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PTA

COHEN & STEERS TAX ADVAN PFD

Institutional Ownership · Q4 2025

Filing: Q4 2025

COHEN & 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, UBS Group AG.

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Institutional Holders
56
Total Value
$244.6M
Ownership %
23.1%

🏦 Top Institutional Holders

BANK OF AMERICA CORP /DE/
4.1M shares
$79.6M
7.46% ownership
MORGAN STANLEY
3.5M shares
$67.0M
6.28% ownership
UBS Group AG
2.3M shares
$45.1M
4.22% ownership
ROYAL BANK OF CANADA
695.2K shares
$13.4M
1.26% ownership
Logan Stone Capital, LLC
268.6K shares
$5.2M
0.49% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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