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Bleakley Financial Group’s Public Storage PSA Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-1,384
Closed -$414K – 866
2024
Q4 		$414K Sell
1,384
-9
-0.6% -$2.99K 0.01% 669
2024
Q3 		$507K Buy
1,393
+79
+6% +$25.6K 0.02% 598
2024
Q2 		$378K Buy
1,314
+84
+7% +$23.2K 0.01% 691
2024
Q1 		$357K Buy
1,230
+57
+5% +$16.3K 0.01% 712
2023
Q4 		$358K Sell
1,173
-207
-15% -$54.9K 0.01% 683
2023
Q3 		$364K Sell
1,380
-546
-28% -$153K 0.01% 624
2023
Q2 		$562K Sell
1,926
-223
-10% -$65K 0.02% 557
2023
Q1 		$649K Buy
2,149
+311
+17% +$91.4K 0.02% 504
2022
Q4 		$515K Buy
+1,838
New +$536K 0.02% 549

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return