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PUBLIC STORAGE 6.5% PFD
PUBLIC STORAGE 6.5% PFD. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 5 Institutional holders with a total value of $4,676,265.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ROOSEVELT INVESTMENT GROUP LLC 112,156 2,941,000 62.89%
2 MassMutual Private Wealth & Trust, FSB 35,975 943,265 20.17%
3 SPIRIT OF AMERICA MANAGEMENT CORP/NY 16,000 420,000 8.98%
4 NORTHSTAR INVESTMENT ADVISORS LLC 12,265 322,000 6.89%
5 AMERIPRISE FINANCIAL INC 1,905 50,000 1.07%

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.