BRR OpCo’s Public Storage PSA Stock Holding History

BRR OpCo’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 Q3	$1.44M	Sell	4,910 -170	-3%	-$55.3K	0.18%	77
2022 Q2	$1.59M	Buy	5,080 +283	+6%	+$98K	0.19%	67
2022 Q1	$1.87M	Sell	4,797 -64	-1%	-$23.2K	0.2%	67
2021 Q4	$1.82M	Sell	4,861 -80	-2%	-$26.7K	0.2%	72
2021 Q3	$1.47M	Sell	4,941 -300	-6%	-$94.1K	0.17%	80
2021 Q2	$1.58M	Sell	5,241 -65	-1%	-$18.2K	0.17%	74
2021 Q1	$1.31M	Buy	5,306 +385	+8%	+$89.7K	0.16%	80
2020 Q4	$1.14M	Buy	4,921 +35	+0.7%	+$8.02K	0.17%	79
2020 Q3	$1.09M	Buy	4,886 +880	+22%	+$180K	0.18%	76
2020 Q2	$769K	Buy	4,006 +918	+30%	+$177K	0.13%	89
2020 Q1	$613K	Buy	3,088 +634	+26%	+$136K	0.12%	95
2019 Q4	$523K	Buy	2,454 +432	+21%	+$95.9K	0.07%	114
2019 Q3	$496K	Buy	2,022 +163	+9%	+$40.9K	0.08%	111
2019 Q2	$443K	Buy	+1,859	New	+$426K	0.07%	119

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Norges Bank Oslo, Norway $935B AUM

BRR OpCo's PSA Position: Q3 2022 in Review

BRR OpCo reduced its Public Storage (PSA) stake by 3.3% in Q3 2022, selling an estimated $55.3K and leaving 4,910 shares worth $1.44M. The position accounts for 0.18% of the portfolio, ranked #77.

BRR OpCo first reported a position in PSA in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.87M in Q1 2022. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

BRR OpCo held 4,910 shares of Public Storage worth $1.44M as of Q3 2022.
BRR OpCo sold 170 Public Storage shares in Q3 2022, an estimated $55.3K.
Public Storage made up 0.18% of BRR OpCo's portfolio in Q3 2022, its #77 holding.
BRR OpCo first reported a position in Public Storage in Q2 2019 and has held it in 14 quarters since.
BRR OpCo's Public Storage position peaked at $1.87M in Q1 2022.
932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.