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

Institutional Holders (2015Q1)
Portfolio Summary: 5 Institutional holders with a total value of $4,624,512.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ROOSEVELT INVESTMENT GROUP LLC 114,011 3,001,000 64.89%
2 MassMutual Private Wealth & Trust, FSB 34,100 897,512 19.41%
3 SPIRIT OF AMERICA MANAGEMENT CORP/NY 16,000 421,000 9.10%
4 NORTHSTAR INVESTMENT ADVISORS LLC 11,105 292,000 6.31%
5 PNC FINANCIAL SERVICES GROUP, INC. 500 13,000 0.28%

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.