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Caption Management’s Public Storage PSA Stock Holding History

Caption 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
Q3 		– Sell
-8,000
Closed -$2.3M – 1525
2024
Q2 		$2.3M Buy
+8,000
New +$2.21M 0.04% 441
2022
Q3 		– Sell
-300
Closed -$97.6K – 1779
2022
Q2 		$94K Buy
+300
New +$104K ﹤0.01% 1299
2019
Q2 		– Sell
-10,000
Closed -$2.18M – 794
2019
Q1 		$2.18M Buy
10,000
+1,400
+16% +$293K 0.12% 227
2018
Q4 		$1.74M Buy
+8,600
New +$1.76M 0.14% 197

Other funds holding PSA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caption Management's PSA Position: Q3 2024 in Review

Caption Management sold out of Public Storage (PSA) in Q3 2024, closing a stake of 8,000 shares — an estimated $2.3M sold.

Caption Management first reported a position in PSA in Q4 2018 and held it in 4 quarters. The position peaked at $2.3M in Q2 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Caption Management reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
  • Caption Management sold 8,000 Public Storage shares in Q3 2024, an estimated $2.3M.
  • Caption Management first reported a position in Public Storage in Q4 2018 and held it in 4 quarters.
  • Caption Management's Public Storage position peaked at $2.3M in Q2 2024.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Caption Management's 13F filing for Q3 2024, filed 14 Nov 2024.