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 Q2	$208K	Sell	654 -174	-21%	-$53.2K	0.11%	90
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 $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 $3.38T AUM 44.17% 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

Live Oak Investment Partners's PSA Position: Q2 2026 in Review

Live Oak Investment Partners reduced its Public Storage (PSA) stake by 21% in Q2 2026, selling an estimated $53.2K and leaving 654 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #90.

Live Oak Investment Partners first reported a position in PSA in Q1 2025 and has held it in 6 quarters since. The position peaked at $569K in Q4 2025. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Live Oak Investment Partners held 654 shares of Public Storage worth $208K as of Q2 2026.
Live Oak Investment Partners sold 174 Public Storage shares in Q2 2026, an estimated $53.2K.
Public Storage made up 0.11% of Live Oak Investment Partners's portfolio in Q2 2026, its #90 holding.
Live Oak Investment Partners first reported a position in Public Storage in Q1 2025 and has held it in 6 quarters since.
Live Oak Investment Partners's Public Storage position peaked at $569K in Q4 2025.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.