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Public Storage REIT
Public Storage REIT. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 13 Institutional holders with a total value of $54,961,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NorthCoast Asset Management LLC 158,633 40,545,000 73.77%
2 World Asset Management Inc 17,974 4,594,000 8.36%
3 Laurel Grove Capital, LLC 13,275 3,393,000 6.17%
4 Willingdon Wealth Management 10,063 2,572,000 4.68%
5 FIRST FOUNDATION ADVISORS 2,931 749,000 1.36%
6 Evercore Wealth Management, LLC 2,610 667,000 1.21%
7 RUANE, CUNNIFF & GOLDFARB INC 2,492 637,000 1.16%
8 MORRIS CAPITAL ADVISORS, LLC 2,152 550,000 1.00%
9 EVERETT HARRIS & CO /CA/ 1,878 480,000 0.87%
10 CrestPoint Capital Management, LLC 1,100 281,000 0.51%
11 Reynders McVeigh Capital Management, LLC 963 246,000 0.45%
12 KCM INVESTMENT ADVISORS LLC 948 242,000 0.44%
13 JAMES INVESTMENT RESEARCH, INC. 20 5,000 0.01%

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.