Wellington Management Group’s Public Storage PSA Stock Holding History

Wellington Management Group’s Portfolio PSA Stock Details PSA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$860M	Sell	2,929,556 -58,106	-2%	-$17M	0.16%	143
2025 Q1	$894M	Buy	2,987,662 +30,775	+1%	+$9.21M	0.17%	130
2024 Q4	$885M	Sell	2,956,887 -402,516	-12%	-$121M	0.16%	133
2024 Q3	$1.22B	Sell	3,359,403 -595,280	-15%	-$217M	0.21%	113
2024 Q2	$1.14B	Sell	3,954,683 -46,508	-1%	-$13.4M	0.2%	118
2024 Q1	$1.16B	Sell	4,001,191 -186,122	-4%	-$54M	0.21%	121
2023 Q4	$1.28B	Sell	4,187,313 -47,341	-1%	-$14.4M	0.24%	111
2023 Q3	$1.12B	Sell	4,234,654 -216,565	-5%	-$57.1M	0.22%	113
2023 Q2	$1.3B	Buy	4,451,219 +21,705	+0.5%	+$6.34M	0.25%	100
2023 Q1	$1.34B	Sell	4,429,514 -227,922	-5%	-$68.9M	0.27%	96
2022 Q4	$1.3B	Buy	4,657,436 +324,129	+7%	+$90.8M	0.26%	95
2022 Q3	$1.27B	Sell	4,333,307 -25,669	-0.6%	-$7.52M	0.27%	94
2022 Q2	$1.36B	Buy	4,358,976 +317,106	+8%	+$99.1M	0.27%	89
2022 Q1	$1.58B	Buy	4,041,870 +74,406	+2%	+$29M	0.27%	90
2021 Q4	$1.49B	Sell	3,967,464 -800,000	-17%	-$300M	0.24%	101
2021 Q3	$1.42B	Sell	4,767,464 -1,407,610	-23%	-$418M	0.24%	94
2021 Q2	$1.86B	Buy	6,175,074 +212,735	+4%	+$64M	0.31%	80
2021 Q1	$1.47B	Sell	5,962,339 -90,415	-1%	-$22.3M	0.26%	89
2020 Q4	$1.4B	Sell	6,052,754 -94,451	-2%	-$21.8M	0.26%	88
2020 Q3	$1.37B	Buy	6,147,205 +174,083	+3%	+$38.8M	0.28%	91
2020 Q2	$1.15B	Sell	5,973,122 -60,140	-1%	-$11.5M	0.26%	96
2020 Q1	$1.2B	Sell	6,033,262 -104,787	-2%	-$20.8M	0.32%	79
2019 Q4	$1.31B	Sell	6,138,049 -347,595	-5%	-$74M	0.27%	82
2019 Q3	$1.59B	Sell	6,485,644 -231,140	-3%	-$56.7M	0.36%	64
2019 Q2	$1.6B	Sell	6,716,784 -293,277	-4%	-$69.8M	0.35%	64
2019 Q1	$1.53B	Sell	7,010,061 -778,436	-10%	-$170M	0.35%	68
2018 Q4	$1.58B	Sell	7,788,497 -1,121,762	-13%	-$227M	0.39%	60
2018 Q3	$1.8B	Buy	8,910,259 +339,772	+4%	+$68.5M	0.38%	65
2018 Q2	$1.94B	Buy	8,570,487 +235,350	+3%	+$53.4M	0.43%	54
2018 Q1	$1.67B	Buy	8,335,137 +909,974	+12%	+$182M	0.38%	68
2017 Q4	$1.55B	Buy	7,425,163 +35,440	+0.5%	+$7.41M	0.34%	78
2017 Q3	$1.58B	Sell	7,389,723 -303,656	-4%	-$65M	0.36%	71
2017 Q2	$1.6B	Buy	7,693,379 +1,082,361	+16%	+$226M	0.38%	69
2017 Q1	$1.45B	Sell	6,611,018 -158,392	-2%	-$34.7M	0.35%	73
2016 Q4	$1.51B	Buy	6,769,410 +1,340,501	+25%	+$300M	0.38%	68
2016 Q3	$1.21B	Buy	5,428,909 +1,039,291	+24%	+$232M	0.3%	82
2016 Q2	$1.12B	Buy	4,389,618 +40,853	+0.9%	+$10.4M	0.29%	84
2016 Q1	$1.2B	Sell	4,348,765 -147,377	-3%	-$40.7M	0.32%	80
2015 Q4	$1.11B	Buy	4,496,142 +860,285	+24%	+$213M	0.29%	84
2015 Q3	$769M	Sell	3,635,857 -334,603	-8%	-$70.8M	0.21%	111
2015 Q2	$732M	Sell	3,970,460 -39,313	-1%	-$7.25M	0.19%	122
2015 Q1	$790M	Buy	4,009,773 +52,992	+1%	+$10.4M	0.2%	107
2014 Q4	$731M	Buy	3,956,781 +279,409	+8%	+$51.6M	0.19%	115
2014 Q3	$610M	Buy	3,677,372 +74,560	+2%	+$12.4M	0.17%	132
2014 Q2	$617M	Sell	3,602,812 -45,269	-1%	-$7.76M	0.17%	133
2014 Q1	$615M	Buy	3,648,081 +855,776	+31%	+$144M	0.17%	129
2013 Q4	$420M	Buy	2,792,305 +455,633	+19%	+$68.6M	0.12%	195
2013 Q3	$375M	Buy	2,336,672 +268,191	+13%	+$43.1M	0.12%	199
2013 Q2	$317M	Buy	+2,068,481	New	+$317M	0.1%	217