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Cohen & Steers Select Preferred & Income Fund

48 hedge funds and large institutions have $60.3M invested in Cohen & Steers Select Preferred & Income Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.9M 791,444 -4,532 -0.6%
UBS Group
2
UBS Group
Switzerland
$7.34M 364,208 -2,933 -0.8%
GC
3
Guggenheim Capital
Illinois
$5.91M 293,623 +44,708 +18%
Invesco
4
Invesco
Georgia
$3.84M 190,660 +15,851 +9%
BWP
5
Baldwin Wealth Partners
Massachusetts
$3.43M 170,354 +249 +0.1%
Raymond James Financial
6
Raymond James Financial
Florida
$2.95M 146,595 +2,591 +2%
SFS
7
Shaker Financial Services
Virginia
$1.76M 87,569 +20,026 +30%
LPL Financial
8
LPL Financial
California
$1.61M 80,087 +14,980 +23%
KPWS
9
Kestra Private Wealth Services
Texas
$1.52M 75,243 -1,017 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.36M 67,262 -3,226 -5%
MFG
11
Merit Financial Group
Georgia
$1.25M 62,247 +62,247 New
SIA
12
Sit Investment Associates
Minnesota
$990K 49,132
HI
13
Harbour Investments
Wisconsin
$944K 46,854 +4,700 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$877K 44,337 +937 +2%
KAS
15
Kestra Advisory Services
Texas
$841K 41,782 -988 -2%
CA
16
Cornerstone Advisory
Maryland
$836K 41,510 -9,468 -19%
GP
17
Gridiron Partners
Pennsylvania
$812K 40,295
Truist Financial
18
Truist Financial
North Carolina
$675K 33,495 -229 -0.7%
Bank of America
19
Bank of America
North Carolina
$643K 31,928 +251 +0.8%
Wells Fargo
20
Wells Fargo
California
$638K 31,686 +250 +0.8%
WCM
21
WealthBridge Capital Management
Ohio
$511K 25,375 -2,585 -9%
WAM
22
Wolverine Asset Management
Illinois
$506K 25,108 +20,065 +398%
DWP
23
Daymark Wealth Partners
Ohio
$497K 24,700
PFA
24
Pettinga Financial Advisors
Indiana
$477K 23,672 +8,339 +54%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$390K 19,375 +189 +1%