Wellington Management Group’s Public Storage PSA Stock Holding History

Wellington Management Group’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	$394M	Buy	1,453,748 +427,317	+42%	+$123M	0.07%	237
2025 Q4	$266M	Sell	1,026,431 -1,730,791	-63%	-$484M	0.05%	322
2025 Q3	$796M	Sell	2,757,222 -172,334	-6%	-$49.5M	0.14%	159
2025 Q2	$860M	Sell	2,929,556 -58,106	-2%	-$17.2M	0.16%	143
2025 Q1	$894M	Buy	2,987,662 +30,775	+1%	+$9.2M	0.17%	130
2024 Q4	$885M	Sell	2,956,887 -402,516	-12%	-$134M	0.16%	133
2024 Q3	$1.22B	Sell	3,359,403 -595,280	-15%	-$193M	0.21%	113
2024 Q2	$1.14B	Sell	3,954,683 -46,508	-1%	-$12.8M	0.2%	118
2024 Q1	$1.16B	Sell	4,001,191 -186,122	-4%	-$53.4M	0.21%	121
2023 Q4	$1.28B	Sell	4,187,313 -47,341	-1%	-$12.6M	0.24%	111
2023 Q3	$1.12B	Sell	4,234,654 -216,565	-5%	-$60.7M	0.22%	113
2023 Q2	$1.3B	Buy	4,451,219 +21,705	+0.5%	+$6.33M	0.25%	100
2023 Q1	$1.34B	Sell	4,429,514 -227,922	-5%	-$67M	0.27%	96
2022 Q4	$1.3B	Buy	4,657,436 +324,129	+7%	+$94.5M	0.26%	95
2022 Q3	$1.27B	Sell	4,333,307 -25,669	-0.6%	-$8.35M	0.27%	94
2022 Q2	$1.36B	Buy	4,358,976 +317,106	+8%	+$110M	0.27%	89
2022 Q1	$1.58B	Buy	4,041,870 +74,406	+2%	+$27M	0.27%	90
2021 Q4	$1.49B	Sell	3,967,464 -800,000	-17%	-$267M	0.24%	101
2021 Q3	$1.42B	Sell	4,767,464 -1,407,610	-23%	-$442M	0.24%	94
2021 Q2	$1.86B	Buy	6,175,074 +212,735	+4%	+$59.7M	0.31%	80
2021 Q1	$1.47B	Sell	5,962,339 -90,415	-1%	-$21.1M	0.26%	89
2020 Q4	$1.4B	Sell	6,052,754 -94,451	-2%	-$21.7M	0.26%	88
2020 Q3	$1.37B	Buy	6,147,205 +174,083	+3%	+$35.6M	0.28%	91
2020 Q2	$1.15B	Sell	5,973,122 -60,140	-1%	-$11.6M	0.26%	96
2020 Q1	$1.2B	Sell	6,033,262 -104,787	-2%	-$22.4M	0.32%	79
2019 Q4	$1.31B	Sell	6,138,049 -347,595	-5%	-$77.1M	0.27%	82
2019 Q3	$1.59B	Sell	6,485,644 -231,140	-3%	-$58M	0.36%	64
2019 Q2	$1.6B	Sell	6,716,784 -293,277	-4%	-$67.3M	0.35%	64
2019 Q1	$1.53B	Sell	7,010,061 -778,436	-10%	-$163M	0.35%	68
2018 Q4	$1.58B	Sell	7,788,497 -1,121,762	-13%	-$229M	0.39%	60
2018 Q3	$1.8B	Buy	8,910,259 +339,772	+4%	+$73.3M	0.38%	65
2018 Q2	$1.94B	Buy	8,570,487 +235,350	+3%	+$49M	0.43%	54
2018 Q1	$1.67B	Buy	8,335,137 +909,974	+12%	+$177M	0.38%	68
2017 Q4	$1.55B	Buy	7,425,163 +35,440	+0.5%	+$7.49M	0.34%	78
2017 Q3	$1.58B	Sell	7,389,723 -303,656	-4%	-$62.8M	0.36%	71
2017 Q2	$1.6B	Buy	7,693,379 +1,082,361	+16%	+$233M	0.38%	69
2017 Q1	$1.45B	Sell	6,611,018 -158,392	-2%	-$35.1M	0.35%	73
2016 Q4	$1.51B	Buy	6,769,410 +1,340,501	+25%	+$285M	0.38%	68
2016 Q3	$1.21B	Buy	5,428,909 +1,039,291	+24%	+$243M	0.3%	82
2016 Q2	$1.12B	Buy	4,389,618 +40,853	+0.9%	+$10.5M	0.29%	84
2016 Q1	$1.2B	Sell	4,348,765 -147,377	-3%	-$37.2M	0.32%	80
2015 Q4	$1.11B	Buy	4,496,142 +860,285	+24%	+$201M	0.29%	84
2015 Q3	$769M	Sell	3,635,857 -334,603	-8%	-$68.2M	0.21%	111
2015 Q2	$732M	Sell	3,970,460 -39,313	-1%	-$7.54M	0.19%	122
2015 Q1	$790M	Buy	4,009,773 +52,992	+1%	+$10.5M	0.2%	107
2014 Q4	$731M	Buy	3,956,781 +279,409	+8%	+$50.6M	0.19%	115
2014 Q3	$610M	Buy	3,677,372 +74,560	+2%	+$12.8M	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%	+$139M	0.17%	129
2013 Q4	$420M	Buy	2,792,305 +455,633	+19%	+$72.8M	0.12%	195
2013 Q3	$375M	Buy	2,336,672 +268,191	+13%	+$42.5M	0.12%	199
2013 Q2	$317M	Buy	+2,068,481	New	+$326M	0.1%	217