Hilton Capital Management’s Public Storage PSA Stock Holding History

Hilton 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
2024 Q4	–	Sell	-40,832	Closed	-$14.9M	–	178
2024 Q3	$14.9M	Buy	40,832 +20,720	+103%	+$6.73M	1.15%	19
2024 Q2	$5.79M	Buy	20,112 +1,112	+6%	+$307K	0.49%	55
2024 Q1	$5.51M	Buy	19,000 +227	+1%	+$65.1K	0.49%	58
2023 Q4	$5.73M	Buy	+18,773	New	+$4.98M	0.61%	48
2022 Q1	–	Sell	-77,007	Closed	-$28.8M	–	140
2021 Q4	$28.8M	Buy	77,007 +2,030	+3%	+$678K	2.65%	9
2021 Q3	$22.3M	Buy	+74,977	New	+$23.5M	2.18%	13

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

Hilton Capital Management's PSA Position: Q4 2024 in Review

Hilton Capital Management sold out of Public Storage (PSA) in Q4 2024, closing a stake of 40,832 shares — an estimated $14.9M sold.

Hilton Capital Management first reported a position in PSA in Q3 2021 and held it in 6 quarters. The position peaked at $28.8M in Q4 2021. 1,129 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Hilton Capital Management reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Hilton Capital Management sold 40,832 Public Storage shares in Q4 2024, an estimated $14.9M.
Hilton Capital Management first reported a position in Public Storage in Q3 2021 and held it in 6 quarters.
Hilton Capital Management's Public Storage position peaked at $28.8M in Q4 2021.
1,129 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

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