedQ3 24: 12 cut or sold outQ4 24: 25 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 21 cut or sold outQ2 25: 25 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 22 bought or addedQ3 25: 26 cut or sold outQ4 25: 23 bought or addedQ4 25: 24 cut or sold outQ4 25Q1 26: 24 bought or addedQ1 26: 20 cut or sold outQ2 26: 21 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242212
Q4 20242513
Q1 20252321
Q2 20252520
Q3 20252226
Q4 20252324
Q1 20262420
Q2 20262121

Biggest buyers

Gridiron Partners, LLC Added +50,253+50.3k
Pettinga Financial Advisors LLC Added +40,612+40.6k
Shaker Financial Services, LLC Added +21,024+21.0k
AMERIPRISE FINANCIAL INC Added +9,552+9.6k
Sanctuary Advisors, LLC Added +8,924+8.9k
UBS Group AG Added +8,842+8.8k
Invesco Ltd. Added +7,679+7.7k
RAYMOND JAMES FINANCIAL INC Added +7,224+7.2k
LPL Financial LLC Added +4,497+4.5k
Glaxis Capital Management, LLC Added +4,200+4.2k

Biggest sellers

MORGAN STANLEY Reduced -207,564-207.6k
GUGGENHEIM CAPITAL LLC Sold out -88,000-88.0k
1607 Capital Partners, LLC Reduced -48,962-49.0k
READYSTATE ASSET MANAGEMENT LP Sold out -13,536-13.5k
DAVENPORT & Co LLC Sold out -12,430-12.4k
Arlington Capital Management, Inc. Sold out -11,254-11.3k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -10,420-10.4k
WOLVERINE ASSET MANAGEMENT LLC Reduced -8,588-8.6k
Kestra Advisory Services, LLC Reduced -8,437-8.4k
FIFTH THIRD BANCORP Reduced -7,935-7.9k

