Renaissance Group’s Public Storage PSA Stock Holding History

Renaissance 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
2025 Q3	–	Sell	-702	Closed	-$206K	–	255
2025 Q2	$206K	Sell	702 -23	-3%	-$6.81K	0.01%	235
2025 Q1	$217K	Sell	725 -41	-5%	-$12.3K	0.01%	239
2024 Q4	$227K	Sell	766 -39	-5%	-$12.9K	0.01%	240
2024 Q3	$293K	Hold	805	–	–	0.01%	227
2024 Q2	$232K	Buy	805 +51	+7%	+$14.1K	0.01%	272
2024 Q1	$217K	Buy	754 +17	+2%	+$4.87K	0.01%	269
2023 Q4	$227K	Buy	+737	New	+$196K	0.01%	261
2023 Q3	–	Sell	-737	Closed	-$213K	–	281
2023 Q2	$213K	Sell	737 -37	-5%	-$10.8K	0.01%	264
2023 Q1	$234K	Buy	+774	New	+$228K	0.01%	248
2014 Q3	–	Sell	-1,372	Closed	-$235K	–	284
2014 Q2	$235K	Buy	1,372 +46	+3%	+$7.89K	0.01%	255
2014 Q1	$223K	Buy	+1,326	New	+$215K	0.01%	199

Other funds holding PSA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return