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Reilly Financial Advisors’s Public Storage PSA Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-228
Closed -$63K – 942
2016
Q1 		$63K Buy
228
+1
+0.4% +$252 0.01% 347
2015
Q4 		$56K Buy
+227
New +$53.1K 0.01% 380

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

Reilly Financial Advisors's PSA Position: Q4 2021 in Review

Reilly Financial Advisors held its Public Storage (PSA) position steady in Q4 2021 at 335 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #257.

Reilly Financial Advisors first reported a position in PSA in Q2 2013 and has held it in 33 quarters since. The position peaked at $174K in Q2 2014. 974 funds tracked by Wall St. Rank hold PSA as of Q4 2021.

  • Reilly Financial Advisors held 335 shares of Public Storage worth $125K as of Q4 2021.
  • Reilly Financial Advisors left its Public Storage share count unchanged in Q4 2021.
  • Public Storage made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #257 holding.
  • Reilly Financial Advisors first reported a position in Public Storage in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's Public Storage position peaked at $174K in Q2 2014.
  • 974 funds tracked by Wall St. Rank held Public Storage as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.