PSF COHEN & STEERS SELECT PFD &

Ownership history in Cornerstone Advisory, LLC  ·  11 quarters on record

AI Ownership Summary

Cornerstone Advisory, LLC reported COHEN & STEERS SELECT PFD & (PSF) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.48% in 2023 Q4. The latest visible filing shows PSF at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Advisory, LLC's position in COHEN & STEERS SELECT PFD &, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PSF was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornerstone Advisory, LLC held PSF — position size vs. price
% of Fund (quarterly)    PSF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 35,510 0% 0.07% $720K 2026-02-14 (Est.) $20.37
2025 Q3 REDUCED 35,510 -6,000 -14.5% 0.07% $738K 2025-11-07 $20.13
2025 Q2 REDUCED 41,510 -9,468 -18.6% 0.09% $836K 2025-07-30 $19.55
2025 Q1 REDUCED 50,978 -51,934 -50.5% 0.11% $982K 2025-05-07 $17.99
2024 Q4 REDUCED 102,912 -47,309 -31.5% 0.24% $2.1M 2025-02-18 $18.76
2024 Q3 REDUCED 150,221 -11,223 -7.0% 0.42% $3.2M 2024-11-12 $18.50
2024 Q2 REDUCED 161,444 -1,843 -1.1% 0.45% $3.2M 2024-08-14 $17.50
2024 Q1 REDUCED 163,287 -744 -0.5% 0.47% $3.3M 2024-05-08 $16.70
2023 Q4 ADDED 164,031 +49,988 +43.8% 0.48% $3.1M 2024-02-13 $16.33
2023 Q3 ADDED 114,043 +56,393 +97.8% 0.36% $2.1M 2023-11-14 $16.05
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cornerstone Advisory, LLC and PSF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Advisory, LLC reported owning PSF?

Cornerstone Advisory, LLC reported PSF across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PSF position in Cornerstone Advisory, LLC's portfolio?

The largest reported portfolio weight for PSF was 0.48% in 2023 Q4.

What is the latest reported PSF position on this page?

The most recent filing on this page is 2025 Q4, when Cornerstone Advisory, LLC reported 35,510 shares, equal to 0.07% of portfolio, with an estimated market value of $720K.

What does the chart on this PSF ownership page compare?

The chart compares Cornerstone Advisory, LLC's quarterly PSF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Cornerstone Advisory, LLC Holdings