Oarsman Capital’s Public Storage PSA Stock Holding History

Oarsman 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
2025 Q1	–	Sell	-554	Closed	-$166K	–	674
2024 Q4	$166K	Hold	554	–	–	0.03%	257
2024 Q3	$202K	Buy	+554	New	+$180K	0.04%	233
2022 Q4	–	Sell	-737	Closed	-$216K	–	169
2022 Q3	$216K	Hold	737	–	–	0.12%	150
2022 Q2	$230K	Hold	737	–	–	0.11%	149
2022 Q1	$288K	Hold	737	–	–	0.11%	157
2021 Q4	$276K	Hold	737	–	–	0.11%	152
2021 Q3	$219K	Hold	737	–	–	0.09%	175
2021 Q2	$222K	Buy	+737	New	+$207K	0.09%	174

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 $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Oarsman Capital's PSA Position: Q1 2025 in Review

Oarsman Capital sold out of Public Storage (PSA) in Q1 2025, closing a stake of 554 shares — an estimated $166K sold.

Oarsman Capital first reported a position in PSA in Q2 2021 and held it in 8 quarters. The position peaked at $288K in Q1 2022. 1,147 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

Oarsman Capital reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 554 Public Storage shares in Q1 2025, an estimated $166K.
Oarsman Capital first reported a position in Public Storage in Q2 2021 and held it in 8 quarters.
Oarsman Capital's Public Storage position peaked at $288K in Q1 2022.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.