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
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

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

Lathrop Investment Management's PSA Position: Q4 2024 in Review

Lathrop Investment Management sold out of Public Storage (PSA) in Q4 2024, closing a stake of 667 shares — an estimated $243K sold.

Lathrop Investment Management first reported a position in PSA in Q2 2021 and held it in 13 quarters. The position peaked at $299K in Q1 2022. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Lathrop Investment Management reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Lathrop Investment Management sold 667 Public Storage shares in Q4 2024, an estimated $243K.
Lathrop Investment Management first reported a position in Public Storage in Q2 2021 and held it in 13 quarters.
Lathrop Investment Management's Public Storage position peaked at $299K in Q1 2022.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Lathrop Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.