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Cohen & Steers Select Preferred & Income Fund

49 hedge funds and large institutions have $63M 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, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5% more capital invested

Capital invested by funds: $59.8M → $63M (+$3.28M)

1.15% more ownership

Funds ownership: 24.85%26% (+1.2%)

0% more funds holding

Funds holding: 4949 (0)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.9M -$88K -4,532 -0.6%
UBS Group
2
UBS Group
Switzerland
$7.34M -$56.9K -2,933 -0.8%
GC
3
Guggenheim Capital
Illinois
$5.91M +$868K +44,708 +18%
Invesco
4
Invesco
Georgia
$3.84M +$308K +15,851 +9%
BWP
5
Baldwin Wealth Partners
Massachusetts
$3.43M +$4.83K +249 +0.1%
Raymond James Financial
6
Raymond James Financial
Florida
$2.95M +$50.3K +2,591 +2%
SAM
7
Smith Asset Management
Florida
$2.74M -$28.3K -1,456 -1%
SFS
8
Shaker Financial Services
Virginia
$1.76M +$389K +20,026 +30%
LPL Financial
9
LPL Financial
California
$1.61M +$291K +14,980 +23%
KPWS
10
Kestra Private Wealth Services
Texas
$1.52M -$19.7K -1,017 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.35M -$62.6K -3,226 -5%
MFG
12
Merit Financial Group
Georgia
$1.25M +$1.21M +62,247 New
SIA
13
Sit Investment Associates
Minnesota
$990K
HI
14
Harbour Investments
Wisconsin
$944K +$91.2K +4,700 +11%
Osaic Holdings
15
Osaic Holdings
Arizona
$896K +$21.2K +1,094 +3%
KAS
16
Kestra Advisory Services
Texas
$841K -$19.2K -988 -2%
CA
17
Cornerstone Advisory
Maryland
$836K -$184K -9,468 -19%
GP
18
Gridiron Partners
Pennsylvania
$812K
Truist Financial
19
Truist Financial
North Carolina
$675K -$4.45K -229 -0.7%
Bank of America
20
Bank of America
North Carolina
$643K +$4.87K +251 +0.8%
Wells Fargo
21
Wells Fargo
California
$638K +$4.85K +250 +0.8%
WCM
22
WealthBridge Capital Management
Ohio
$511K -$50.2K -2,585 -9%
WAM
23
Wolverine Asset Management
Illinois
$506K +$390K +20,065 +398%
DWP
24
Daymark Wealth Partners
Ohio
$497K
PFA
25
Pettinga Financial Advisors
Indiana
$477K +$162K +8,339 +54%

PSF Hedge Fund Activity: Q2 2025 in Review

49 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q2 2025, worth a combined $63M — up 5.5% from $59.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PSF positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $1.21M. The largest seller was Pathstone Holdings, exiting entirely with an estimated $498K sold.

  • 49 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $63M of Cohen & Steers Select Preferred & Income Fund stock for Q2 2025, up 5.5% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q2 2025 and 6 closed out, a net change of +1 holder.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q2 2025 was Merit Financial Group, an estimated $1.21M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q2 2025 was Pathstone Holdings, an estimated $498K sold.

Based on aggregated 13F filings for Q2 2025.