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Next Financial Group’s Public Storage PSA Stock Holding History

Next Financial Group’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
2021
Q4 		$287K Buy
768
+65
+9% +$21.7K 0.02% 747
2021
Q3 		$208K Buy
703
+77
+12% +$24.2K 0.02% 817
2021
Q2 		$188K Buy
626
+247
+65% +$69.3K 0.02% 844
2021
Q1 		$93K Hold
379
– – 0.01% 1060
2020
Q4 		$87K Sell
379
-2
-0.5% -$458 0.01% 1005
2020
Q3 		$85K Buy
+381
New +$77.9K 0.01% 926
2020
Q2 		– Sell
-407
Closed -$81K – 1569
2020
Q1 		$81K Sell
407
-290
-42% -$62.1K 0.01% 824
2019
Q4 		$148K Sell
697
-591
-46% -$131K 0.02% 798
2019
Q3 		$316K Sell
1,288
-95
-7% -$23.9K 0.03% 480
2019
Q2 		$329K Buy
1,383
+429
+45% +$98.4K 0.04% 488
2019
Q1 		$208K Sell
954
-302
-24% -$63.2K 0.05% 349
2018
Q4 		$254K Buy
1,256
+309
+33% +$63.1K 0.05% 334
2018
Q3 		$191K Sell
947
-121
-11% -$26.1K 0.09% 213
2018
Q2 		$242K Sell
1,068
-191
-15% -$39.8K 0.09% 240
2018
Q1 		$252K Buy
1,259
+168
+15% +$32.7K 0.05% 339
2017
Q4 		$228K Buy
1,091
+244
+29% +$51.6K 0.1% 229
2017
Q3 		$185K Buy
847
+104
+14% +$21.5K 0.05% 338
2017
Q2 		$155K Buy
743
+40
+6% +$8.6K 0.04% 425
2017
Q1 		$147K Sell
703
-900
-56% -$199K 0.04% 388
2016
Q4 		$358K Sell
1,603
-45
-3% -$9.57K 0.06% 322
2016
Q3 		$368K Buy
1,648
+793
+93% +$185K 0.07% 308
2016
Q2 		$218K Sell
855
-2
-0.2% -$513 0.07% 282
2016
Q1 		$236K Buy
857
+57
+7% +$14.4K 0.08% 244
2015
Q4 		$198K Sell
800
-69
-8% -$16.2K 0.07% 279
2015
Q3 		$183K Sell
869
-107
-11% -$21.8K 0.07% 299
2015
Q2 		$179K Sell
976
-16
-2% -$3.07K 0.06% 329
2015
Q1 		$195K Buy
992
+195
+24% +$38.6K 0.06% 315
2014
Q4 		$147K Sell
797
-683
-46% -$124K 0.05% 358
2014
Q3 		$246K Buy
+1,480
New +$254K 0.05% 397

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Next Financial Group's PSA Position: Q4 2021 in Review

Next Financial Group increased its Public Storage (PSA) stake by 9.2% in Q4 2021, buying an estimated $21.7K and bringing the position to 768 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #747.

Next Financial Group first reported a position in PSA in Q3 2014 and has held it in 29 quarters since. The position peaked at $368K in Q3 2016. 973 funds tracked by Wall St. Rank hold PSA as of Q4 2021.

  • Next Financial Group held 768 shares of Public Storage worth $287K as of Q4 2021.
  • Next Financial Group bought 65 Public Storage shares in Q4 2021, an estimated $21.7K.
  • Public Storage made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #747 holding.
  • Next Financial Group first reported a position in Public Storage in Q3 2014 and has held it in 29 quarters since.
  • Next Financial Group's Public Storage position peaked at $368K in Q3 2016.
  • 973 funds tracked by Wall St. Rank held Public Storage as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.