Eagle Bay Advisors’s Public Storage PSA Stock Holding History

Eagle Bay 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
2025 Q1	–	Sell	-2	Closed	-$599	–	747
2024 Q4	$599	Sell	2 -4	-67%	-$1.33K	﹤0.01%	957
2024 Q3	$2.18K	Hold	6	–	–	﹤0.01%	1207
2024 Q2	$1.73K	Hold	6	–	–	﹤0.01%	907
2024 Q1	$1.74K	Hold	6	–	–	﹤0.01%	892
2023 Q4	$1.83K	Sell	6 -4	-40%	-$1.06K	﹤0.01%	750
2023 Q3	$2.63K	Hold	10	–	–	﹤0.01%	737
2023 Q2	$2.92K	Sell	10 -2	-17%	-$583	﹤0.01%	726
2023 Q1	$3.63K	Sell	12 -5	-29%	-$1.47K	﹤0.01%	703
2022 Q4	$4.76K	Buy	17 +4	+31%	+$1.17K	﹤0.01%	677
2022 Q3	$4K	Hold	13	–	–	﹤0.01%	703
2022 Q2	$4.07K	Buy	+13	New	+$4.5K	﹤0.01%	754
2021 Q4	–	Sell	-28	Closed	-$9.35K	–	1235
2021 Q3	$8K	Sell	28 -35	-56%	-$11K	﹤0.01%	770
2021 Q2	$20K	Buy	+63	New	+$17.7K	0.02%	549

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

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

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 $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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