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PUBLIC STORAGE SER W 5.2 CALL
PUBLIC STORAGE SER W 5.2 CALL. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 3 Institutional holders with a total value of $1,626,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AR ASSET MANAGEMENT INC 53,000 1,197,000 73.62%
2 Geneva Advisors, LLC 18,000 406,000 24.97%
3 CapWealth Advisors, LLC 1,000 23,000 1.41%

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.