3 institutions reported holding $193,046 of COHEN & STEERS TAX ADVAN PFD (PTA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Noble Wealth Management PBC ($120,546), MassMutual Private Wealth & Trust, FSB ($43,730), ELEVATION WEALTH PARTNERS, LLC ($28,770). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $120,546 | 6,285 | Trimmed |
| 2 | MassMutual Private Wealth & Trust, FSB | $43,730 | 2,280 | Hold |
| 3 | ELEVATION WEALTH PARTNERS, LLC | $28,770 | 1,500 | New |
Source: SEC Form 13F filings · as of 2026-06-30