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Public Storage Ser Z
Public Storage Ser Z. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 6 Institutional holders with a total value of $1,294,900.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FULTON BREAKEFIELD BROENNIMAN LLC 12,020 339,000 26.18%
2 ROOSEVELT INVESTMENT GROUP LLC 10,000 282,000 21.78%
3 MassMutual Private Wealth & Trust, FSB 10,000 281,900 21.77%
4 PARAMETRIC PORTFOLIO ASSOCIATES LLC 7,864 222,000 17.14%
5 SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,000 169,000 13.05%
6 MYCIO WEALTH PARTNERS, LLC 33 1,000 0.08%

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.