Security Capital Research & Management’s Public Storage PSA Stock Holding History

Security Capital Research & 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	$77M	Buy	401,053 +133,515	+50%	+$25.8M	3.26%	10
2020 Q1	$53.1M	Sell	267,538 -144,775	-35%	-$31M	2.95%	16
2019 Q4	$87.8M	Buy	412,313 +241,807	+142%	+$53.7M	3.67%	12
2019 Q3	$41.8M	Sell	170,506 -126,250	-43%	-$31.7M	1.9%	18
2019 Q2	$70.7M	Sell	296,756 -599,270	-67%	-$137M	3.39%	10
2019 Q1	$195M	Sell	896,026 -497,488	-36%	-$104M	7.92%	2
2018 Q4	$282M	Buy	1,393,514 +40,945	+3%	+$8.36M	11.17%	2
2018 Q3	$273M	Sell	1,352,569 -63,656	-4%	-$13.7M	9.48%	3
2018 Q2	$321M	Sell	1,416,225 -294,600	-17%	-$61.3M	11.32%	2
2018 Q1	$343M	Buy	1,710,825 +176,711	+12%	+$34.4M	12.63%	1
2017 Q4	$321M	Buy	1,534,114 +542,803	+55%	+$115M	9.99%	1
2017 Q3	$212M	Buy	991,311 +170,382	+21%	+$35.2M	6.64%	2
2017 Q2	$171M	Buy	820,929 +72,205	+10%	+$15.5M	5.47%	3
2017 Q1	$164M	Sell	748,724 -173,448	-19%	-$38.4M	5.38%	4
2016 Q4	$206M	Buy	922,172 +115,400	+14%	+$24.6M	6.71%	3
2016 Q3	$180M	Buy	806,772 +361,687	+81%	+$84.5M	6.32%	2
2016 Q2	$114M	Sell	445,085 -22,562	-5%	-$5.79M	3.86%	6
2016 Q1	$129M	Buy	467,647 +8,075	+2%	+$2.04M	4.1%	5
2015 Q4	$114M	Sell	459,572 -77,270	-14%	-$18.1M	3.57%	7
2015 Q3	$114M	Sell	536,842 -16,478	-3%	-$3.36M	3.73%	6
2015 Q2	$102M	Buy	553,320 +71,873	+15%	+$13.8M	3.43%	6
2015 Q1	$94.9M	Sell	481,447 -8,908	-2%	-$1.76M	3.41%	7
2014 Q4	$90.6M	Sell	490,355 -204,676	-29%	-$37.1M	3.83%	6
2014 Q3	$115M	Sell	695,031 -5,009	-0.7%	-$861K	4.73%	3
2014 Q2	$120M	Buy	700,040 +57,261	+9%	+$9.82M	4.94%	4
2014 Q1	$108M	Buy	642,779 +42,676	+7%	+$6.91M	4.41%	6
2013 Q4	$90.3M	Sell	600,103 -246,507	-29%	-$39.4M	3.56%	8
2013 Q3	$136M	Sell	846,610 -92,269	-10%	-$14.6M	4.29%	7
2013 Q2	$144M	Buy	+938,879	New	+$148M	4.37%	6

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

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

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

AAMU

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

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

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

Security Capital Research & Management's PSA Position: Q2 2020 in Review

Security Capital Research & Management increased its Public Storage (PSA) stake by 50% in Q2 2020, buying an estimated $25.8M and bringing the position to 401,053 shares worth $77M. The position accounts for 3.26% of the portfolio, ranked #10.

Security Capital Research & Management first reported a position in PSA in Q2 2013 and has held it in 29 quarters since. The position peaked at $343M in Q1 2018. 719 funds tracked by Wall St. Rank hold PSA as of Q2 2020.

Security Capital Research & Management held 401,053 shares of Public Storage worth $77M as of Q2 2020.
Security Capital Research & Management bought 133,515 Public Storage shares in Q2 2020, an estimated $25.8M.
Public Storage made up 3.26% of Security Capital Research & Management's portfolio in Q2 2020, its #10 holding.
Security Capital Research & Management first reported a position in Public Storage in Q2 2013 and has held it in 29 quarters since.
Security Capital Research & Management's Public Storage position peaked at $343M in Q1 2018.
719 funds tracked by Wall St. Rank held Public Storage as of Q2 2020.

Based on Security Capital Research & Management's 13F filing for Q2 2020, filed 14 Aug 2020.