RMR Advisors’s Public Storage PSA Stock Holding History

RMR 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
2020 Q3	–	Sell	-15,700	Closed	-$3.01M	–	107
2020 Q2	$3.01M	Hold	15,700	–	–	1.33%	25
2020 Q1	$3.12M	Hold	15,700	–	–	1.58%	17
2019 Q4	$3.34M	Hold	15,700	–	–	1.15%	28
2019 Q3	$3.85M	Hold	15,700	–	–	1.32%	24
2019 Q2	$3.74M	Hold	15,700	–	–	1.36%	21
2019 Q1	$3.42M	Hold	15,700	–	–	1.24%	26
2018 Q4	$3.18M	Hold	15,700	–	–	1.31%	22
2018 Q3	$3.17M	Hold	15,700	–	–	1.18%	23
2018 Q2	$3.56M	Hold	15,700	–	–	1.34%	20
2018 Q1	$3.15M	Sell	15,700 -2,000	-11%	-$390K	1.31%	20
2017 Q4	$3.7M	Hold	17,700	–	–	1.4%	17
2017 Q3	$3.79M	Hold	17,700	–	–	1.74%	15
2017 Q2	$3.69M	Hold	17,700	–	–	1.86%	17
2017 Q1	$3.88M	Hold	17,700	–	–	1.75%	18
2016 Q4	$3.96M	Hold	17,700	–	–	2%	11
2016 Q3	$3.95M	Hold	17,700	–	–	1.91%	14
2016 Q2	$4.52M	Buy	17,700 +1,000	+6%	+$257K	2.16%	11
2016 Q1	$4.61M	Buy	16,700 +3,300	+25%	+$832K	2.38%	9
2015 Q4	$3.32M	Hold	13,400	–	–	1.79%	12
2015 Q3	$2.84M	Buy	13,400 +2,000	+18%	+$407K	1.6%	16
2015 Q2	$2.1M	Hold	11,400	–	–	1.18%	32
2015 Q1	$2.25M	Hold	11,400	–	–	1.15%	36
2014 Q4	$2.11M	Hold	11,400	–	–	1.13%	35
2014 Q3	$1.89M	Hold	11,400	–	–	1.14%	34
2014 Q2	$1.95M	Hold	11,400	–	–	1.13%	33
2014 Q1	$1.92M	Sell	11,400 -3,000	-21%	-$486K	1.2%	31
2013 Q4	$2.17M	Hold	14,400	–	–	1.47%	21
2013 Q3	$2.31M	Sell	14,400 -3,000	-17%	-$475K	1.58%	15
2013 Q2	$2.67M	Buy	+17,400	New	+$2.74M	1.72%	14

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RMR Advisors's PSA Position: Q3 2020 in Review

RMR Advisors sold out of Public Storage (PSA) in Q3 2020, closing a stake of 15,700 shares — an estimated $3.01M sold.

RMR Advisors first reported a position in PSA in Q2 2013 and held it in 29 quarters. The position peaked at $4.61M in Q1 2016. 727 funds tracked by Wall St. Rank hold PSA as of Q3 2020.

RMR Advisors reported no remaining Public Storage position as of Q3 2020 after selling out during the quarter.
RMR Advisors sold 15,700 Public Storage shares in Q3 2020, an estimated $3.01M.
RMR Advisors first reported a position in Public Storage in Q2 2013 and held it in 29 quarters.
RMR Advisors's Public Storage position peaked at $4.61M in Q1 2016.
727 funds tracked by Wall St. Rank held Public Storage as of Q3 2020.

Based on RMR Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.