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Public Storage Series U 5.375
Public Storage Series U 5.375. Institutional holdings reported to the SEC.
Institutional Holders (2015Q2)
Portfolio Summary: 2 Institutional holders with a total value of $263,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Geneva Advisors, LLC 10,009 244,000 92.78%
2 CapWealth Advisors, LLC 800 19,000 7.22%

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.