Corient Capital Partners’s Public Storage PSA Stock Holding History

Corient Capital Partners’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	$1.93M	Buy	6,166 +1	+0%	+$325	0.14%	128
2022 Q2	$1.93M	Sell	6,165 -1,229	-17%	-$426K	0.15%	135
2022 Q1	$2.89M	Sell	7,394 -1,827	-20%	-$663K	0.19%	114
2021 Q4	$3.45M	Buy	9,221 +888	+11%	+$297K	0.23%	102
2021 Q3	$2.48M	Buy	8,333 +908	+12%	+$285K	0.18%	124
2021 Q2	$2.23M	Buy	7,425 +1,908	+35%	+$535K	0.16%	123
2021 Q1	$1.36M	Buy	5,517 +752	+16%	+$175K	0.12%	155
2020 Q4	$1.1M	Buy	4,765 +997	+26%	+$229K	0.11%	172
2020 Q3	$839K	Buy	3,768 +63	+2%	+$12.9K	0.1%	182
2020 Q2	$711K	Buy	3,705 +2,451	+195%	+$473K	0.09%	207
2020 Q1	$249K	Buy	1,254 +200	+19%	+$42.8K	0.04%	327
2019 Q4	$224K	Sell	1,054 -114	-10%	-$25.3K	0.03%	412
2019 Q3	$286K	Buy	+1,168	New	+$293K	0.04%	348

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

Corient Capital Partners's PSA Position: Q3 2022 in Review

Corient Capital Partners increased its Public Storage (PSA) stake by 0.02% in Q3 2022, buying an estimated $325 and bringing the position to 6,166 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #128.

Corient Capital Partners first reported a position in PSA in Q3 2019 and has held it in 13 quarters since. The position peaked at $3.45M in Q4 2021. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

Corient Capital Partners held 6,166 shares of Public Storage worth $1.93M as of Q3 2022.
Corient Capital Partners bought 1 Public Storage share in Q3 2022, an estimated $325.
Public Storage made up 0.14% of Corient Capital Partners's portfolio in Q3 2022, its #128 holding.
Corient Capital Partners first reported a position in Public Storage in Q3 2019 and has held it in 13 quarters since.
Corient Capital Partners's Public Storage position peaked at $3.45M in Q4 2021.
932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.