Osterweis Capital Management’s Public Storage PSA Stock Holding History

Osterweis 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
2026 Q2	$6.67M	Sell	20,963 -57,844	-73%	-$17.7M	0.31%	77
2026 Q1	$21.3M	Buy	+78,807	New	+$22.6M	1.1%	38
2017 Q3	–	Sell	-145,730	Closed	-$30.4M	–	105
2017 Q2	$30.4M	Buy	145,730 +33,265	+30%	+$7.15M	2.31%	16
2017 Q1	$24.6M	Sell	112,465 -3,484	-3%	-$772K	1.93%	24
2016 Q4	$25.9M	Buy	115,949 +28,044	+32%	+$5.97M	1.87%	28
2016 Q3	$19.6M	Buy	+87,905	New	+$20.5M	1.18%	33

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Osterweis Capital Management's PSA Position: Q2 2026 in Review

Osterweis Capital Management reduced its Public Storage (PSA) stake by 73% in Q2 2026, selling an estimated $17.7M and leaving 20,963 shares worth $6.67M. The position accounts for 0.31% of the portfolio, ranked #77.

Osterweis Capital Management first reported a position in PSA in Q3 2016 and has held it in 6 quarters since. The position peaked at $30.4M in Q2 2017. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Osterweis Capital Management held 20,963 shares of Public Storage worth $6.67M as of Q2 2026.
Osterweis Capital Management sold 57,844 Public Storage shares in Q2 2026, an estimated $17.7M.
Public Storage made up 0.31% of Osterweis Capital Management's portfolio in Q2 2026, its #77 holding.
Osterweis Capital Management first reported a position in Public Storage in Q3 2016 and has held it in 6 quarters since.
Osterweis Capital Management's Public Storage position peaked at $30.4M in Q2 2017.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.