Institutional & Family Asset Management’s Public Storage PSA Stock Holding History

Institutional & Family Asset 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
2024 Q2	$7.48K	Hold	26	–	–	﹤0.01%	449
2024 Q1	$7.54K	Hold	26	–	–	﹤0.01%	446
2023 Q4	$7.93K	Buy	26 +8	+44%	+$2.12K	﹤0.01%	419
2023 Q3	$4.74K	Buy	18 +7	+64%	+$1.96K	﹤0.01%	471
2023 Q2	$3.21K	Buy	+11	New	+$3.21K	﹤0.01%	534
2022 Q4	–	Sell	-16	Closed	-$5K	–	767
2022 Q3	$5K	Hold	16	–	–	﹤0.01%	486
2022 Q2	$5K	Hold	16	–	–	﹤0.01%	494
2022 Q1	$6K	Hold	16	–	–	﹤0.01%	529
2021 Q4	$6K	Buy	16 +5	+45%	+$1.67K	﹤0.01%	536
2021 Q3	$3K	Hold	11	–	–	﹤0.01%	743
2021 Q2	$3K	Hold	11	–	–	﹤0.01%	791
2021 Q1	$3K	Hold	11	–	–	﹤0.01%	761
2020 Q4	$3K	Hold	11	–	–	﹤0.01%	718
2020 Q3	$2K	Hold	11	–	–	﹤0.01%	722
2020 Q2	$2K	Sell	11 -8	-42%	-$1.54K	﹤0.01%	707
2020 Q1	$4K	Buy	19 +5	+36%	+$1.07K	﹤0.01%	568
2019 Q4	$3K	Sell	14 -124	-90%	-$27.5K	﹤0.01%	680
2019 Q3	$34K	Buy	138 +24	+21%	+$6.03K	0.01%	334
2019 Q2	$27K	Hold	114	–	–	0.01%	384
2019 Q1	$25K	Sell	114 -290	-72%	-$60.7K	0.01%	401
2018 Q4	$82K	Buy	404 +390	+2,786%	+$79.6K	0.02%	258
2018 Q3	$3K	Hold	14	–	–	﹤0.01%	693
2018 Q2	$3K	Hold	14	–	–	﹤0.01%	679
2018 Q1	$3K	Buy	+14	New	+$2.73K	﹤0.01%	677

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Institutional & Family Asset Management's PSA Position: Q2 2024 in Review

Institutional & Family Asset Management held its Public Storage (PSA) position steady in Q2 2024 at 26 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Institutional & Family Asset Management first reported a position in PSA in Q1 2018 and has held it in 24 quarters since. The position peaked at $82K in Q4 2018. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Institutional & Family Asset Management held 26 shares of Public Storage worth $7.48K as of Q2 2024.
Institutional & Family Asset Management left its Public Storage share count unchanged in Q2 2024.
Public Storage made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #449 holding.
Institutional & Family Asset Management first reported a position in Public Storage in Q1 2018 and has held it in 24 quarters since.
Institutional & Family Asset Management's Public Storage position peaked at $82K in Q4 2018.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.