Royal Fund Management’s Public Storage PSA Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-164	Closed	-$32K	–	464
2020 Q1	$32K	Sell	164 -35	-18%	-$7.5K	0.01%	264
2019 Q4	$42K	Hold	199	–	–	0.01%	260
2019 Q3	$48K	Buy	199 +1	+0.5%	+$251	0.01%	239
2019 Q2	$47K	Sell	198 -4	-2%	-$917	0.01%	237
2019 Q1	$44K	Hold	202	–	–	0.01%	220
2018 Q4	$40K	Buy	202 +5	+3%	+$1.02K	0.02%	206
2018 Q3	$39K	Buy	197 +1	+0.5%	+$216	0.01%	208
2018 Q2	$44K	Hold	196	–	–	0.01%	209
2018 Q1	$39K	Hold	196	–	–	0.01%	213
2017 Q4	$40K	Hold	196	–	–	0.01%	223
2017 Q3	$41K	Hold	196	–	–	0.02%	186
2017 Q2	$40K	Sell	196 -122	-38%	-$26.2K	0.02%	170
2017 Q1	$69K	Hold	318	–	–	0.03%	131
2016 Q4	$70K	Buy	+318	New	+$67.7K	0.04%	127

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

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

Wellington Management Group

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return