Alpine Woods Capital Investors’s Public Storage PSA Stock Holding History

Alpine Woods Capital Investors’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
2018 Q2	–	Sell	-22,065	Closed	-$4.42M	–	343
2018 Q1	$4.42M	Sell	22,065 -1,800	-8%	-$351K	0.23%	120
2017 Q4	$4.99M	Hold	23,865	–	–	0.25%	125
2017 Q3	$5.11M	Hold	23,865	–	–	0.26%	122
2017 Q2	$4.98M	Sell	23,865 -400	-2%	-$86K	0.27%	116
2017 Q1	$5.31M	Sell	24,265 -800	-3%	-$177K	0.28%	108
2016 Q4	$5.6M	Buy	25,065 +50	+0.2%	+$10.6K	0.31%	108
2016 Q3	$5.58M	Sell	25,015 -100	-0.4%	-$23.4K	0.31%	102
2016 Q2	$6.42M	Buy	25,115 +25	+0.1%	+$6.42K	0.38%	87
2016 Q1	$6.92M	Sell	25,090 -1,575	-6%	-$397K	0.4%	92
2015 Q4	$6.61M	Buy	26,665 +400	+2%	+$93.7K	0.35%	95
2015 Q3	$5.56M	Hold	26,265	–	–	0.3%	114
2015 Q2	$4.84M	Hold	26,265	–	–	0.25%	118
2015 Q1	$5.18M	Sell	26,265 -1,000	-4%	-$198K	0.26%	114
2014 Q4	$5.04M	Hold	27,265	–	–	0.26%	106
2014 Q3	$4.52M	Sell	27,265 -1,000	-4%	-$172K	0.24%	112
2014 Q2	$4.84K	Hold	28,265	–	–	0.13%	102
2014 Q1	$4.76M	Hold	28,265	–	–	0.26%	98
2013 Q4	$4.25M	Sell	28,265 -2,000	-7%	-$320K	0.24%	104
2013 Q3	$4.86M	Sell	30,265 -500	-2%	-$79.2K	0.3%	90
2013 Q2	$4.72M	Buy	+30,765	New	+$4.85M	0.3%	86

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpine Woods Capital Investors's PSA Position: Q2 2018 in Review

Alpine Woods Capital Investors sold out of Public Storage (PSA) in Q2 2018, closing a stake of 22,065 shares — an estimated $4.42M sold.

Alpine Woods Capital Investors first reported a position in PSA in Q2 2013 and held it in 20 quarters. The position peaked at $6.92M in Q1 2016. 692 funds tracked by Wall St. Rank hold PSA as of Q2 2018.

Alpine Woods Capital Investors reported no remaining Public Storage position as of Q2 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 22,065 Public Storage shares in Q2 2018, an estimated $4.42M.
Alpine Woods Capital Investors first reported a position in Public Storage in Q2 2013 and held it in 20 quarters.
Alpine Woods Capital Investors's Public Storage position peaked at $6.92M in Q1 2016.
692 funds tracked by Wall St. Rank held Public Storage as of Q2 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2018, filed 9 Aug 2018.