COHEN & STEERS TAX ADVAN PFD (PTA): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in PTA. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
2
13F filers
Aggregate Value
$4.9M
Across holders
Last Price
$17.05
2026-10-08
Sector
GICS
Quarterly fund activity1 increased1 reduced0 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 203K | $3.9M | 79.6% | 0.0% | Added | $-6.9M | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 52K | $998K | 20.4% | 0.0% | Reduced | $-125K | Q2 2026 |
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