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Doheny Asset Management’s Public Storage PSA Stock Holding History

Doheny 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
2024
Q4 		– Sell
-600
Closed -$218K – 71
2024
Q3 		$218K Buy
+600
New +$195K 0.15% 71
2022
Q1 		$238K Hold
610
– – 0.17% 75
2021
Q4 		$228K Buy
+610
New +$204K 0.16% 84
2019
Q1 		– Sell
-1,010
Closed -$204K – 99
2018
Q4 		$204K Hold
1,010
– – 0.15% 88
2018
Q3 		$204K Hold
1,010
– – 0.11% 98
2018
Q2 		$229K Sell
1,010
-100
-9% -$20.8K 0.12% 92
2018
Q1 		$222K Hold
1,110
– – 0.12% 98
2017
Q4 		$232K Sell
1,110
-432
-28% -$91.3K 0.11% 100
2017
Q3 		$330K Sell
1,542
-200
-11% -$41.3K 0.15% 91
2017
Q2 		$363K Sell
1,742
-100
-5% -$21.5K 0.17% 82
2017
Q1 		$403K Hold
1,842
– – 0.18% 79
2016
Q4 		$412K Sell
1,842
-88
-5% -$18.7K 0.2% 79
2016
Q3 		$431K Sell
1,930
-100
-5% -$23.4K 0.22% 75
2016
Q2 		$519K Hold
2,030
– – 0.26% 70
2016
Q1 		$560K Hold
2,030
– – 0.29% 66
2015
Q4 		$503K Sell
2,030
-150
-7% -$35.1K 0.25% 71
2015
Q3 		$461K Hold
2,180
– – 0.24% 70
2015
Q2 		$402K Buy
2,180
+30
+1% +$5.75K 0.18% 83
2015
Q1 		$424K Hold
2,150
– – 0.2% 82
2014
Q4 		$397K Hold
2,150
– – 0.19% 84
2014
Q3 		$357K Hold
2,150
– – 0.18% 80
2014
Q2 		$368K Sell
2,150
-50
-2% -$8.57K 0.17% 80
2014
Q1 		$371K Sell
2,200
-150
-6% -$24.3K 0.19% 76
2013
Q4 		$354K Sell
2,350
-200
-8% -$32K 0.19% 75
2013
Q3 		$409K Sell
2,550
-50
-2% -$7.92K 0.23% 77
2013
Q2 		$399K Buy
+2,600
New +$410K 0.23% 82

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Doheny Asset Management's PSA Position: Q4 2024 in Review

Doheny Asset Management sold out of Public Storage (PSA) in Q4 2024, closing a stake of 600 shares — an estimated $218K sold.

Doheny Asset Management first reported a position in PSA in Q2 2013 and held it in 26 quarters. The position peaked at $560K in Q1 2016. 1,132 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

  • Doheny Asset Management reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
  • Doheny Asset Management sold 600 Public Storage shares in Q4 2024, an estimated $218K.
  • Doheny Asset Management first reported a position in Public Storage in Q2 2013 and held it in 26 quarters.
  • Doheny Asset Management's Public Storage position peaked at $560K in Q1 2016.
  • 1,132 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Doheny Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.