SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / PSA

Swaine & Leidel Wealth Services, LLC’s Public Storage Oper Co Position

Does Swaine & Leidel Wealth Services, LLC own Public Storage Oper Co (PSA)? Not currently — the last reported position was 13.5K shares worth $3M in Q4 2019; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$3M
Q4 2019
Shares
13.5K
% of Portfolio
+2.40%
Quarters Held
1
position exited

Position History PSA

Reported value by quarter
Q4 ’19: $3MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201913.5K$3M+2.40%

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