Logan Capital Management’s Public Storage PSA Stock Holding History

Logan 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
2025 Q2	–	Sell	-200	Closed	-$59.9K	–	549
2025 Q1	$59.9K	Hold	200	–	–	﹤0.01%	331
2024 Q4	$59.9K	Hold	200	–	–	﹤0.01%	338
2024 Q3	$72.8K	Hold	200	–	–	﹤0.01%	328
2024 Q2	$57.5K	Hold	200	–	–	﹤0.01%	331
2024 Q1	$58K	Hold	200	–	–	﹤0.01%	333
2023 Q4	$61K	Hold	200	–	–	﹤0.01%	342
2023 Q3	$52.7K	Hold	200	–	–	﹤0.01%	341
2023 Q2	$58.4K	Hold	200	–	–	﹤0.01%	332
2023 Q1	$60.4K	Hold	200	–	–	﹤0.01%	336
2022 Q4	$56K	Hold	200	–	–	﹤0.01%	341
2022 Q3	$59K	Hold	200	–	–	﹤0.01%	334
2022 Q2	$63K	Hold	200	–	–	﹤0.01%	336
2022 Q1	$78K	Hold	200	–	–	﹤0.01%	330
2021 Q4	$75K	Hold	200	–	–	﹤0.01%	345
2021 Q3	$59K	Hold	200	–	–	﹤0.01%	346
2021 Q2	$60K	Hold	200	–	–	﹤0.01%	342
2021 Q1	$49K	Buy	+200	New	+$46.6K	﹤0.01%	338
2014 Q4	–	Sell	-20,157	Closed	-$3.34M	–	279
2014 Q3	$3.34M	Sell	20,157 -291	-1%	-$50K	0.24%	88
2014 Q2	$3.5M	Sell	20,448 -170	-0.8%	-$29.1K	0.25%	87
2014 Q1	$3.47M	Sell	20,618 -153	-0.7%	-$24.8K	0.25%	89
2013 Q4	$3.13M	Sell	20,771 -1,012	-5%	-$162K	0.22%	93
2013 Q3	$3.5M	Buy	21,783 +2,636	+14%	+$418K	0.26%	88
2013 Q2	$2.77M	Buy	+19,147	New	+$3.02M	0.22%	85

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Logan Capital Management's PSA Position: Q2 2025 in Review

Logan Capital Management sold out of Public Storage (PSA) in Q2 2025, closing a stake of 200 shares — an estimated $59.9K sold.

Logan Capital Management first reported a position in PSA in Q2 2013 and held it in 23 quarters. The position peaked at $3.5M in Q2 2014. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Logan Capital Management reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Logan Capital Management sold 200 Public Storage shares in Q2 2025, an estimated $59.9K.
Logan Capital Management first reported a position in Public Storage in Q2 2013 and held it in 23 quarters.
Logan Capital Management's Public Storage position peaked at $3.5M in Q2 2014.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Logan Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.