PTA COHEN & STEERS TAX ADVAN PFD: institutional ownership and insider trading

63 funds reported holding $246M of COHEN & STEERS TAX ADVAN PFD in their latest 13F filings; in Q2 2026 funds net sold $2.10M, with 8 new positions and 7 funds selling out.

Famous investors holding PTA

Largest institutional holders of PTA

  1. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $79.6M
  2. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $67.6M
  3. UBS Group AG (UBS) — $48.9M
  4. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $13.0M
  5. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $6.90M
  6. Rockefeller Capital Management L.P. — $3.89M
  7. STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $2.99M
  8. Lido Advisors, LLC — $2.75M
  9. FIFTH THIRD BANCORP (FITB, FITBI, FITBO, FITBP) — $1.34M
  10. FIRST TRUST ADVISORS LP — $1.31M

Members of Congress trading PTA

All PTA 13F holders