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PUBLIC STORAGE PERP/CALL SER W 1/16/18 QRTLY
PUBLIC STORAGE PERP/CALL SER W 1/16/18 QRTLY. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 6 Institutional holders with a total value of $1,010,717.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Vision Capital Management, Inc. 14,925 330,000 32.65%
2 Janney Montgomery Scott LLC 11,550 255,717 25.30%
3 WEATHERLY ASSET MANAGEMENT L. P. 8,000 177,000 17.51%
4 TOCQUEVILLE ASSET MANAGEMENT L.P. 7,900 175,000 17.31%
5 REILLY FINANCIAL ADVISORS, LLC 2,450 55,000 5.44%
6 PRIVATE TRUST CO NA 800 18,000 1.78%

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.