Lathrop Investment Management’s Public Storage PSA Stock Holding History

Lathrop 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
2026 Q2	$212K	Buy	+667	New	+$204K	0.04%	87
2024 Q4	–	Sell	-667	Closed	-$243K	–	89
2024 Q3	$243K	Buy	+667	New	+$217K	0.05%	79
2024 Q2	–	Sell	-707	Closed	-$205K	–	86
2024 Q1	$205K	Hold	707	–	–	0.04%	84
2023 Q4	$216K	Sell	707 -60	-8%	-$15.9K	0.04%	78
2023 Q3	$202K	Hold	767	–	–	0.04%	78
2023 Q2	$224K	Hold	767	–	–	0.05%	79
2023 Q1	$232K	Hold	767	–	–	0.05%	76
2022 Q4	$215K	Hold	767	–	–	0.05%	78
2022 Q3	$225K	Hold	767	–	–	0.06%	65
2022 Q2	$240K	Hold	767	–	–	0.06%	68
2022 Q1	$299K	Hold	767	–	–	0.06%	64
2021 Q4	$287K	Hold	767	–	–	0.06%	63
2021 Q3	$228K	Hold	767	–	–	0.05%	63
2021 Q2	$231K	Buy	+767	New	+$215K	0.05%	68

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lathrop Investment Management's PSA Position: Q2 2026 in Review

Lathrop Investment Management opened a new position in Public Storage (PSA) in Q2 2026: 667 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #87 among its holdings. This is a return to the name: Lathrop Investment Management previously reported a position in PSA as recently as Q3 2024.

Lathrop Investment Management first reported a position in PSA in Q2 2021 and has held it in 14 quarters since. The position peaked at $299K in Q1 2022. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Lathrop Investment Management held 667 shares of Public Storage worth $212K as of Q2 2026.
Public Storage was a new Lathrop Investment Management position in Q2 2026.
Public Storage made up 0.04% of Lathrop Investment Management's portfolio in Q2 2026, its #87 holding.
Lathrop Investment Management first reported a position in Public Storage in Q2 2021 and has held it in 14 quarters since.
Lathrop Investment Management's Public Storage position peaked at $299K in Q1 2022.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.