Cox Capital Management’s Public Storage PSA Stock Holding History

Cox Capital Management’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	-8,145	Closed	-$2.01M	–	81
2021 Q1	$2.01M	Sell	8,145 -130	-2%	-$30.3K	1.39%	33
2020 Q4	$1.91M	Buy	8,275 +280	+4%	+$64.2K	1.46%	30
2020 Q3	$1.78M	Buy	7,995 +153	+2%	+$31.3K	1.57%	25
2020 Q2	$1.5M	Buy	+7,842	New	+$1.51M	1.48%	28

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cox Capital Management's PSA Position: Q2 2021 in Review

Cox Capital Management sold out of Public Storage (PSA) in Q2 2021, closing a stake of 8,145 shares — an estimated $2.01M sold.

Cox Capital Management first reported a position in PSA in Q2 2020 and held it in 4 quarters. The position peaked at $2.01M in Q1 2021. 834 funds tracked by Wall St. Rank hold PSA as of Q2 2021.

Cox Capital Management reported no remaining Public Storage position as of Q2 2021 after selling out during the quarter.
Cox Capital Management sold 8,145 Public Storage shares in Q2 2021, an estimated $2.01M.
Cox Capital Management first reported a position in Public Storage in Q2 2020 and held it in 4 quarters.
Cox Capital Management's Public Storage position peaked at $2.01M in Q1 2021.
834 funds tracked by Wall St. Rank held Public Storage as of Q2 2021.

Based on Cox Capital Management's 13F filing for Q2 2021, filed 2 Jul 2021.