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Donald L. Hagan LLC’s Public Storage PSA Stock Holding History

Donald L. Hagan LLC’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
2025
Q3 		$895K Sell
3,100
-111
-3% -$31.9K 0.44% 55
2025
Q2 		$942K Sell
3,211
-59
-2% -$17.5K 0.47% 49
2025
Q1 		$979K Buy
3,270
+106
+3% +$31.7K 0.51% 51
2024
Q4 		$947K Sell
3,164
-136
-4% -$45.1K 0.49% 52
2024
Q3 		$1.2M Sell
3,300
-63
-2% -$20.5K 0.61% 42
2024
Q2 		$967K Buy
3,363
+404
+14% +$111K 0.51% 52
2024
Q1 		$858K Sell
2,959
-97
-3% -$27.8K 0.45% 59
2023
Q4 		$932K Buy
3,056
+90
+3% +$23.9K 0.51% 50
2023
Q3 		$782K Sell
2,966
-432
-13% -$121K 0.47% 52
2023
Q2 		$992K Sell
3,398
-281
-8% -$81.9K 0.56% 43
2023
Q1 		$1.11M Buy
+3,679
New +$1.08M 0.61% 41
2020
Q4 		– Sell
-1,929
Closed -$430K – 87
2020
Q3 		$430K Sell
1,929
-1,088
-36% -$222K 0.34% 57
2020
Q2 		$579K Sell
3,017
-483
-14% -$93.2K 0.5% 51
2020
Q1 		$684K Sell
3,500
-95
-3% -$20.3K 0.61% 48
2019
Q4 		$800K Buy
3,595
+599
+20% +$133K 0.69% 51
2019
Q3 		$725K Sell
2,996
-3,221
-52% -$809K 0.59% 54
2019
Q2 		$1.48M Sell
6,217
-220
-3% -$50.5K 1.28% 17
2019
Q1 		$1.4M Sell
6,437
-103
-2% -$21.6K 1.22% 19
2018
Q4 		$1.32M Buy
6,540
+2,279
+53% +$465K 1.22% 22
2018
Q3 		$859K Sell
4,261
-22
-0.5% -$4.75K 0.67% 43
2018
Q2 		$972K Buy
4,283
+158
+4% +$32.9K 0.78% 35
2018
Q1 		$826K Buy
+4,125
New +$804K 0.69% 36

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Donald L. Hagan LLC's PSA Position: Q3 2025 in Review

Donald L. Hagan LLC reduced its Public Storage (PSA) stake by 3.5% in Q3 2025, selling an estimated $31.9K and leaving 3,100 shares worth $895K. The position accounts for 0.44% of the portfolio, ranked #55.

Donald L. Hagan LLC first reported a position in PSA in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.48M in Q2 2019. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Donald L. Hagan LLC held 3,100 shares of Public Storage worth $895K as of Q3 2025.
  • Donald L. Hagan LLC sold 111 Public Storage shares in Q3 2025, an estimated $31.9K.
  • Public Storage made up 0.44% of Donald L. Hagan LLC's portfolio in Q3 2025, its #55 holding.
  • Donald L. Hagan LLC first reported a position in Public Storage in Q1 2018 and has held it in 22 quarters since.
  • Donald L. Hagan LLC's Public Storage position peaked at $1.48M in Q2 2019.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Donald L. Hagan LLC's 13F filing for Q3 2025, filed 16 Oct 2025.