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Paloma Partners’s Public Storage PSA Stock Holding History

Paloma Partners’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
Q2 		– Sell
-13,357
Closed -$3.87M – 1425
2024
Q1 		$3.87M Buy
13,357
+2,657
+25% +$762K 0.2% 119
2023
Q4 		$3.26M Sell
10,700
-4,900
-31% -$1.3M 0.12% 187
2023
Q3 		$4.11M Buy
+15,600
New +$4.37M 0.14% 131
2023
Q2 		– Sell
-3,300
Closed -$997K – 911
2023
Q1 		$997K Buy
+3,300
New +$970K 0.04% 371
2022
Q4 		– Sell
-1,200
Closed -$351K – 1120
2022
Q3 		$351K Sell
1,200
-8,800
-88% -$2.86M 0.02% 587
2022
Q2 		$3.13M Buy
+10,000
New +$3.46M 0.11% 177
2020
Q3 		– Sell
-3,200
Closed -$614K – 2379
2020
Q2 		$614K Buy
+3,200
New +$617K 0.01% 1136
2020
Q1 		– Sell
-6,800
Closed -$1.45M – 1902
2019
Q4 		$1.45M Buy
+6,800
New +$1.51M 0.02% 756
2019
Q2 		– Sell
-900
Closed -$196K – 2091
2019
Q1 		$196K Buy
+900
New +$188K ﹤0.01% 1528
2018
Q4 		– Sell
-5,400
Closed -$1.09M – 1682
2018
Q3 		$1.09M Buy
+5,400
New +$1.17M 0.02% 702
2018
Q2 		– Sell
-1,800
Closed -$361K – 2085
2018
Q1 		$361K Sell
1,800
-700
-28% -$136K 0.01% 1540
2017
Q4 		$523K Sell
2,500
-300
-11% -$63.4K 0.01% 1325
2017
Q3 		$599K Sell
2,800
-38,200
-93% -$7.9M 0.01% 1441
2017
Q2 		$8.55M Buy
+41,000
New +$8.82M 0.1% 174

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Paloma Partners's PSA Position: Q3 2024 in Review

Paloma Partners sold out of Public Storage (PSA) in Q3 2024, closing a stake of 3,607 shares — an estimated $1.04M sold.

Paloma Partners first reported a position in PSA in Q3 2013 and held it in 28 quarters. The position peaked at $4.7M in Q2 2018. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Paloma Partners reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 3,607 Public Storage shares in Q3 2024, an estimated $1.04M.
  • Paloma Partners first reported a position in Public Storage in Q3 2013 and held it in 28 quarters.
  • Paloma Partners's Public Storage position peaked at $4.7M in Q2 2018.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.