White Lighthouse Investment Management’s Public Storage PSA Stock Holding History

White Lighthouse Investment 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
2024 Q2	–	Sell	-750	Closed	-$218K	–	124
2024 Q1	$218K	Hold	750	–	–	0.04%	119
2023 Q4	$229K	Buy	+750	New	+$199K	0.05%	115
2023 Q3	–	Sell	-750	Closed	-$219K	–	119
2023 Q2	$219K	Hold	750	–	–	0.05%	113
2023 Q1	$227K	Hold	750	–	–	0.06%	107
2022 Q4	$210K	Hold	750	–	–	0.06%	111
2022 Q3	$220K	Hold	750	–	–	0.06%	99
2022 Q2	$235K	Sell	750 -2	-0.3%	-$692	0.07%	101
2022 Q1	$293K	Hold	752	–	–	0.07%	94
2021 Q4	$282K	Buy	752 +2	+0.3%	+$668	0.07%	100
2021 Q3	$223K	Hold	750	–	–	0.06%	108
2021 Q2	$226K	Buy	+750	New	+$210K	0.06%	110

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

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

White Lighthouse Investment Management's PSA Position: Q2 2024 in Review

White Lighthouse Investment Management sold out of Public Storage (PSA) in Q2 2024, closing a stake of 750 shares — an estimated $218K sold.

White Lighthouse Investment Management first reported a position in PSA in Q2 2021 and held it in 11 quarters. The position peaked at $293K in Q1 2022. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

White Lighthouse Investment Management reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
White Lighthouse Investment Management sold 750 Public Storage shares in Q2 2024, an estimated $218K.
White Lighthouse Investment Management first reported a position in Public Storage in Q2 2021 and held it in 11 quarters.
White Lighthouse Investment Management's Public Storage position peaked at $293K in Q1 2022.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on White Lighthouse Investment Management's 13F filing for Q2 2024, filed 15 Jul 2024.