PTA
COHEN & STEERS TAX ADVAN PFD
Institutional Ownership · Q4 2025
Filing: Q4 2025COHEN & STEERS TAX ADVAN PFD (PTA) is held by 56 institutional investors with combined holdings of $245M. Major holders include BANK OF AMERICA CORP /DE/, MORGAN STANLEY (MS, MS-P, UBS Group AG (UBS).
Institutional Holders
56
Total Value
$244.6M
Ownership %
23.1%
🏦 Top Institutional Holders
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)
4.1M shares
$79.6M
7.46% ownership
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
3.5M shares
$67.0M
6.28% ownership
UBS Group AG (UBS)
2.3M shares
$45.1M
4.22% ownership
ROYAL BANK OF CANADA (RY, RYLBF)
695.2K shares
$13.4M
1.26% ownership
Logan Stone Capital, LLC
268.6K shares
$5.2M
0.49% ownership