Scotia Capital’s Public Storage PSA Stock Holding History

Scotia Capital’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
2026 Q1	$11.3M	Buy	+41,585	New	+$11.9M	0.05%	200
2023 Q3	–	Sell	-1,285	Closed	-$375K	–	810
2023 Q2	$375K	Buy	+1,285	New	+$374K	﹤0.01%	594
2019 Q3	–	Sell	-2,568	Closed	-$612K	–	769
2019 Q2	$612K	Buy	2,568 +750	+41%	+$172K	0.01%	490
2019 Q1	$396K	Sell	1,818 -6,962	-79%	-$1.46M	0.01%	537
2018 Q4	$1.78M	Sell	8,780 -223	-2%	-$45.5K	0.03%	273
2018 Q3	$1.81M	Sell	9,003 -1,294	-13%	-$279K	0.02%	306
2018 Q2	$2.05M	Hold	10,297	–	–	0.03%	278
2018 Q1	$2.06M	Buy	10,297 +1,005	+11%	+$196K	0.03%	284
2017 Q4	$1.94M	Sell	9,292 -780	-8%	-$165K	0.03%	300
2017 Q3	$2.15M	Buy	10,072 +1,339	+15%	+$277K	0.03%	269
2017 Q2	$1.82M	Buy	8,733 +905	+12%	+$195K	0.03%	264
2017 Q1	$1.72M	Buy	7,828 +260	+3%	+$57.6K	0.03%	284
2016 Q4	$1.69M	Buy	7,568 +1,528	+25%	+$325K	0.03%	325
2016 Q3	$1.35M	Buy	+6,040	New	+$1.41M	0.03%	362

Other funds holding PSA

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors

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

T. Rowe Price Associates

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

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

Geode Capital Management

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

JP Morgan Chase

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

Fidelity Investments

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