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

Institutional Holders (2016Q3)
Portfolio Summary: 4 Institutional holders with a total value of $993,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FULTON BREAKEFIELD BROENNIMAN LLC 12,020 330,000 33.23%
2 ROOSEVELT INVESTMENT GROUP LLC 10,000 275,000 27.69%
3 PARAMETRIC PORTFOLIO ASSOCIATES LLC 8,112 223,000 22.46%
4 SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,000 165,000 16.62%

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.