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DFPG Investments’s Public Storage PSA Stock Holding History

DFPG Investments’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
2023
Q4 		$1.05M Buy
3,465
+1,884
+119% +$500K 0.08% 225
2023
Q3 		$390K Buy
1,581
+13
+0.8% +$3.64K 0.04% 409
2023
Q2 		$459K Buy
1,568
+748
+91% +$218K 0.04% 395
2023
Q1 		$248K Sell
820
-7
-0.8% -$2.06K 0.03% 470
2022
Q4 		$243K Buy
827
+125
+18% +$36.5K 0.04% 394
2022
Q3 		$205K Hold
702
– – 0.09% 162
2022
Q2 		$217K Hold
702
– – 0.09% 142
2022
Q1 		$288K Hold
702
– – 0.11% 121
2021
Q4 		$247K Buy
+702
New +$234K 0.1% 141

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DFPG Investments's PSA Position: Q4 2023 in Review

DFPG Investments increased its Public Storage (PSA) stake by 119% in Q4 2023, buying an estimated $500K and bringing the position to 3,465 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #225.

DFPG Investments first reported a position in PSA in Q4 2021 and has held it in 9 quarters since. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

  • DFPG Investments held 3,465 shares of Public Storage worth $1.05M as of Q4 2023.
  • DFPG Investments bought 1,884 Public Storage shares in Q4 2023, an estimated $500K.
  • Public Storage made up 0.08% of DFPG Investments's portfolio in Q4 2023, its #225 holding.
  • DFPG Investments first reported a position in Public Storage in Q4 2021 and has held it in 9 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.