HGI Capital Management’s Public Storage PSA Stock Holding History

HGI Capital 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
2025 Q3	$1.92M	Sell	6,654 -6,903	-51%	-$1.98M	5.28%	7
2025 Q2	$3.98M	Buy	13,557 +2,985	+28%	+$884K	5.39%	5
2025 Q1	$3.16M	Buy	+10,572	New	+$3.16M	3.95%	15
2023 Q3	–	Sell	-36,824	Closed	-$10.7M	–	53
2023 Q2	$10.7M	Buy	+36,824	New	+$10.7M	5.17%	5
2023 Q1	–	Sell	-24,858	Closed	-$6.96M	–	36
2022 Q4	$6.96M	Sell	24,858 -46,241	-65%	-$13.5M	1.99%	24
2022 Q3	$20.8M	Buy	71,099 +28,449	+67%	+$9.25M	6.64%	1
2022 Q2	$13.3M	Buy	42,650 +12,973	+44%	+$4.49M	5.57%	5
2022 Q1	$11.6M	Buy	+29,677	New	+$10.8M	3.57%	6
2021 Q4	–	Sell	-15,945	Closed	-$4.74M	–	80
2021 Q3	$4.74M	Sell	15,945 -1,175	-7%	-$369K	1.91%	17
2021 Q2	$5.15M	Sell	17,120 -8,098	-32%	-$2.27M	1.79%	17
2021 Q1	$6.22M	Buy	+25,218	New	+$5.87M	2.64%	11
2020 Q4	–	Sell	-15,783	Closed	-$3.52M	–	67
2020 Q3	$3.52M	Sell	15,783 -2,336	-13%	-$477K	2.06%	23
2020 Q2	$3.48M	Sell	18,119 -4,655	-20%	-$898K	2.14%	21
2020 Q1	$4.52M	Buy	+22,774	New	+$4.88M	4.29%	8
2019 Q4	–	Sell	-16,755	Closed	-$4.11M	–	71
2019 Q3	$4.11M	Sell	16,755 -7,457	-31%	-$1.87M	2.26%	16
2019 Q2	$5.77M	Sell	24,212 -10,880	-31%	-$2.5M	2.62%	12
2019 Q1	$7.64M	Buy	+35,092	New	+$7.34M	4.02%	4

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HGI Capital Management's PSA Position: Q3 2025 in Review

HGI Capital Management reduced its Public Storage (PSA) stake by 51% in Q3 2025, selling an estimated $1.98M and leaving 6,654 shares worth $1.92M. The position accounts for 5.28% of the portfolio, ranked #7.

HGI Capital Management first reported a position in PSA in Q1 2019 and has held it in 17 quarters since. The position peaked at $20.8M in Q3 2022. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

HGI Capital Management held 6,654 shares of Public Storage worth $1.92M as of Q3 2025.
HGI Capital Management sold 6,903 Public Storage shares in Q3 2025, an estimated $1.98M.
Public Storage made up 5.28% of HGI Capital Management's portfolio in Q3 2025, its #7 holding.
HGI Capital Management first reported a position in Public Storage in Q1 2019 and has held it in 17 quarters since.
HGI Capital Management's Public Storage position peaked at $20.8M in Q3 2022.
1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on HGI Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.