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PUBLIC STORAGE 5.4 PFD
PUBLIC STORAGE 5.4 PFD. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 5 Institutional holders with a total value of $2,678,352.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SPIRIT OF AMERICA MANAGEMENT CORP/NY 43,200 1,141,000 42.60%
2 ROOSEVELT INVESTMENT GROUP LLC 34,606 914,000 34.13%
3 HANCOCK WHITNEY CORP 20,000 528,000 19.71%
4 Apriem Advisors 2,400 63,000 2.35%
5 SONORA INVESTMENT MANAGEMENT, LLC 1,225 32,352 1.21%

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.