Bailard’s Public Storage PSA Stock Holding History

Bailard’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
2022 Q2	–	Sell	-519	Closed	-$203K	–	774
2022 Q1	$203K	Buy	+519	New	+$188K	0.01%	672
2018 Q1	–	Sell	-1,432	Closed	-$299K	–	504
2017 Q4	$299K	Buy	1,432 +490	+52%	+$104K	0.02%	372
2017 Q3	$202K	Sell	942 -119	-11%	-$24.6K	0.02%	290
2017 Q2	$221K	Hold	1,061	–	–	0.02%	262
2017 Q1	$232K	Hold	1,061	–	–	0.02%	271
2016 Q4	$237K	Sell	1,061 -520	-33%	-$111K	0.02%	277
2016 Q3	$353K	Buy	1,581 +639	+68%	+$149K	0.03%	233
2016 Q2	$241K	Buy	942 +10	+1%	+$2.57K	0.03%	266
2016 Q1	$257K	Buy	+932	New	+$235K	0.04%	215
2015 Q4	–	Sell	-4,432	Closed	-$938K	–	306
2015 Q3	$938K	Sell	4,432 -900	-17%	-$183K	0.15%	101
2015 Q2	$983K	Hold	5,332	–	–	0.15%	101
2015 Q1	$1.05M	Buy	5,332 +2,600	+95%	+$515K	0.15%	98
2014 Q4	$505K	Buy	2,732 +800	+41%	+$145K	0.07%	147
2014 Q3	$320K	Buy	+1,932	New	+$332K	0.05%	172
2013 Q4	–	Sell	-6,209	Closed	-$997K	–	237
2013 Q3	$997K	Buy	6,209 +4,500	+263%	+$713K	0.19%	97
2013 Q2	$262K	Buy	+1,709	New	+$269K	0.05%	156

Other funds holding PSA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM