Perkins Investment Management’s Public Storage PSA Stock Holding History

Perkins Investment 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
2017 Q1	$657K	Hold	3,000	–	–	0.01%	220
2016 Q4	$671K	Buy	+3,000	New	+$638K	0.01%	216
2016 Q1	–	Sell	-353	Closed	-$87K	–	247
2015 Q4	$87K	Sell	353 -3,716	-91%	-$870K	﹤0.01%	221
2015 Q3	$861K	Sell	4,069 -14,000	-77%	-$2.85M	0.01%	215
2015 Q2	$3.33M	Sell	18,069 -141,348	-89%	-$27.1M	0.04%	208
2015 Q1	$31.4M	Sell	159,417 -500,112	-76%	-$99.1M	0.32%	101
2014 Q4	$122M	Sell	659,529 -165	-0%	-$29.9K	1.14%	19
2014 Q3	$109M	Sell	659,694 -537	-0.1%	-$92.3K	1%	33
2014 Q2	$113M	Sell	660,231 -657	-0.1%	-$113K	0.92%	37
2014 Q1	$111M	Buy	660,888 +330,314	+100%	+$53.5M	0.85%	45
2013 Q4	$49.8M	Sell	330,574 -206	-0.1%	-$32.9K	0.34%	102
2013 Q3	$53.1M	Sell	330,780 -219	-0.1%	-$34.7K	0.37%	105
2013 Q2	$50.8M	Buy	+330,999	New	+$52.2M	0.34%	108

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perkins Investment Management's PSA Position: Q1 2017 in Review

Perkins Investment Management held its Public Storage (PSA) position steady in Q1 2017 at 3,000 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #220.

Perkins Investment Management first reported a position in PSA in Q2 2013 and has held it in 13 quarters since. The position peaked at $122M in Q4 2014. 632 funds tracked by Wall St. Rank hold PSA as of Q1 2017.

Perkins Investment Management held 3,000 shares of Public Storage worth $657K as of Q1 2017.
Perkins Investment Management left its Public Storage share count unchanged in Q1 2017.
Public Storage made up 0.01% of Perkins Investment Management's portfolio in Q1 2017, its #220 holding.
Perkins Investment Management first reported a position in Public Storage in Q2 2013 and has held it in 13 quarters since.
Perkins Investment Management's Public Storage position peaked at $122M in Q4 2014.
632 funds tracked by Wall St. Rank held Public Storage as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.