Zeke Capital Advisors’s Public Storage PSA Stock Holding History

Zeke Capital 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 Q4	$411K	Buy	1,468 +706	+93%	+$206K	0.03%	277
2022 Q3	$223K	Buy	762 +5	+0.7%	+$1.63K	0.02%	404
2022 Q2	$236K	Sell	757 -1	-0.1%	-$346	0.02%	403
2022 Q1	$295K	Buy	+758	New	+$275K	0.01%	375
2020 Q1	–	Sell	-2,835	Closed	-$604K	–	450
2019 Q4	$604K	Buy	2,835 +1,064	+60%	+$236K	0.05%	337
2019 Q3	$434K	Sell	1,771 -1,181	-40%	-$297K	0.04%	393
2019 Q2	$703K	Sell	2,952 -466	-14%	-$107K	0.07%	274
2019 Q1	$744K	Buy	3,418 +24	+0.7%	+$5.02K	0.07%	256
2018 Q4	$687K	Sell	3,394 -1,847	-35%	-$377K	0.07%	269
2018 Q3	$1.06M	Hold	5,241	–	–	0.09%	233
2018 Q2	$1.19M	Hold	5,241	–	–	0.11%	158
2018 Q1	$1.05M	Buy	+5,241	New	+$1.02M	0.1%	189
2017 Q4	–	Sell	-2,978	Closed	-$637K	–	604
2017 Q3	$637K	Buy	2,978 +1,739	+140%	+$359K	0.09%	180
2017 Q2	$258K	Buy	1,239 +183	+17%	+$39.3K	0.05%	226
2017 Q1	$231K	Buy	+1,056	New	+$234K	0.05%	224

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

Norges Bank Oslo, Norway $935B AUM

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

Zeke Capital Advisors's PSA Position: Q4 2022 in Review

Zeke Capital Advisors increased its Public Storage (PSA) stake by 93% in Q4 2022, buying an estimated $206K and bringing the position to 1,468 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #277.

Zeke Capital Advisors first reported a position in PSA in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.19M in Q2 2018. 957 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Zeke Capital Advisors held 1,468 shares of Public Storage worth $411K as of Q4 2022.
Zeke Capital Advisors bought 706 Public Storage shares in Q4 2022, an estimated $206K.
Public Storage made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #277 holding.
Zeke Capital Advisors first reported a position in Public Storage in Q1 2017 and has held it in 15 quarters since.
Zeke Capital Advisors's Public Storage position peaked at $1.19M in Q2 2018.
957 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.