Meritage Portfolio Management’s Public Storage PSA Stock Holding History

Meritage Portfolio 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 Q4	$4.97M	Sell	19,158 -1,215	-6%	-$340K	0.33%	89
2025 Q3	$5.88M	Sell	20,373 -2,153	-10%	-$618K	0.39%	70
2025 Q2	$6.61M	Sell	22,526 -112	-0.5%	-$33.2K	0.42%	62
2025 Q1	$6.78M	Buy	+22,638	New	+$6.77M	0.45%	62
2020 Q1	–	Sell	-8,423	Closed	-$1.79M	–	234
2019 Q4	$1.79M	Buy	8,423 +32	+0.4%	+$7.1K	0.16%	173
2019 Q3	$2.06M	Sell	8,391 -5,145	-38%	-$1.29M	0.2%	167
2019 Q2	$3.22M	Sell	13,536 -21	-0.2%	-$4.82K	0.33%	113
2019 Q1	$2.95M	Sell	13,557 -22	-0.2%	-$4.6K	0.3%	129
2018 Q4	$2.75M	Buy	+13,579	New	+$2.77M	0.31%	124

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

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Meritage Portfolio Management's PSA Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Public Storage (PSA) stake by 6% in Q4 2025, selling an estimated $340K and leaving 19,158 shares worth $4.97M. The position accounts for 0.33% of the portfolio, ranked #89.

Meritage Portfolio Management first reported a position in PSA in Q4 2018 and has held it in 9 quarters since. The position peaked at $6.78M in Q1 2025. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Meritage Portfolio Management held 19,158 shares of Public Storage worth $4.97M as of Q4 2025.
Meritage Portfolio Management sold 1,215 Public Storage shares in Q4 2025, an estimated $340K.
Public Storage made up 0.33% of Meritage Portfolio Management's portfolio in Q4 2025, its #89 holding.
Meritage Portfolio Management first reported a position in Public Storage in Q4 2018 and has held it in 9 quarters since.
Meritage Portfolio Management's Public Storage position peaked at $6.78M in Q1 2025.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.