TNA
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True North Advisors’s Public Storage PSA Stock Holding History

True North Advisors’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 		– Sell
-845
Closed -$219K – 275
2025
Q4 		$219K Sell
845
-60
-7% -$16.8K 0.03% 238
2025
Q3 		$261K Sell
905
-172
-16% -$49.4K 0.04% 190
2025
Q2 		$316K Sell
1,077
-34
-3% -$10.1K 0.06% 175
2025
Q1 		$333K Hold
1,111
– – 0.06% 178
2024
Q4 		$333K Sell
1,111
-9
-0.8% -$2.99K 0.08% 130
2024
Q3 		$408K Sell
1,120
-156
-12% -$50.6K 0.11% 110
2024
Q2 		$367K Buy
1,276
+215
+20% +$59.3K 0.1% 123
2024
Q1 		$308K Buy
1,061
+135
+15% +$38.7K 0.09% 138
2023
Q4 		$282K Buy
926
+10
+1% +$2.65K 0.07% 142
2023
Q3 		$241K Sell
916
-230
-20% -$64.5K 0.07% 170
2023
Q2 		$334K Buy
+1,146
New +$334K 0.09% 152

Other funds holding PSA

BlackRock
BlackRock New York $5.7T 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
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
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