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Bel Air Investment Advisors’s Public Storage PSA Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		– Sell
-38,181
Closed -$9.42M – 465
2021
Q1 		$9.42M Buy
+38,181
New +$8.89M 0.3% 55

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bel Air Investment Advisors's PSA Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Public Storage (PSA) in Q2 2021, closing a stake of 38,181 shares — an estimated $9.42M sold.

Bel Air Investment Advisors first reported a position in PSA in Q1 2021 and held it in 1 quarter. The position peaked at $9.42M in Q1 2021. 833 funds tracked by Wall St. Rank hold PSA as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Public Storage position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 38,181 Public Storage shares in Q2 2021, an estimated $9.42M.
  • Bel Air Investment Advisors first reported a position in Public Storage in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's Public Storage position peaked at $9.42M in Q1 2021.
  • 833 funds tracked by Wall St. Rank held Public Storage as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.