HRT Financial’s Public Storage PSA Stock Holding History

HRT Financial’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 Q3	–	Sell	-86,559	Closed	-$24.9M	–	3041
2024 Q2	$24.9M	Buy	86,559 +75,094	+655%	+$20.7M	0.14%	107
2024 Q1	$3.33M	Sell	11,465 -15,274	-57%	-$4.38M	0.02%	382
2023 Q4	$8.15M	Buy	+26,739	New	+$7.1M	0.06%	191
2023 Q3	–	Sell	-14,380	Closed	-$4.2M	–	2973
2023 Q2	$4.2M	Buy	+14,380	New	+$4.19M	0.04%	346
2022 Q2	–	Sell	-8,316	Closed	-$3.25M	–	3615
2022 Q1	$3.25M	Buy	+8,316	New	+$3.02M	0.02%	426
2021 Q1	–	Sell	-3,646	Closed	-$841K	–	3087
2020 Q4	$841K	Buy	+3,646	New	+$836K	0.02%	763
2019 Q2	–	Sell	-3,849	Closed	-$838K	–	886
2019 Q1	$838K	Buy	3,849 +986	+34%	+$206K	0.14%	112
2018 Q4	$579K	Buy	+2,863	New	+$584K	0.09%	188
2015 Q4	–	Sell	-979	Closed	-$207K	–	103
2015 Q3	$207K	Sell	979 -1,673	-63%	-$341K	0.18%	73
2015 Q2	$488K	Buy	2,652 +1,559	+143%	+$299K	0.23%	63
2015 Q1	$215K	Sell	1,093 -768	-41%	-$152K	0.28%	51
2014 Q4	$344K	Buy	+1,861	New	+$337K	0.48%	26

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Wellington Management Group

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

Norges Bank Oslo, Norway $935B AUM