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Forward Management’s Public Storage PSA Stock Holding History

Forward 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
2018
Q4 		– Sell
-1,148
Closed -$232K – 112
2018
Q3 		$232K Sell
1,148
-5,509
-83% -$1.19M 0.04% 122
2018
Q2 		$1.51M Buy
6,657
+5,501
+476% +$1.15M 0.25% 49
2018
Q1 		$232K Buy
1,156
+13
+1% +$2.53K 0.03% 164
2017
Q4 		$239K Sell
1,143
-75
-6% -$15.9K 0.03% 167
2017
Q3 		$261K Sell
1,218
-20
-2% -$4.13K 0.03% 163
2017
Q2 		$258K Buy
1,238
+9
+0.7% +$1.94K 0.02% 165
2017
Q1 		$269K Sell
1,229
-67
-5% -$14.8K 0.02% 158
2016
Q4 		$290K Sell
1,296
-1,043
-45% -$222K 0.02% 182
2016
Q3 		$522K Sell
2,339
-495
-17% -$116K 0.04% 161
2016
Q2 		$724K Sell
2,834
-8,347
-75% -$2.14M 0.06% 136
2016
Q1 		$3.08M Sell
11,181
-3,697
-25% -$933K 0.25% 58
2015
Q4 		$3.69M Buy
14,878
+1,473
+11% +$345K 0.31% 60
2015
Q3 		$2.84M Sell
13,405
-9,445
-41% -$1.92M 0.23% 69
2015
Q2 		$4.21M Sell
22,850
-3,447
-13% -$661K 0.26% 62
2015
Q1 		$5.18M Sell
26,297
-4,397
-14% -$871K 0.31% 57
2014
Q4 		$5.67M Buy
30,694
+1,268
+4% +$230K 0.31% 50
2014
Q3 		$4.88M Sell
29,426
-2,897
-9% -$498K 0.29% 58
2014
Q2 		$5.54M Sell
32,323
-14,945
-32% -$2.56M 0.32% 48
2014
Q1 		$7.96M Buy
47,268
+6,472
+16% +$1.05M 0.46% 41
2013
Q4 		$6.14M Buy
40,796
+16,596
+69% +$2.65M 0.37% 54
2013
Q3 		$3.88M Sell
24,200
-78
-0.3% -$12.4K 0.25% 60
2013
Q2 		$3.72M Buy
+24,278
New +$3.83M 0.31% 70

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forward Management's PSA Position: Q4 2018 in Review

Forward Management sold out of Public Storage (PSA) in Q4 2018, closing a stake of 1,148 shares — an estimated $232K sold.

Forward Management first reported a position in PSA in Q2 2013 and held it in 22 quarters. The position peaked at $7.96M in Q1 2014. 706 funds tracked by Wall St. Rank hold PSA as of Q4 2018.

  • Forward Management reported no remaining Public Storage position as of Q4 2018 after selling out during the quarter.
  • Forward Management sold 1,148 Public Storage shares in Q4 2018, an estimated $232K.
  • Forward Management first reported a position in Public Storage in Q2 2013 and held it in 22 quarters.
  • Forward Management's Public Storage position peaked at $7.96M in Q1 2014.
  • 706 funds tracked by Wall St. Rank held Public Storage as of Q4 2018.

Based on Forward Management's 13F filing for Q4 2018, filed 1 Feb 2019.