Live Oak Investment Partners’s Public Storage PSA Stock Holding History

Live Oak Investment Partners’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 Q1	$224K	Sell	828 -1,363	-62%	-$391K	0.13%	91
2025 Q4	$569K	Buy	2,191 +265	+14%	+$74.1K	0.35%	63
2025 Q3	$556K	Buy	1,926 +289	+18%	+$82.9K	0.37%	59
2025 Q2	$480K	Sell	1,637 -62	-4%	-$18.4K	0.37%	58
2025 Q1	$508K	Buy	+1,699	New	+$508K	0.4%	58
2024 Q4	–	Hold	0	–	–	–	63
2024 Q3	–	Hold	0	–	–	–	60
2024 Q2	–	Hold	0	–	–	–	63
2023 Q4	–	Hold	0	–	–	–	63
2023 Q3	–	Hold	0	–	–	–	140
2023 Q2	–	Hold	0	–	–	–	134
2023 Q1	–	Hold	0	–	–	–	127
2022 Q4	–	Hold	0	–	–	–	133

Other funds holding PSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Live Oak Investment Partners's PSA Position: Q1 2026 in Review

Live Oak Investment Partners reduced its Public Storage (PSA) stake by 62% in Q1 2026, selling an estimated $391K and leaving 828 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #91.

Live Oak Investment Partners first reported a position in PSA in Q1 2025 and has held it in 5 quarters since. The position peaked at $569K in Q4 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Live Oak Investment Partners held 828 shares of Public Storage worth $224K as of Q1 2026.
Live Oak Investment Partners sold 1,363 Public Storage shares in Q1 2026, an estimated $391K.
Public Storage made up 0.13% of Live Oak Investment Partners's portfolio in Q1 2026, its #91 holding.
Live Oak Investment Partners first reported a position in Public Storage in Q1 2025 and has held it in 5 quarters since.
Live Oak Investment Partners's Public Storage position peaked at $569K in Q4 2025.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.