Regatta Capital Group’s Public Storage PSA Stock Holding History

Regatta Capital Group’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	$2.06M	Buy	7,601 +608	+9%	+$174K	0.31%	59
2025 Q4	$1.81M	Buy	6,993 +418	+6%	+$117K	0.27%	65
2025 Q3	$1.9M	Buy	6,575 +267	+4%	+$76.6K	0.3%	61
2025 Q2	$1.85M	Buy	6,308 +2,744	+77%	+$812K	0.32%	56
2025 Q1	$1.07M	Buy	3,564 +72	+2%	+$21.5K	0.21%	76
2024 Q4	$1.05M	Buy	3,492 +67	+2%	+$22.2K	0.2%	77
2024 Q3	$1.25M	Buy	3,425 +59	+2%	+$19.2K	0.24%	71
2024 Q2	$968K	Buy	3,366 +126	+4%	+$34.7K	0.21%	79
2024 Q1	$940K	Buy	3,240 +103	+3%	+$29.5K	0.21%	80
2023 Q4	$957K	Buy	3,137 +20	+0.6%	+$5.31K	0.25%	72
2023 Q3	$821K	Sell	3,117 -50	-2%	-$14K	0.26%	74
2023 Q2	$924K	Sell	3,167 -48	-1%	-$14K	0.29%	72
2023 Q1	$901K	Hold	3,215	–	–	0.32%	74
2022 Q4	$901K	Sell	3,215 -226	-7%	-$65.9K	0.32%	74
2022 Q3	$1.08M	Buy	3,441 +28	+0.8%	+$9.11K	0.44%	61
2022 Q2	$1.07M	Buy	3,413 +108	+3%	+$37.4K	0.51%	53
2022 Q1	$1.29M	Buy	3,305 +10	+0.3%	+$3.63K	0.45%	58
2021 Q4	$1.23M	Buy	+3,295	New	+$1.1M	0.43%	60

Other funds holding PSA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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