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

Institutional Holders (2014Q4)
Portfolio Summary: 4 Institutional holders with a total value of $4,904,452.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ROOSEVELT INVESTMENT GROUP LLC 118,806 3,133,000 63.88%
2 MassMutual Private Wealth & Trust, FSB 38,925 1,026,452 20.93%
3 SPIRIT OF AMERICA MANAGEMENT CORP/NY 16,000 422,000 8.60%
4 NORTHSTAR INVESTMENT ADVISORS LLC 12,265 323,000 6.59%

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.