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Cohen & Steers Tax Advan P shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Cohen & Steers Tax Advan P (PTA) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Cohen & Steers Tax Advan P

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Tax Advan P held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Tax Advan P by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1k 300 20.41

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Top funds holding Cohen & Steers Tax Advan P

UBS Group
Royal Bank of Canada
Raymond James Financial
Rockefeller Capital Management
Shaker Financial Services
HPM Partners
Stifel Financial
Polar Securities
CI Private Wealth
Wells Fargo & Company
Wedbush Morgan Securities
Rareview Capital
LPL Financial
Oppenheimer & Co
Citadel Advisors

View all funds holding Cohen & Steers Tax Advan P