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 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osterweis Capital Management's PSA Position: Q1 2026 in Review

Osterweis Capital Management opened a new position in Public Storage (PSA) in Q1 2026: 78,807 shares worth $21.3M. The stake represents 1.1% of the portfolio and ranks #38 among its holdings. This is a return to the name: Osterweis Capital Management previously reported a position in PSA as recently as Q2 2017.

Osterweis Capital Management first reported a position in PSA in Q3 2016 and has held it in 5 quarters since. The position peaked at $30.4M in Q2 2017. 1,085 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Osterweis Capital Management held 78,807 shares of Public Storage worth $21.3M as of Q1 2026.
Public Storage was a new Osterweis Capital Management position in Q1 2026.
Public Storage made up 1.1% of Osterweis Capital Management's portfolio in Q1 2026, its #38 holding.
Osterweis Capital Management first reported a position in Public Storage in Q3 2016 and has held it in 5 quarters since.
Osterweis Capital Management's Public Storage position peaked at $30.4M in Q2 2017.
1,085 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.