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Omnia Family Wealth’s Public Storage PSA Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-35
Closed -$8K – 412
2019
Q1 		$8K Buy
+35
New +$7.33K ﹤0.01% 281
2018
Q1 		– Sell
-42
Closed -$9K – 625
2017
Q4 		$9K Buy
42
+29
+223% +$6.13K ﹤0.01% 301
2017
Q3 		$3K Sell
13
-45
-78% -$9.3K ﹤0.01% 398
2017
Q2 		$12K Buy
58
+5
+9% +$1.07K 0.01% 262
2017
Q1 		$12K Sell
53
-123
-70% -$27.2K 0.01% 263
2016
Q4 		$39K Buy
+176
New +$37.5K 0.02% 172

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return