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COHEN & STEERS PFD SEC CL I
COHEN & STEERS PFD SEC CL I. Institutional holdings reported to the SEC.
Institutional Holders (2016Q2)
Portfolio Summary: 2 Institutional holders with a total value of $1,599,343.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 6,823 93,343 5.84%
2 LPL Financial LLC 109,951 1,506,000 94.16%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.