Brasada Capital Management’s Public Storage PSA Stock Holding History

Brasada 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 Q4	–	Sell	-23,444	Closed	-$8.33M	–	147
2024 Q3	$8.33M	Sell	23,444 -493	-2%	-$160K	1.45%	22
2024 Q2	$7.1M	Buy	23,937 +435	+2%	+$120K	1.24%	28
2024 Q1	$6.82M	Buy	23,502 +1,495	+7%	+$429K	1.2%	25
2023 Q4	$6.71M	Buy	+22,007	New	+$5.84M	1.3%	23

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brasada Capital Management's PSA Position: Q4 2024 in Review

Brasada Capital Management sold out of Public Storage (PSA) in Q4 2024, closing a stake of 23,444 shares — an estimated $8.33M sold.

Brasada Capital Management first reported a position in PSA in Q4 2023 and held it in 4 quarters. The position peaked at $8.33M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Brasada Capital Management reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Brasada Capital Management sold 23,444 Public Storage shares in Q4 2024, an estimated $8.33M.
Brasada Capital Management first reported a position in Public Storage in Q4 2023 and held it in 4 quarters.
Brasada Capital Management's Public Storage position peaked at $8.33M in Q3 2024.
1,129 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Brasada Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.