SEC 13F Intelligence

Willingdon Wealth Management / PSA

Willingdon Wealth Management’s Public Storage Oper Co Position

Does Willingdon Wealth Management own Public Storage Oper Co (PSA)? Yes67.9K shares worth $13M (+3.40% of its 13F portfolio) as of Q1 2020, up from 42.9K shares the prior filed quarter.

Position Value
$13M
Q1 2020
Shares
67.9K
% of Portfolio
+3.40%
Quarters Held
2
currently held

Position History PSA

Reported value by quarter
Q4 ’19: $9MQ4 ’19Q1 ’20: $13MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202067.9K$13M+3.40%
Q4 201942.9K$9M+1.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willingdon Wealth Management’s full portfolio or all institutional holders of PSA.