Institutional Ownership
Cohen & Steers Tax Advan Pfd
CUSIP 19249X108COMPTAQ1 2026
Institutional Holders
58
13F filers
Shares Held
13.01M
Aggregate institutional
Institutional Value
$241.16M
Q1 2026
Net New Holders
-1
11 new · 12 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased22
Decreased17
Sold out12
Institutional Holders
58 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.87M | $72.57M | +402.0K | Added |
| 2 | Bank Of America Corp /De/ | 3.69M | $69.22M | −428.1K | Reduced |
| 3 | Ubs Group AG | 2.39M | $44.75M | +53.1K | Added |
| 4 | Royal Bank Of Canada | 719.1K | $13.48M | +23.9K | Added |
| 5 | Raymond James Financial Inc | 433.7K | $8.13M | −68.4K | Reduced |
| 6 | Logan Stone Capital, LLC | 264.1K | $4.95M | −4.5K | Reduced |
| 7 | Rockefeller Capital Management L.P. | 201.3K | $3.77M | +15.4K | Added |
| 8 | Shaker Financial Services, LLC | 146.2K | $2.74M | −1.3K | Reduced |
| 9 | Stifel Financial Corp | 145.8K | $2.73M | +44.1K | Added |
| 10 | Independent Advisor Alliance | 81.1K | $1.52M | +81.1K | New |
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