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Cohen & Steers Select Preferred & Income Fund
PSF

Overview Fund Activity

49 hedge funds and large institutions have $59.8M invested in Cohen & Steers Select Preferred & Income Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.9M
2
GC
2
Guggenheim Capital
Illinois
$4.98M
3
HI
3
Harbour Investments
Wisconsin
$843K
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$498K
5
UBS Group
5
UBS Group
Switzerland
$7.34M

Top Sellers

1
CA
1
Cornerstone Advisory
Maryland
$982K
2
SIA
2
Sit Investment Associates
Minnesota
$982K
3
Cerity Partners
3
Cerity Partners
New York
$0
4
Walleye Capital
4
Walleye Capital
New York
$0
5
PFA
5
Pettinga Financial Advisors
Indiana
$307K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.9M 795,976 +113,230 +17%
UBS Group
2
UBS Group
Switzerland
$7.34M 367,141 +15,628 +4%
GC
3
Guggenheim Capital
Illinois
$4.98M 248,915 +67,404 +37%
Invesco
4
Invesco
Georgia
$3.49M 174,809 +11,772 +7%
BWP
5
Baldwin Wealth Partners
Massachusetts
$3.4M 170,105 -1,629 -0.9%
Raymond James Financial
6
Raymond James Financial
Florida
$2.88M 144,004 +8,790 +7%
SAM
7
Smith Asset Management
Florida
$2.75M 137,342 -1,245 -0.9%
KPWS
8
Kestra Private Wealth Services
Texas
$1.52M 76,260 -5,413 -7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.41M 70,488 +7,895 +13%
SFS
10
Shaker Financial Services
Virginia
$1.35M 67,543 -125 -0.2%
LPL Financial
11
LPL Financial
California
$1.3M 65,107 -2,265 -3%
CA
12
Cornerstone Advisory
Maryland
$982K 50,978 -51,934 -50%
SIA
13
Sit Investment Associates
Minnesota
$982K 49,132 -22,731 -32%
Osaic Holdings
14
Osaic Holdings
Arizona
$868K 43,400 -2,300 -5%
KAS
15
Kestra Advisory Services
Texas
$855K 42,770 +9,826 +30%
HI
16
Harbour Investments
Wisconsin
$843K 42,154 +28,420 +207%
GP
17
Gridiron Partners
Pennsylvania
$805K 40,295 – –
Truist Financial
18
Truist Financial
North Carolina
$674K 33,724 +2,789 +9%
Bank of America
19
Bank of America
North Carolina
$633K 31,677 -724 -2%
Wells Fargo
20
Wells Fargo
California
$628K 31,436 +7,395 +31%
WCM
21
WealthBridge Capital Management
Ohio
$559K 27,960 +850 +3%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$498K 24,759 +24,759 New
DWP
23
Daymark Wealth Partners
Ohio
$494K 24,700 – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$384K 19,186 +165 +0.9%
RAM
25
Readystate Asset Management
Illinois
$361K 18,058 +1,169 +7%
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