Hamilton Point Investment Advisors’s Public Storage PSA Stock Holding History

Hamilton Point Investment Advisors’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	-655	Closed	-$238K	–	167
2024 Q3	$238K	Buy	+655	New	+$213K	0.04%	112
2022 Q3	–	Sell	-655	Closed	-$205K	–	78
2022 Q2	$205K	Hold	655	–	–	0.06%	73
2022 Q1	$256K	Hold	655	–	–	0.07%	74
2021 Q4	$245K	Buy	+655	New	+$219K	0.06%	78

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

Hamilton Point Investment Advisors's PSA Position: Q4 2024 in Review

Hamilton Point Investment Advisors sold out of Public Storage (PSA) in Q4 2024, closing a stake of 655 shares — an estimated $238K sold.

Hamilton Point Investment Advisors first reported a position in PSA in Q4 2021 and held it in 4 quarters. The position peaked at $256K in Q1 2022. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Hamilton Point Investment Advisors reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Hamilton Point Investment Advisors sold 655 Public Storage shares in Q4 2024, an estimated $238K.
Hamilton Point Investment Advisors first reported a position in Public Storage in Q4 2021 and held it in 4 quarters.
Hamilton Point Investment Advisors's Public Storage position peaked at $256K in Q1 2022.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Hamilton Point Investment Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.