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LMR Master Fund’s Public Storage PSA Stock Holding History

LMR Master Fund’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
2013
Q4 		$2.61M Buy
17,312
+14,973
+640% +$2.39M 0.27% 130
2013
Q3 		$376K Sell
2,339
-19,509
-89% -$3.09M 0.07% 225
2013
Q2 		$3.35M Buy
+21,848
New +$3.44M 0.3% 100

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LMR Master Fund's PSA Position: Q4 2013 in Review

LMR Master Fund increased its Public Storage (PSA) stake by 640% in Q4 2013, buying an estimated $2.39M and bringing the position to 17,312 shares worth $2.61M. The position accounts for 0.27% of the portfolio, ranked #130.

LMR Master Fund first reported a position in PSA in Q2 2013 and has held it in 3 quarters since. The position peaked at $3.35M in Q2 2013. 479 funds tracked by Wall St. Rank hold PSA as of Q4 2013.

  • LMR Master Fund held 17,312 shares of Public Storage worth $2.61M as of Q4 2013.
  • LMR Master Fund bought 14,973 Public Storage shares in Q4 2013, an estimated $2.39M.
  • Public Storage made up 0.27% of LMR Master Fund's portfolio in Q4 2013, its #130 holding.
  • LMR Master Fund first reported a position in Public Storage in Q2 2013 and has held it in 3 quarters since.
  • LMR Master Fund's Public Storage position peaked at $3.35M in Q2 2013.
  • 479 funds tracked by Wall St. Rank held Public Storage as of Q4 2013.

Based on LMR Master Fund's 13F filing for Q4 2013, filed 14 Feb 2014.