Plato Investment Management’s Public Storage PSA Stock Holding History

Plato Investment 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	$1.48M	Sell	5,458 -19	-0.3%	-$5.45K	0.1%	210
2025 Q4	$1.43M	Sell	5,477 -386	-7%	-$108K	0.09%	215
2025 Q3	$1.68M	Hold	5,863	–	–	0.11%	191
2025 Q2	$1.71M	Buy	5,863 +5	+0.1%	+$1.48K	0.13%	174
2025 Q1	$1.77M	Sell	5,858 -324	-5%	-$96.9K	0.15%	162
2024 Q4	$1.86M	Buy	6,182 +145	+2%	+$48.1K	0.14%	163
2024 Q3	$2.19M	Buy	6,037 +44	+0.7%	+$14.3K	0.18%	137
2024 Q2	$1.72M	Sell	5,993 -135	-2%	-$37.2K	0.16%	141
2024 Q1	$1.78M	Buy	6,128 +4,935	+414%	+$1.41M	0.18%	136
2023 Q4	$364K	Buy	+1,193	New	+$317K	0.45%	50

Other funds holding PSA

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Plato Investment Management's PSA Position: Q1 2026 in Review

Plato Investment Management reduced its Public Storage (PSA) stake by 0.35% in Q1 2026, selling an estimated $5.45K and leaving 5,458 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #210.

Plato Investment Management first reported a position in PSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.19M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Plato Investment Management held 5,458 shares of Public Storage worth $1.48M as of Q1 2026.
Plato Investment Management sold 19 Public Storage shares in Q1 2026, an estimated $5.45K.
Public Storage made up 0.1% of Plato Investment Management's portfolio in Q1 2026, its #210 holding.
Plato Investment Management first reported a position in Public Storage in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Public Storage position peaked at $2.19M in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.