Advisor Partners II’s Public Storage PSA Stock Holding History

Advisor Partners II’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.7M	Sell	6,441 -412	-6%	-$115K	0.07%	317
2023 Q2	$2M	Sell	6,853 -127	-2%	-$37K	0.09%	214
2023 Q1	$2.11M	Buy	6,980 +148	+2%	+$43.5K	0.12%	180
2022 Q4	$1.91M	Buy	6,832 +1,313	+24%	+$383K	0.12%	188
2022 Q3	$1.62M	Buy	+5,519	New	+$1.8M	0.12%	174

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisor Partners II's PSA Position: Q3 2023 in Review

Advisor Partners II reduced its Public Storage (PSA) stake by 6% in Q3 2023, selling an estimated $115K and leaving 6,441 shares worth $1.7M. The position accounts for 0.07% of the portfolio, ranked #317.

Advisor Partners II first reported a position in PSA in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.11M in Q1 2023. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Advisor Partners II held 6,441 shares of Public Storage worth $1.7M as of Q3 2023.
Advisor Partners II sold 412 Public Storage shares in Q3 2023, an estimated $115K.
Public Storage made up 0.07% of Advisor Partners II's portfolio in Q3 2023, its #317 holding.
Advisor Partners II first reported a position in Public Storage in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's Public Storage position peaked at $2.11M in Q1 2023.
978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.