Windham Capital Management’s Public Storage PSA Stock Holding History

Windham Capital 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 Q1	–	Sell	-874	Closed	-$267K	–	63
2023 Q4	$267K	Buy	874 +8	+0.9%	+$2.12K	0.1%	80
2023 Q3	$228K	Buy	866 +10	+1%	+$2.8K	0.09%	83
2023 Q2	$250K	Hold	856	–	–	0.1%	83
2023 Q1	$259K	Buy	856 +38	+5%	+$11.2K	0.1%	79
2022 Q4	$229K	Hold	818	–	–	0.09%	73
2022 Q3	$240K	Buy	818 +19	+2%	+$6.18K	0.09%	72
2022 Q2	$250K	Hold	799	–	–	0.06%	71
2022 Q1	$312K	Hold	799	–	–	0.07%	70
2021 Q4	$299K	Hold	799	–	–	0.06%	71
2021 Q3	$237K	Hold	799	–	–	0.05%	74
2021 Q2	$240K	Buy	+799	New	+$224K	0.05%	70

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Windham Capital Management's PSA Position: Q1 2024 in Review

Windham Capital Management sold out of Public Storage (PSA) in Q1 2024, closing a stake of 874 shares — an estimated $267K sold.

Windham Capital Management first reported a position in PSA in Q2 2021 and held it in 11 quarters. The position peaked at $312K in Q1 2022. 1,066 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Windham Capital Management reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Windham Capital Management sold 874 Public Storage shares in Q1 2024, an estimated $267K.
Windham Capital Management first reported a position in Public Storage in Q2 2021 and held it in 11 quarters.
Windham Capital Management's Public Storage position peaked at $312K in Q1 2022.
1,066 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Windham Capital Management's 13F filing for Q1 2024, filed 13 May 2024.