Makena Capital Management’s Public Storage PSA Stock Holding History

Makena 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
2024 Q2	–	Sell	-25,841	Closed	-$7.5M	–	48
2024 Q1	$7.5M	Hold	25,841	–	–	1.74%	28
2023 Q4	$7.88M	Buy	+25,841	New	+$6.86M	1.79%	29
2021 Q1	–	Sell	-11,994	Closed	-$2.77M	–	55
2020 Q4	$2.77M	Hold	11,994	–	–	1.54%	32
2020 Q3	$2.67M	Hold	11,994	–	–	1.57%	35
2020 Q2	$2.3M	Buy	+11,994	New	+$2.31M	1.41%	36

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Makena Capital Management's PSA Position: Q2 2024 in Review

Makena Capital Management sold out of Public Storage (PSA) in Q2 2024, closing a stake of 25,841 shares — an estimated $7.5M sold.

Makena Capital Management first reported a position in PSA in Q2 2020 and held it in 5 quarters. The position peaked at $7.88M in Q4 2023. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Makena Capital Management reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
Makena Capital Management sold 25,841 Public Storage shares in Q2 2024, an estimated $7.5M.
Makena Capital Management first reported a position in Public Storage in Q2 2020 and held it in 5 quarters.
Makena Capital Management's Public Storage position peaked at $7.88M in Q4 2023.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Makena Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.