L & S Advisors’s Public Storage PSA Stock Holding History

L & S Advisors’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
2025 Q1	–	Sell	-11,359	Closed	-$3.4M	–	371
2024 Q4	$3.4M	Buy	11,359 +237	+2%	+$78.6K	0.37%	73
2024 Q3	$4.05M	Buy	11,122 +3,185	+40%	+$1.03M	0.42%	67
2024 Q2	$2.28M	Buy	+7,937	New	+$2.19M	0.26%	107
2020 Q2	–	Sell	-1,471	Closed	-$292K	–	318
2020 Q1	$292K	Sell	1,471 -347	-19%	-$74.3K	0.06%	209
2019 Q4	$387K	Buy	1,818 +95	+6%	+$21.1K	0.05%	238
2019 Q3	$423K	Sell	1,723 -503	-23%	-$126K	0.06%	247
2019 Q2	$530K	Buy	2,226 +100	+5%	+$22.9K	0.07%	234
2019 Q1	$463K	Hold	2,126	–	–	0.06%	238
2018 Q4	$430K	Buy	+2,126	New	+$434K	0.08%	205
2016 Q1	–	Sell	-7,495	Closed	-$1.86M	–	97
2015 Q4	$1.86M	Buy	+7,495	New	+$1.75M	0.47%	62
2015 Q1	–	Sell	-19,284	Closed	-$3.56M	–	105
2014 Q4	$3.56M	Buy	+19,284	New	+$3.49M	1.12%	41
2013 Q4	–	Sell	-1,408	Closed	-$226K	–	108
2013 Q3	$226K	Buy	+1,408	New	+$223K	0.09%	80

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase

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

Wellington Management Group

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