Denali Advisors’s Public Storage PSA Stock Holding History

Denali 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
2024 Q2	–	Sell	-900	Closed	-$261K	–	392
2024 Q1	$261K	Sell	900 -700	-44%	-$201K	0.08%	203
2023 Q4	$488K	Hold	1,600	–	–	0.15%	142
2023 Q3	$422K	Buy	1,600 +500	+45%	+$140K	0.15%	157
2023 Q2	$321K	Buy	+1,100	New	+$321K	0.11%	182
2022 Q1	–	Sell	-500	Closed	-$187K	–	418
2021 Q4	$187K	Hold	500	–	–	0.07%	156
2021 Q3	$149K	Buy	+500	New	+$157K	0.06%	159
2021 Q2	–	Sell	-3,800	Closed	-$938K	–	351
2021 Q1	$938K	Buy	3,800 +1,500	+65%	+$349K	0.29%	112
2020 Q4	$531K	Buy	+2,300	New	+$527K	0.09%	199
2019 Q1	–	Sell	-7,600	Closed	-$1.54M	–	281
2018 Q4	$1.54M	Sell	7,600 -9,800	-56%	-$2M	0.26%	71
2018 Q3	$3.51M	Buy	17,400 +8,700	+100%	+$1.88M	0.52%	56
2018 Q2	$1.97M	Sell	8,700 -8,100	-48%	-$1.69M	0.3%	65
2018 Q1	$3.37M	Sell	16,800 -2,400	-13%	-$468K	0.54%	59
2017 Q4	$4.01M	Buy	19,200 +18,800	+4,700%	+$3.97M	0.62%	53
2017 Q3	$86K	Buy	+400	New	+$82.7K	0.01%	120
2017 Q1	–	Sell	-7,100	Closed	-$1.59M	–	300
2016 Q4	$1.59M	Buy	+7,100	New	+$1.51M	0.28%	86

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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