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Ladenburg Thalmann Financial Services’s Public Storage PSA Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$6.46M Sell
30,738
-347
-1% -$77K 0.04% 405
2019
Q3 		$7.62M Buy
31,085
+377
+1% +$94.7K 0.05% 344
2019
Q2 		$7.29M Sell
30,708
-1,722
-5% -$395K 0.05% 351
2019
Q1 		$7.06M Buy
32,430
+2,880
+10% +$603K 0.05% 346
2018
Q4 		$5.98M Sell
29,550
-1,977
-6% -$404K 0.05% 322
2018
Q3 		$6.34M Buy
31,527
+2,115
+7% +$456K 0.05% 322
2018
Q2 		$5.89M Hold
29,412
– – 0.06% 318
2018
Q1 		$5.89M Sell
29,412
-434
-1% -$84.6K 0.06% 318
2017
Q4 		$6.24M Buy
29,846
+37
+0.1% +$7.82K 0.06% 300
2017
Q3 		$6.37M Buy
29,809
+8,158
+38% +$1.69M 0.07% 262
2017
Q2 		$4.52M Sell
21,651
-1,598
-7% -$344K 0.05% 309
2017
Q1 		$5.09M Buy
23,249
+192
+0.8% +$42.5K 0.06% 275
2016
Q4 		$5.15M Buy
23,057
+4,969
+27% +$1.06M 0.07% 252
2016
Q3 		$4.03M Buy
18,088
+187
+1% +$43.7K 0.06% 290
2016
Q2 		$4.57M Buy
17,901
+450
+3% +$116K 0.07% 238
2016
Q1 		$4.8M Buy
17,451
+2,416
+16% +$609K 0.08% 218
2015
Q4 		$3.72M Buy
15,035
+2,757
+22% +$646K 0.07% 256
2015
Q3 		$2.59M Buy
12,278
+432
+4% +$88K 0.05% 317
2015
Q2 		$2.19M Buy
11,846
+2,727
+30% +$523K 0.04% 406
2015
Q1 		$1.8M Buy
9,119
+1,691
+23% +$335K 0.03% 447
2014
Q4 		$1.38M Buy
7,428
+4,580
+161% +$829K 0.03% 472
2014
Q3 		$476K Buy
2,848
+214
+8% +$36.8K 0.01% 805
2014
Q2 		$452K Buy
2,634
+193
+8% +$33.1K 0.01% 817
2014
Q1 		$411K Sell
2,441
-81
-3% -$13.1K 0.01% 810
2013
Q4 		$380K Buy
2,522
+246
+11% +$39.3K 0.01% 797
2013
Q3 		$362K Buy
2,276
+80
+4% +$12.7K 0.01% 785
2013
Q2 		$337K Buy
+2,196
New +$346K 0.01% 770

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PSA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Public Storage (PSA) stake by 1.1% in Q4 2019, selling an estimated $77K and leaving 30,738 shares worth $6.46M. The position accounts for 0.04% of the portfolio, ranked #405.

Ladenburg Thalmann Financial Services first reported a position in PSA in Q2 2013 and has held it in 27 quarters since. The position peaked at $7.62M in Q3 2019. 756 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 30,738 shares of Public Storage worth $6.46M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 347 Public Storage shares in Q4 2019, an estimated $77K.
  • Public Storage made up 0.04% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #405 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Public Storage in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Public Storage position peaked at $7.62M in Q3 2019.
  • 756 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.