Sierra Ocean’s Public Storage PSA Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-13	Closed	-$3.84K	–	732
2025 Q2	$3.84K	Sell	13 -31	-70%	-$9.18K	﹤0.01%	631
2025 Q1	$13.2K	Buy	44 +39	+780%	+$11.7K	0.01%	383
2024 Q4	$1.52K	Buy	+5	New	+$1.66K	﹤0.01%	828

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sierra Ocean's PSA Position: Q3 2025 in Review

Sierra Ocean sold out of Public Storage (PSA) in Q3 2025, closing a stake of 13 shares — an estimated $3.84K sold.

Sierra Ocean first reported a position in PSA in Q4 2024 and held it in 3 quarters. The position peaked at $13.2K in Q1 2025. 1,123 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

Sierra Ocean reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 13 Public Storage shares in Q3 2025, an estimated $3.84K.
Sierra Ocean first reported a position in Public Storage in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Public Storage position peaked at $13.2K in Q1 2025.
1,123 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.