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Northeast Investment Management’s Public Storage PSA Stock Holding History

Northeast Investment 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
Q4 		– Sell
-670
Closed -$244K – 188
2024
Q3 		$244K Buy
+670
New +$218K 0.01% 167
2022
Q3 		– Sell
-655
Closed -$205K – 180
2022
Q2 		$205K Buy
+655
New +$227K 0.01% 176

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northeast Investment Management's PSA Position: Q4 2024 in Review

Northeast Investment Management sold out of Public Storage (PSA) in Q4 2024, closing a stake of 670 shares — an estimated $244K sold.

Northeast Investment Management first reported a position in PSA in Q2 2022 and held it in 2 quarters. The position peaked at $244K in Q3 2024. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

  • Northeast Investment Management reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
  • Northeast Investment Management sold 670 Public Storage shares in Q4 2024, an estimated $244K.
  • Northeast Investment Management first reported a position in Public Storage in Q2 2022 and held it in 2 quarters.
  • Northeast Investment Management's Public Storage position peaked at $244K in Q3 2024.
  • 1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Northeast Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.