Tectonic Advisors’s Public Storage PSA Stock Holding History

Tectonic 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
2022 Q3	–	Sell	-709	Closed	-$222K	–	218
2022 Q2	$222K	Hold	709	–	–	0.04%	181
2022 Q1	$277K	Buy	+709	New	+$257K	0.05%	170
2021 Q3	–	Sell	-1,411	Closed	-$424K	–	227
2021 Q2	$424K	Buy	1,411 +137	+11%	+$38.4K	0.09%	116
2021 Q1	$315K	Buy	1,274 +150	+13%	+$34.9K	0.08%	127
2020 Q4	$259K	Buy	+1,124	New	+$258K	0.07%	138

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tectonic Advisors's PSA Position: Q3 2022 in Review

Tectonic Advisors sold out of Public Storage (PSA) in Q3 2022, closing a stake of 709 shares — an estimated $222K sold.

Tectonic Advisors first reported a position in PSA in Q4 2020 and held it in 5 quarters. The position peaked at $424K in Q2 2021. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

Tectonic Advisors reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
Tectonic Advisors sold 709 Public Storage shares in Q3 2022, an estimated $222K.
Tectonic Advisors first reported a position in Public Storage in Q4 2020 and held it in 5 quarters.
Tectonic Advisors's Public Storage position peaked at $424K in Q2 2021.
932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Tectonic Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.