HighTower Trust’s Public Storage PSA Stock Holding History

HighTower Trust’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 Q1	$386K	Hold	1,371	–	–	0.04%	168
2022 Q4	$381K	Buy	1,371 +11	+0.8%	+$3.21K	0.04%	168
2022 Q3	$398K	Buy	1,360 +12	+0.9%	+$3.9K	0.04%	156
2022 Q2	$416	Buy	1,348 +29	+2%	+$10K	0.04%	164
2022 Q1	$515K	Buy	1,319 +72	+6%	+$26.1K	0.05%	157
2021 Q4	$467K	Buy	+1,247	New	+$417K	0.05%	159
2017 Q3	–	Sell	-1,700	Closed	-$355K	–	125
2017 Q2	$355K	Sell	1,700 -10,000	-85%	-$2.15M	0.04%	103
2017 Q1	$2.56M	Buy	11,700 +715	+7%	+$158K	0.29%	45
2016 Q4	$2.46M	Buy	+10,985	New	+$2.34M	0.27%	43
2016 Q3	–	Sell	-10,060	Closed	-$2.57M	–	143
2016 Q2	$2.57M	Buy	+10,060	New	+$2.58M	0.28%	47

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HighTower Trust's PSA Position: Q1 2023 in Review

HighTower Trust held its Public Storage (PSA) position steady in Q1 2023 at 1,371 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #168.

HighTower Trust first reported a position in PSA in Q2 2016 and has held it in 10 quarters since. The position peaked at $2.57M in Q2 2016. 948 funds tracked by Wall St. Rank hold PSA as of Q1 2023.

HighTower Trust held 1,371 shares of Public Storage worth $386K as of Q1 2023.
HighTower Trust left its Public Storage share count unchanged in Q1 2023.
Public Storage made up 0.04% of HighTower Trust's portfolio in Q1 2023, its #168 holding.
HighTower Trust first reported a position in Public Storage in Q2 2016 and has held it in 10 quarters since.
HighTower Trust's Public Storage position peaked at $2.57M in Q2 2016.
948 funds tracked by Wall St. Rank held Public Storage as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.