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Gladstone Institutional Advisory’s Public Storage PSA Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-889
Closed -$271K – 693
2023
Q4 		$271K Buy
889
+28
+3% +$7.43K 0.02% 548
2023
Q3 		$227K Sell
861
-47
-5% -$13.2K 0.01% 553
2023
Q2 		$265K Buy
908
+7
+0.8% +$2.04K 0.02% 539
2023
Q1 		$272K Buy
901
+21
+2% +$6.17K 0.02% 551
2022
Q4 		$247K Buy
+880
New +$257K 0.02% 552

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Gladstone Institutional Advisory's PSA Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Public Storage (PSA) in Q1 2024, closing a stake of 889 shares — an estimated $271K sold.

Gladstone Institutional Advisory first reported a position in PSA in Q4 2022 and held it in 5 quarters. The position peaked at $272K in Q1 2023. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

  • Gladstone Institutional Advisory reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 889 Public Storage shares in Q1 2024, an estimated $271K.
  • Gladstone Institutional Advisory first reported a position in Public Storage in Q4 2022 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Public Storage position peaked at $272K in Q1 2023.
  • 1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.