James Investment Research’s Public Storage PSA Stock Holding History

James Investment Research’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 Q2	–	Sell	-115	Closed	-$35K	–	471
2023 Q1	$35K	Hold	115	–	–	﹤0.01%	388
2022 Q4	$32K	Hold	115	–	–	﹤0.01%	397
2022 Q3	$34K	Hold	115	–	–	﹤0.01%	396
2022 Q2	$36K	Hold	115	–	–	﹤0.01%	376
2022 Q1	$45K	Sell	115 -135	-54%	-$49K	﹤0.01%	358
2021 Q4	$94K	Hold	250	–	–	0.01%	337
2021 Q3	$74K	Hold	250	–	–	0.01%	351
2021 Q2	$75K	Hold	250	–	–	0.01%	349
2021 Q1	$62K	Sell	250 -140	-36%	-$32.6K	0.01%	364
2020 Q4	$90K	Sell	390 -7,608	-95%	-$1.74M	0.01%	327
2020 Q3	$1.78M	Sell	7,998 -16,555	-67%	-$3.38M	0.16%	125
2020 Q2	$4.71M	Sell	24,553 -867	-3%	-$167K	0.44%	76
2020 Q1	$5.05M	Sell	25,420 -4,916	-16%	-$1.05M	0.52%	64
2019 Q4	$6.46M	Buy	30,336 +2,080	+7%	+$462K	0.45%	77
2019 Q3	$6.93M	Buy	+28,256	New	+$7.09M	0.5%	65
2016 Q3	–	Sell	-20	Closed	-$5K	–	575
2016 Q2	$5K	Buy	+20	New	+$5.13K	﹤0.01%	460

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

Capital International Investors

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

Wellington Management Group

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

T. Rowe Price Associates

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

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

Geode Capital Management

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

JP Morgan Chase

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

Legal & General Group

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