MV Capital Management’s Public Storage PSA Stock Holding History

MV Capital Management’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
2026 Q1	$19K	Sell	70 -2	-3%	-$573	﹤0.01%	448
2025 Q4	$18.7K	Sell	72 -11	-13%	-$3.08K	﹤0.01%	451
2025 Q3	$24K	Buy	83 +1	+1%	+$287	﹤0.01%	415
2025 Q2	$24.1K	Sell	82 -10	-11%	-$2.96K	﹤0.01%	414
2025 Q1	$27.5K	Sell	92 -2	-2%	-$598	﹤0.01%	385
2024 Q4	$28.1K	Buy	94 +7	+8%	+$2.32K	﹤0.01%	366
2024 Q3	$31.7K	Buy	87 +2	+2%	+$649	﹤0.01%	367
2024 Q2	$24.5K	Buy	85 +12	+16%	+$3.31K	﹤0.01%	389
2024 Q1	$21.2K	Hold	73	–	–	﹤0.01%	412
2023 Q4	$22.3K	Buy	73 +34	+87%	+$9.02K	﹤0.01%	404
2023 Q3	$10.3K	Sell	39 -56	-59%	-$15.7K	﹤0.01%	494
2023 Q2	$27.7K	Buy	95 +6	+7%	+$1.75K	﹤0.01%	364
2023 Q1	$26.9K	Buy	89 +27	+44%	+$7.94K	﹤0.01%	355
2022 Q4	$17.4K	Sell	62 -24	-28%	-$7K	﹤0.01%	368
2022 Q3	$25K	Buy	86 +20	+30%	+$6.51K	﹤0.01%	304
2022 Q2	$21K	Sell	66 -1	-1%	-$346	﹤0.01%	316
2022 Q1	$26K	Buy	67 +11	+20%	+$3.99K	﹤0.01%	298
2021 Q4	$21K	Buy	56 +16	+40%	+$5.34K	﹤0.01%	315
2021 Q3	$12K	Buy	40 +10	+33%	+$3.14K	﹤0.01%	394
2021 Q2	$9K	Buy	30 +25	+500%	+$7.01K	﹤0.01%	390
2021 Q1	$1K	Buy	+5	New	+$1.16K	﹤0.01%	418

Other funds holding PSA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return