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Eagle Ridge Investment Management’s Public Storage PSA Stock Holding History

Eagle Ridge Investment 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 		$22.9M Sell
76,580
-751
-1% -$249K 2% 21
2024
Q3 		$28.1M Buy
77,331
+479
+0.6% +$156K 2.47% 13
2024
Q2 		$22.1M Sell
76,852
-81
-0.1% -$22.3K 2.05% 18
2024
Q1 		$22.3M Buy
76,933
+15,449
+25% +$4.43M 2.06% 18
2023
Q4 		$18.8M Sell
61,484
-16,982
-22% -$4.51M 1.84% 18
2023
Q3 		$20.7M Buy
78,466
+904
+1% +$253K 2.25% 13
2023
Q2 		$22.6M Buy
77,562
+3,515
+5% +$1.02M 2.38% 13
2023
Q1 		$22.4M Buy
74,047
+26,634
+56% +$7.83M 2.52% 10
2022
Q4 		$13.3M Sell
47,413
-243
-0.5% -$70.9K 1.55% 20
2022
Q3 		$14M Sell
47,656
-952
-2% -$310K 1.75% 12
2022
Q2 		$15.2M Sell
48,608
-46
-0.1% -$15.9K 1.83% 14
2022
Q1 		$19M Sell
48,654
-835
-2% -$303K 2.02% 11
2021
Q4 		$18.5M Buy
49,489
+281
+0.6% +$93.9K 1.94% 15
2021
Q3 		$14.6M Buy
49,208
+315
+0.6% +$98.8K 1.63% 17
2021
Q2 		$14.7M Buy
48,893
+301
+0.6% +$84.4K 1.71% 17
2021
Q1 		$12M Buy
48,592
+1,536
+3% +$358K 1.45% 28
2020
Q4 		$10.9M Buy
47,056
+1,555
+3% +$356K 1.37% 26
2020
Q3 		$10.1M Buy
+45,501
New +$9.3M 1.42% 23

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Eagle Ridge Investment Management's PSA Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its Public Storage (PSA) stake by 0.97% in Q4 2024, selling an estimated $249K and leaving 76,580 shares worth $22.9M. The position accounts for 2% of the portfolio, ranked #21.

Eagle Ridge Investment Management first reported a position in PSA in Q3 2020 and has held it in 18 quarters since. The position peaked at $28.1M in Q3 2024. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

  • Eagle Ridge Investment Management held 76,580 shares of Public Storage worth $22.9M as of Q4 2024.
  • Eagle Ridge Investment Management sold 751 Public Storage shares in Q4 2024, an estimated $249K.
  • Public Storage made up 2% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #21 holding.
  • Eagle Ridge Investment Management first reported a position in Public Storage in Q3 2020 and has held it in 18 quarters since.
  • Eagle Ridge Investment Management's Public Storage position peaked at $28.1M in Q3 2024.
  • 1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.