Baker Avenue Asset Management’s Public Storage PSA Stock Holding History

Baker Avenue Asset 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
2026 Q1	$205K	Sell	756 -168	-18%	-$48.2K	﹤0.01%	725
2025 Q4	$240K	Sell	924 -389	-30%	-$109K	0.01%	567
2025 Q3	$379K	Buy	+1,313	New	+$377K	0.01%	417
2023 Q4	–	Sell	-33	Closed	-$8.7K	–	1207
2023 Q3	$8.7K	Sell	33 -10	-23%	-$2.8K	﹤0.01%	795
2023 Q2	$12.5K	Buy	43 +10	+30%	+$2.91K	﹤0.01%	711
2023 Q1	$9.97K	Sell	33 -3	-8%	-$882	﹤0.01%	765
2022 Q4	$10K	Buy	+36	New	+$10.5K	﹤0.01%	704
2022 Q3	–	Sell	-959	Closed	-$300K	–	366
2022 Q2	$300K	Buy	959 +175	+22%	+$60.6K	0.02%	267
2022 Q1	$306K	Buy	+784	New	+$285K	0.02%	267
2021 Q3	–	Sell	-945	Closed	-$284K	–	273
2021 Q2	$284K	Buy	945 +5	+0.5%	+$1.4K	0.02%	214
2021 Q1	$232K	Buy	940 +7	+0.8%	+$1.63K	0.01%	221
2020 Q4	$215K	Buy	933 +17	+2%	+$3.9K	0.01%	225
2020 Q3	$204K	Buy	+916	New	+$187K	0.02%	213

Other funds holding PSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Baker Avenue Asset Management's PSA Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its Public Storage (PSA) stake by 18% in Q1 2026, selling an estimated $48.2K and leaving 756 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Baker Avenue Asset Management first reported a position in PSA in Q3 2020 and has held it in 13 quarters since. The position peaked at $379K in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Baker Avenue Asset Management held 756 shares of Public Storage worth $205K as of Q1 2026.
Baker Avenue Asset Management sold 168 Public Storage shares in Q1 2026, an estimated $48.2K.
Public Storage made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #725 holding.
Baker Avenue Asset Management first reported a position in Public Storage in Q3 2020 and has held it in 13 quarters since.
Baker Avenue Asset Management's Public Storage position peaked at $379K in Q3 2025.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.