Dark
Light
System
Security
Public Storage REIT
Public Storage REIT. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 11 Institutional holders with a total value of $32,030,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SCOUT INVESTMENTS, INC. 87,179 19,084,000 59.58%
2 Laurel Grove Capital, LLC 20,545 4,498,000 14.04%
3 World Asset Management Inc 18,440 4,037,000 12.60%
4 MONETARY MANAGEMENT GROUP INC 4,865 1,065,000 3.33%
5 Evercore Wealth Management, LLC 3,925 859,000 2.68%
6 MORRIS CAPITAL ADVISORS, LLC 2,360 517,000 1.61%
7 J.P. Morgan Private Wealth Advisors LLC 2,321 508,000 1.59%
8 KCM INVESTMENT ADVISORS LLC 2,040 447,000 1.40%
9 EVERETT HARRIS & CO /CA/ 1,878 411,000 1.28%
10 DOHENY ASSET MANAGEMENT /CA 1,842 403,000 1.26%
11 BB&T SECURITIES, LLC 920 201,000 0.63%

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.