NBW Capital’s Public Storage PSA Stock Holding History

NBW Capital’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 Q4	–	Sell	-706	Closed	-$257K	–	104
2024 Q3	$257K	Sell	706 -6	-0.8%	-$1.95K	0.05%	87
2024 Q2	$205K	Sell	712 -12	-2%	-$3.31K	0.04%	99
2024 Q1	$210K	Buy	+724	New	+$208K	0.04%	109
2023 Q4	–	Sell	-824	Closed	-$217K	–	116
2023 Q3	$217K	Hold	824	–	–	0.05%	100
2023 Q2	$241K	Buy	+824	New	+$240K	0.06%	101

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NBW Capital's PSA Position: Q4 2024 in Review

NBW Capital sold out of Public Storage (PSA) in Q4 2024, closing a stake of 706 shares — an estimated $257K sold.

NBW Capital first reported a position in PSA in Q2 2023 and held it in 5 quarters. The position peaked at $257K in Q3 2024. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

NBW Capital reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
NBW Capital sold 706 Public Storage shares in Q4 2024, an estimated $257K.
NBW Capital first reported a position in Public Storage in Q2 2023 and held it in 5 quarters.
NBW Capital's Public Storage position peaked at $257K in Q3 2024.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on NBW Capital's 13F filing for Q4 2024, filed 6 Feb 2025.