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 655,031655.0k $13.2m $13.2m 0.00% Reduced -207.6k -207,564
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 360,739360.7k $7.3m $7.3m 0.00% Added +8.8k +8,842
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 170,546170.5k $3.4m $3.4m 0.00% Added +7.2k +7,224
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 161,041161.0k $3.2m $3.2m 0.00% Added +7.7k +7,679
5 BALDWIN WEALTH PARTNERS LLC/MA 0.21% of their portfolio Marion, MA 157,153157.2k $3.2m $3.2m 0.21% Reduced -3.7k -3,664
6 Smith Asset Management Co., LLC 2.05% of their portfolio Chiefland, FL 129,643129.6k $2.6m $2.6m 2.05% Reduced -917 -917
7 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 103,229103.2k $2.1m $2.1m 0.01% Added +3.3k +3,312
8 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 100,807100.8k $2.0m $2.0m 0.01% Added +8.9k +8,924
9 Shaker Financial Services, LLC 0.62% of their portfolio Arlington, VA 98,81898.8k $2.0m $2.0m 0.62% Added +21.0k +21,024
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 90,83890.8k $1.8m $1.8m 0.00% Added +9.6k +9,552
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 86,17886.2k $1.7m $1.7m 0.00% Added +4.5k +4,497
12 Gridiron Partners, LLC 0.89% of their portfolio Wexford, PA 84,33984.3k $1.7m $1.7m 0.89% Added +50.3k +50,253
13 Pettinga Financial Advisors LLC 0.26% of their portfolio EVANSVILLE, IN 80,75980.8k $1.6m $1.6m 0.26% Added +40.6k +40,612
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 75,94075.9k $1.5m $1.5m 0.00% Added +1.2k +1,185
15 1607 Capital Partners, LLC 0.11% of their portfolio Richmond, VA 62,82262.8k $1.3m $1.3m 0.11% Reduced -49.0k -48,962
16 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 60,88160.9k $1.2m $1.2m 0.02% Unchanged
17 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 55,37955.4k $1.1m $1.1m 0.01% Added +244 +244
18 Glaxis Capital Management, LLC 2.02% of their portfolio SARASOTA, FL 50,00050.0k $1.0m $1.0m 2.02% Added +4.2k +4,200
19 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 48,49548.5k $976.2k $976.2k 0.01% Reduced -10.4k -10,420
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 39,33139.3k $791.8k $791.8k 0.00% Added +578 +578
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 34,10934.1k $686.6k $686.6k 0.00% Added +151 +151
22 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 33,07933.1k $665.9k $665.9k 0.00% Added +19 +19
23 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 29,82429.8k $600.4k $600.4k 0.00% Reduced -8.4k -8,437
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 27,43527.4k $552.3k $552.3k 0.00% Reduced -509 -509
25 WealthBridge Capital Management, LLC 0.11% of their portfolio WESTERVILLE, OH 27,26927.3k $548.9k $548.9k 0.11% Unchanged
26 Noble Wealth Management PBC 0.18% of their portfolio GREENWOOD VILLAGE, CO 20,05520.1k $403.7k $403.7k 0.18% Added +2.8k +2,825
27 Logan Stone Capital, LLC 0.08% of their portfolio CHICAGO, IL 19,86019.9k $399.8k $399.8k 0.08% Reduced -4.9k -4,871
28 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 17,30817.3k $348.4k $348.4k 0.00% Reduced -540 -540
29 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 14,91114.9k $300.2k $300.2k 0.00% Unchanged
30 Cornerstone Advisory, LLC 0.02% of their portfolio HUNT VALLEY, MD 14,00014.0k $281.8k $281.8k 0.02% Reduced -6.0k -6,000
31 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 12,92812.9k $260.3k $260.3k 0.00% Added +221 +221
32 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,79812.8k $257.6k $257.6k 0.00% Reduced -596 -596
33 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 12,07412.1k $243.1k $243.1k 0.00% Unchanged
34 Physician Wealth Advisors, Inc. 0.03% of their portfolio MIDVALE, UT 11,14011.1k $224.2k $224.2k 0.03% Unchanged
35 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 10,00010.0k $201.3k $201.3k 0.00% Unchanged
36 Paladin Partners, LLC 0.08% of their portfolio HARTLAND, WI 5,9305.9k $119.4k $119.4k 0.08% Unchanged
37 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 4,9645.0k $99.9k $99.9k 0.00% Reduced -8.6k -8,588
38 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 4,8174.8k $97.0k $97.0k 0.00% Reduced -7.9k -7,935
39 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 4,7324.7k $95.3k $95.3k 0.00% Unchanged
40 AMERIFLEX GROUP, INC. 0.03% of their portfolio LAS VEGAS, NV 3,6503.6k $73.5k $73.5k 0.03% Unchanged
41 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 2,7232.7k $54.8k $54.8k 0.00% Unchanged
42 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 2,0002.0k $40.3k $40.3k 0.00% Unchanged
43 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 1,7751.8k $35.7k $35.7k 0.00% New
44 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,4061.4k $28.3k $28.3k 0.00% Reduced -1.1k -1,095
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,3631.4k $27.4k $27.4k 0.00% New
46 Highland Investment Advisors LLC 0.01% of their portfolio PONTE VEDRA, FL 1,1001.1k $22.1k $22.1k 0.01% First filing
47 BARRETT & COMPANY, INC. 0.00% of their portfolio PROVIDENCE, RI 650650 $13.1k $13.1k 0.00% Unchanged
48 Hilltop National Bank 0.00% of their portfolio CASPER, WY 600600 $12.1k $12.1k 0.00% Unchanged
49 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 500500 $10.1k $10.1k 0.00% Unchanged
50 Triumph Capital Management 0.00% of their portfolio DENVER, CO 450450 $9.1k $9.1k 0.00% Reduced -200 -200
51 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 306306 $6.2k $6.2k 0.00% First filing
52 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 150150 $3.0k $3.0k 0.00% Unchanged
53 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 109109 $2.2k $2.2k 0.00% Unchanged
54 WPG Advisers, LLC 0.00% of their portfolio BALTIMORE, MD 4848 $966 $966 0.00% Added +1 +1
55 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 1919 $382 $382 0.00% Unchanged