Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund

NYSE:PTA USA Asset Management
Market Cap
$1.06 Billion
Market Cap Rank
#39658 Global
#12904 in USA
Share Price
$19.15
Change (1 day)
+1.00%
52-Week Range
$17.61 - $20.88
All Time High
$20.96
About

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund is a close-end fixed income mutual fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets of global region. The fund invests directly and through derivates in preferred stock and debt securities, floating-rate and fixed-to-floating-rate preferred secu… Read more

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) - Total Assets

Latest total assets as of April 2025: $1.71 Billion USD

Based on the latest financial reports, Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) holds total assets worth $1.71 Billion USD as of April 2025.

Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments.

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund - Total Assets Trend (2020–2024)

This chart illustrates how Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund - Asset Composition Analysis

Current Asset Composition (October 2024)

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's total assets of $1.71 Billion consist of 1.2% current assets and 98.8% non-current assets.

Asset Category Amount (USD) % of Total Assets
Cash & Equivalents $0.00 0.1%
Accounts Receivable $19.77 Million 1.1%
Inventory $0.00 0.0%
Property, Plant & Equipment $0.00 0.0%
Intangible Assets $0.00 0.0%
Goodwill $0.00 0.0%

Asset Composition Trend (2020–2024)

This chart illustrates how Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution.

Key Asset Composition Facts

  • Current vs. Non-Current Assets: Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's current assets represent 1.2% of total assets in 2024, an increase from 0.2% in 2020.
  • Cash Position: Cash and equivalents constituted 0.1% of total assets in 2024, up from 0.0% in 2020.
  • Tangible vs. Intangible: Intangible assets (including goodwill) make up 0.0% of total assets, unchanged from 0.0% in 2020.
  • Asset Diversification: The largest asset category is accounts receivable at 1.1% of total assets.

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Competitors by Total Assets

Key competitors of Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund based on total assets are shown below.

Company Country Total Assets
Bexil Cp
PINK:BXLC
USA $29.44 Million
Norte Grande
SN:NORTEGRAN
Chile CL$2.91 Billion
BlackRock Capital Allocation Trust
NYSE:BCAT
USA $1.87 Billion
Big Tech 50 R&D-Limited Partnership
TA:BIGT
Israel ILA14.08 Million
Zhuhai Huajin Capital Co Ltd
SHE:000532
China CN¥2.38 Billion
Shaanxi International Trust Co Ltd
SHE:000563
China CN¥29.45 Billion
Sichuan Shuangma Cement Co Ltd
SHE:000935
China CN¥9.30 Billion
Sk Securities
KO:001510
Korea ₩7.28 Trillion

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund - Asset Efficiency Metrics

Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.

Asset Turnover Ratio

Measures how efficiently a company uses its assets to generate sales

Historical Range: -0.13 - 0.14

Lower asset utilization - Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund generates 0.14x its asset value in annual revenue.

Return on Assets (ROA)

Measures how efficiently a company uses its assets to generate profits

Historical Range: -12.74% - 13.55%

Excellent ROA - For every $100 in assets, Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund generates $ 13.55 in net profit.

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund - Liquidity and Working Capital Analysis

Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.

Key Liquidity Metrics

Metric Current 1 Year Ago 5 Years Ago
Current Ratio 5.19 5.36 2.29
Quick Ratio 5.19 5.36 2.29
Cash Ratio 0.00 0.00 0.00
Working Capital $18.99 Million $ 26.59 Million $ 11.25 Million

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund - Advanced Valuation Insights

This section examines the relationship between Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.

Key Valuation Metrics

Current Price-to-Book Ratio 0.97
Latest Market Cap to Assets Ratio 0.00
Asset Growth Rate (YoY) 9.6%
Total Assets $1.78 Billion
Market Capitalization $181.93K USD

Valuation Analysis

Below Book Valuation: The market values Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's assets below their book value (0.00 x), which may indicate investor concerns about asset quality or future growth.

Positive Asset Growth: Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's assets grew by 9.6% over the past year, showing continued investment in the company's operational capacity.

Annual Total Assets for Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (2020–2024)

The table below shows the annual total assets of Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund from 2020 to 2024.

Year Total Assets Change
2024-10-31 $1.78 Billion +9.60%
2023-10-31 $1.63 Billion -10.11%
2022-10-31 $1.81 Billion -15.12%
2021-10-31 $2.13 Billion +35.03%
2020-10-31 $1.58 Billion --