Sit Investment Associates’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Sit Investment Associates’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
2025 Q4	–	Sell	-52,250	Closed	-$1.09M	–	535
2025 Q3	$1.09M	Buy	52,250 +3,118	+6%	+$63.9K	0.02%	363
2025 Q2	$990K	Hold	49,132	–	–	0.02%	375
2025 Q1	$982K	Sell	49,132 -22,731	-32%	-$457K	0.02%	371
2024 Q4	$1.42M	Buy	+71,863	New	+$1.47M	0.03%	348
2016 Q2	–	Sell	-11,300	Closed	-$286K	–	474
2016 Q1	$286K	Sell	11,300 -1,044	-8%	-$25.9K	0.01%	380
2015 Q4	$307K	Buy	12,344 +1,562	+14%	+$38K	0.01%	383
2015 Q3	$251K	Buy	+10,782	New	+$259K	﹤0.01%	401

Other funds holding PSF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sit Investment Associates's PSF Position: Q4 2025 in Review

Sit Investment Associates sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2025, closing a stake of 52,250 shares — an estimated $1.09M sold.

Sit Investment Associates first reported a position in PSF in Q3 2015 and held it in 7 quarters. The position peaked at $1.42M in Q4 2024. 53 funds tracked by Wall St. Rank hold PSF as of Q4 2025.

Sit Investment Associates reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
Sit Investment Associates sold 52,250 Cohen & Steers Select Preferred & Income Fund shares in Q4 2025, an estimated $1.09M.
Sit Investment Associates first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2015 and held it in 7 quarters.
Sit Investment Associates's Cohen & Steers Select Preferred & Income Fund position peaked at $1.42M in Q4 2024.
53 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2025.

Based on Sit Investment Associates's 13F filing for Q4 2025, filed 12 Feb 2026.