Who Owns COHEN & STEERS (PTA)? -- Institutional Holders (2026-06-30)

68 institutions reported holding $247.7M of COHEN & STEERS (PTA) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($79.6M), BANK OF AMERICA CORP /DE/ ($67.6M), UBS Group AG ($48.9M), Royal Bank of Canada ($13.0M), RAYMOND JAMES FINANCIAL INC ($6.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$79.6M4.2MAdded
2BANK OF AMERICA CORP /DE/$67.6M3.5MTrimmed
3UBS Group AG$48.9M2.6MAdded
4Royal Bank of Canada$13.0M675,814Trimmed
5RAYMOND JAMES FINANCIAL INC$6.9M359,653Trimmed
6Rockefeller Capital Management L.P.$3.9M202,971Added
7STIFEL FINANCIAL CORP$3.0M155,674Added
8Lido Advisors, LLC$2.8M143,451Added
9Shaker Financial Services, LLC$1.9M97,919Trimmed
10Pettinga Financial Advisors LLC$1.6M85,599Added
11FIFTH THIRD BANCORP$1.3M70,015Trimmed
12FIRST TRUST ADVISORS LP$1.3M68,480Added
13LPL Financial LLC$1.2M62,617Added
14WEDBUSH SECURITIES INC$1.1M59,844Trimmed
15OPPENHEIMER & CO INC$1.0M53,181Trimmed
16CITADEL ADVISORS LLC$998,18552,043Trimmed
17GUGGENHEIM CAPITAL LLC$957,36949,915Added
18NewEdge Advisors, LLC$804,21941,930Trimmed
19RFG Advisory, LLC$780,11540,673Added
20Corient Private Wealth LLC$682,21035,569Trimmed
21WELLS FARGO & COMPANY/MN$651,26633,955Added
22Rareview Capital LLC$542,38127,393Trimmed
23Equitable Holdings, Inc.$518,01327,008Added
24Logan Stone Capital, LLC$478,90524,969Trimmed
25Cetera Investment Advisers$426,84222,255Added

来源：SEC 13F 申报文件 · 截至 2026-06-30