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	–	470
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	–	574
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

James Investment Research's PSA Position: Q2 2023 in Review

James Investment Research sold out of Public Storage (PSA) in Q2 2023, closing a stake of 115 shares — an estimated $35K sold.

James Investment Research first reported a position in PSA in Q2 2016 and held it in 16 quarters. The position peaked at $6.93M in Q3 2019. 984 funds tracked by Wall St. Rank hold PSA as of Q2 2023.

James Investment Research reported no remaining Public Storage position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 115 Public Storage shares in Q2 2023, an estimated $35K.
James Investment Research first reported a position in Public Storage in Q2 2016 and held it in 16 quarters.
James Investment Research's Public Storage position peaked at $6.93M in Q3 2019.
984 funds tracked by Wall St. Rank held Public Storage as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.