Oxbow Advisors’s Public Storage PSA Stock Holding History

Oxbow Advisors’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 Q3	–	Sell	-659	Closed	-$210K	–	267
2026 Q2	$210K	Buy	+659	New	+$202K	0.02%	253
2026 Q1	–	Sell	-883	Closed	-$229K	–	273
2025 Q4	$229K	Hold	883	–	–	0.02%	232
2025 Q3	$255K	Sell	883 -60	-6%	-$17.2K	0.02%	200
2025 Q2	$277K	Sell	943 -45	-5%	-$13.3K	0.03%	176
2025 Q1	$296K	Sell	988 -207	-17%	-$61.9K	0.03%	171
2024 Q4	$358K	Sell	1,195 -2	-0.2%	-$664	0.04%	161
2024 Q3	$436K	Hold	1,197	–	–	0.04%	147
2024 Q2	$344K	Hold	1,197	–	–	0.04%	173
2024 Q1	$347K	Buy	1,197 +234	+24%	+$67.1K	0.05%	165
2023 Q4	$294K	Buy	963 +4	+0.4%	+$1.06K	0.04%	166
2023 Q3	$253K	Hold	959	–	–	0.04%	174
2023 Q2	$280K	Hold	959	–	–	0.04%	180
2023 Q1	$290K	Buy	+959	New	+$282K	0.05%	160

Other funds holding PSA

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Oxbow Advisors's PSA Position: Q3 2026 in Review

Oxbow Advisors sold out of Public Storage (PSA) in Q3 2026, closing a stake of 659 shares — an estimated $210K sold.

Oxbow Advisors first reported a position in PSA in Q1 2023 and held it in 13 quarters. The position peaked at $436K in Q3 2024. 832 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Oxbow Advisors reported no remaining Public Storage position as of Q3 2026 after selling out during the quarter.
Oxbow Advisors sold 659 Public Storage shares in Q3 2026, an estimated $210K.
Oxbow Advisors first reported a position in Public Storage in Q1 2023 and held it in 13 quarters.
Oxbow Advisors's Public Storage position peaked at $436K in Q3 2024.
832 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Oxbow Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.