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KLR Investment Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

KLR Investment Advisors’s Portfolio PSF Stock Details PSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$985K Buy
51,725
+6,051
+13% +$118K 0.71% 31
2023
Q4 		$863K Buy
45,674
+20,029
+78% +$368K 0.62% 38
2023
Q3 		$464K Sell
25,645
-14,199
-36% -$258K 0.42% 72
2023
Q2 		$724K Buy
39,844
+8,193
+26% +$144K 0.6% 38
2023
Q1 		$573K Sell
31,651
-47
-0.1% -$946 0.5% 52
2022
Q4 		$593K Buy
+31,698
New +$601K 0.49% 54

Other funds holding PSF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KLR Investment Advisors's PSF Position: Q1 2024 in Review

KLR Investment Advisors increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 13% in Q1 2024, buying an estimated $118K and bringing the position to 51,725 shares worth $985K. The position accounts for 0.71% of the portfolio, ranked #31.

KLR Investment Advisors first reported a position in PSF in Q4 2022 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold PSF as of Q1 2024.

  • KLR Investment Advisors held 51,725 shares of Cohen & Steers Select Preferred & Income Fund worth $985K as of Q1 2024.
  • KLR Investment Advisors bought 6,051 Cohen & Steers Select Preferred & Income Fund shares in Q1 2024, an estimated $118K.
  • Cohen & Steers Select Preferred & Income Fund made up 0.71% of KLR Investment Advisors's portfolio in Q1 2024, its #31 holding.
  • KLR Investment Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2022 and has held it in 6 quarters since.
  • 47 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.