Roof Eidam Maycock Peralta (REMP)’s Public Storage PSA Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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
2024 Q1	–	Sell	-2,815	Closed	-$859K	–	132
2023 Q4	$859K	Sell	2,815 -879	-24%	-$233K	0.26%	59
2023 Q3	$973K	Buy	+3,694	New	+$1.04M	0.32%	56
2016 Q3	–	Sell	-5,860	Closed	-$1.5M	–	87
2016 Q2	$1.5M	Buy	5,860 +2,835	+94%	+$728K	0.79%	36
2016 Q1	$834K	Buy	3,025 +590	+24%	+$149K	0.59%	40
2015 Q4	$603K	Buy	+2,435	New	+$570K	0.48%	52

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Roof Eidam Maycock Peralta (REMP)'s PSA Position: Q1 2024 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Public Storage (PSA) in Q1 2024, closing a stake of 2,815 shares — an estimated $859K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in PSA in Q4 2015 and held it in 5 quarters. The position peaked at $1.5M in Q2 2016. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Roof Eidam Maycock Peralta (REMP) reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Roof Eidam Maycock Peralta (REMP) sold 2,815 Public Storage shares in Q1 2024, an estimated $859K.
Roof Eidam Maycock Peralta (REMP) first reported a position in Public Storage in Q4 2015 and held it in 5 quarters.
Roof Eidam Maycock Peralta (REMP)'s Public Storage position peaked at $1.5M in Q2 2016.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q1 2024, filed 6 May 2024.