Private Capital Group’s Public Storage PSA Stock Holding History

Private Capital 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
2022 Q2	$43K	Sell	138 -297	-68%	-$103K	0.03%	537
2022 Q1	$170K	Sell	435 -4	-0.9%	-$1.45K	0.04%	256
2021 Q4	$164K	Buy	439 +11	+3%	+$3.67K	0.03%	284
2021 Q3	$127K	Hold	428	–	–	0.03%	341
2021 Q2	$129K	Buy	428 +28	+7%	+$7.85K	0.03%	325
2021 Q1	$99K	Sell	400 -251	-39%	-$58.5K	0.02%	394
2020 Q4	$150K	Buy	651 +31	+5%	+$7.11K	0.03%	378
2020 Q3	$138K	Buy	620 +6	+1%	+$1.23K	0.03%	362
2020 Q2	$118K	Sell	614 -78	-11%	-$15K	0.03%	396
2020 Q1	$137K	Buy	692 +336	+94%	+$72K	0.04%	333
2019 Q4	$75K	Sell	356 -285	-44%	-$63.2K	0.02%	552
2019 Q3	$157K	Buy	641 +331	+107%	+$83.1K	0.03%	347
2019 Q2	$70K	Buy	310 +154	+99%	+$35.3K	0.02%	515
2019 Q1	$34K	Sell	156 -486	-76%	-$102K	0.01%	952
2018 Q4	$130K	Sell	642 -255	-28%	-$52K	0.03%	316
2018 Q3	$180K	Sell	897 -106	-11%	-$22.9K	0.04%	272
2018 Q2	$227K	Buy	1,003 +539	+116%	+$112K	0.05%	224
2018 Q1	$93K	Sell	464 -403	-46%	-$78.5K	0.02%	433
2017 Q4	$112	Buy	+867	New	+$183K	0.03%	372

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Capital Group's PSA Position: Q2 2022 in Review

Private Capital Group reduced its Public Storage (PSA) stake by 68% in Q2 2022, selling an estimated $103K and leaving 138 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #537.

Private Capital Group first reported a position in PSA in Q4 2017 and has held it in 19 quarters since. The position peaked at $227K in Q2 2018. 969 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Private Capital Group held 138 shares of Public Storage worth $43K as of Q2 2022.
Private Capital Group sold 297 Public Storage shares in Q2 2022, an estimated $103K.
Public Storage made up 0.03% of Private Capital Group's portfolio in Q2 2022, its #537 holding.
Private Capital Group first reported a position in Public Storage in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Public Storage position peaked at $227K in Q2 2018.
969 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.