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Stocks / Cohen & Steers Select Pfd &
Institutional Ownership

Cohen & Steers Select Pfd &

CUSIP 19248Y107COMPSFQ1 2026

Institutional Holders
55
13F filers
Shares Held
3.26M
Aggregate institutional
Institutional Value
$62.94M
Q1 2026
Net New Holders
+5
7 new · 2 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

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Position Activity

Q1 2026

New positions7
Increased17
Decreased18
Sold out2

Institutional Holders

55 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Morgan Stanley862.6K$16.73M+21.4KAdded
2Ubs Group AG351.9K$6.82M+8.9KAdded
3Raymond James Financial Inc163.3K$3.17M+10.7KAdded
4Baldwin Wealth Partners LLC/Ma160.8K$3.12M8.1KReduced
5Invesco Ltd.153.4K$2.97M18.4KReduced
6Smith Asset Management Co., LLC130.6K$2.53M1.8KReduced
71607 Capital Partners, LLC111.8K$2.17M+111.8KNew
8Fiera Capital Corp99.9K$1.94M4.8KReduced
9Sanctuary Advisors, LLC91.9K$1.78M+4.3KAdded
10Guggenheim Capital LLC88.0K$1.71M52.5KReduced

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