Tortoise Investment Management’s Public Storage PSA Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-3	Closed	-$867	–	1139
2025 Q3	$867	Sell	3 -2	-40%	-$574	﹤0.01%	1075
2025 Q2	$1.47K	Buy	+5	New	+$1.48K	﹤0.01%	870
2019 Q3	–	Sell	-9	Closed	-$2K	–	630
2019 Q2	$2K	Hold	9	–	–	﹤0.01%	574
2019 Q1	$2K	Hold	9	–	–	﹤0.01%	565
2018 Q4	$2K	Hold	9	–	–	﹤0.01%	509
2018 Q3	$2K	Hold	9	–	–	﹤0.01%	514
2018 Q2	$2K	Hold	9	–	–	﹤0.01%	526
2018 Q1	$2K	Hold	9	–	–	﹤0.01%	505
2017 Q4	$2K	Buy	+9	New	+$1.9K	﹤0.01%	518

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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Tortoise Investment Management's PSA Position: Q4 2025 in Review

Tortoise Investment Management sold out of Public Storage (PSA) in Q4 2025, closing a stake of 3 shares — an estimated $867 sold.

Tortoise Investment Management first reported a position in PSA in Q4 2017 and held it in 9 quarters. The position peaked at $2K in Q2 2019. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Tortoise Investment Management reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 3 Public Storage shares in Q4 2025, an estimated $867.
Tortoise Investment Management first reported a position in Public Storage in Q4 2017 and held it in 9 quarters.
Tortoise Investment Management's Public Storage position peaked at $2K in Q2 2019.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.