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 Q2	$18.3M	Sell	57,500 -17,500	-23%	-$5.35M	13.31%	2
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Soapstone Management's PSA Position: Q2 2026 in Review

Soapstone Management reduced its Public Storage (PSA) stake by 23% in Q2 2026, selling an estimated $5.35M and leaving 57,500 shares worth $18.3M. The position accounts for 13.31% of the portfolio, ranked #2.

Soapstone Management first reported a position in PSA in Q4 2019 and has held it in 13 quarters since. The position peaked at $21.7M in Q3 2025. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Soapstone Management held 57,500 shares of Public Storage worth $18.3M as of Q2 2026.
Soapstone Management sold 17,500 Public Storage shares in Q2 2026, an estimated $5.35M.
Public Storage made up 13.31% of Soapstone Management's portfolio in Q2 2026, its #2 holding.
Soapstone Management first reported a position in Public Storage in Q4 2019 and has held it in 13 quarters since.
Soapstone Management's Public Storage position peaked at $21.7M in Q3 2025.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Soapstone Management's 13F filing for Q2 2026, filed 14 Aug 2026.