Soapstone Management’s Public Storage PSA Stock Holding History

Soapstone 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	$20.3M	Hold	75,000	–	–	14.47%	2
2025 Q4	$19.5M	Hold	75,000	–	–	14.34%	3
2025 Q3	$21.7M	Buy	75,000 +10,000	+15%	+$2.87M	14.71%	3
2025 Q2	$19.1M	Buy	65,000 +11,250	+21%	+$3.33M	12.66%	4
2025 Q1	$16.1M	Buy	+53,750	New	+$16.1M	12.57%	3
2021 Q3	–	Sell	-6,250	Closed	-$1.88M	–	18
2021 Q2	$1.88M	Sell	6,250 -18,750	-75%	-$5.26M	0.75%	20
2021 Q1	$6.17M	Sell	25,000 -40,149	-62%	-$9.35M	2.74%	14
2020 Q4	$15M	Sell	65,149 -3,601	-5%	-$825K	6.48%	6
2020 Q3	$15.3M	Buy	68,750 +6,250	+10%	+$1.28M	7.52%	5
2020 Q2	$12M	Hold	62,500	–	–	6.91%	4
2020 Q1	$12.4M	Buy	62,500 +37,100	+146%	+$7.95M	10.7%	3
2019 Q4	$5.41M	Buy	+25,400	New	+$5.64M	3.44%	11

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

Soapstone Management's PSA Position: Q1 2026 in Review

Soapstone Management held its Public Storage (PSA) position steady in Q1 2026 at 75,000 shares worth $20.3M. The position accounts for 14.47% of the portfolio, ranked #2.

Soapstone Management first reported a position in PSA in Q4 2019 and has held it in 12 quarters since. The position peaked at $21.7M in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Soapstone Management held 75,000 shares of Public Storage worth $20.3M as of Q1 2026.
Soapstone Management left its Public Storage share count unchanged in Q1 2026.
Public Storage made up 14.47% of Soapstone Management's portfolio in Q1 2026, its #2 holding.
Soapstone Management first reported a position in Public Storage in Q4 2019 and has held it in 12 quarters since.
Soapstone Management's Public Storage position peaked at $21.7M in Q3 2025.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Soapstone Management's 13F filing for Q1 2026, filed 15 May 2026.