Twin Capital Management’s Public Storage PSA Stock Holding History

Twin Capital 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	-2,357	Closed	-$681K	–	274
2025 Q3	$681K	Sell	2,357 -2,779	-54%	-$798K	0.09%	203
2025 Q2	$1.51M	Buy	5,136 +144	+3%	+$42.6K	0.16%	149
2025 Q1	$1.49M	Buy	4,992 +561	+13%	+$168K	0.17%	137
2024 Q4	$1.33M	Buy	4,431 +152	+4%	+$50.4K	0.15%	144
2024 Q3	$1.56M	Sell	4,279 -791	-16%	-$257K	0.18%	147
2024 Q2	$1.46M	Buy	5,070 +198	+4%	+$54.6K	0.17%	143
2024 Q1	$1.41M	Sell	4,872 -397	-8%	-$114K	0.18%	147
2023 Q4	$1.61M	Buy	5,269 +2,623	+99%	+$696K	0.21%	138
2023 Q3	$697K	Sell	2,646 -112	-4%	-$31.4K	0.1%	193
2023 Q2	$805K	Sell	2,758 -121	-4%	-$35.3K	0.11%	191
2023 Q1	$870K	Sell	2,879 -729	-20%	-$214K	0.12%	186
2022 Q4	$1.01M	Buy	+3,608	New	+$1.05M	0.13%	176
2021 Q1	–	Sell	-4,885	Closed	-$1.13M	–	309
2020 Q4	$1.13M	Sell	4,885 -150	-3%	-$34.4K	0.1%	199
2020 Q3	$1.12M	Sell	5,035 -144	-3%	-$29.4K	0.1%	195
2020 Q2	$994K	Sell	5,179 -251	-5%	-$48.4K	0.1%	200
2020 Q1	$1.08M	Buy	5,430 +1,910	+54%	+$409K	0.12%	181
2019 Q4	$750K	Sell	3,520 -70	-2%	-$15.5K	0.06%	231
2019 Q3	$881K	Sell	3,590 -260	-7%	-$65.3K	0.06%	217
2019 Q2	$917K	Sell	3,850 -10,670	-73%	-$2.45M	0.06%	214
2019 Q1	$3.16M	Hold	14,520	–	–	0.16%	177
2018 Q4	$2.94M	Hold	14,520	–	–	0.17%	161
2018 Q3	$2.93M	Sell	14,520 -350	-2%	-$75.5K	0.13%	189
2018 Q2	$3.37M	Buy	14,870 +190	+1%	+$39.6K	0.17%	164
2018 Q1	$2.94M	Sell	14,680 -220	-1%	-$42.9K	0.15%	177
2017 Q4	$3.11M	Sell	14,900 -70	-0.5%	-$14.8K	0.15%	179
2017 Q3	$3.2M	Sell	14,970 -100	-0.7%	-$20.7K	0.17%	181
2017 Q2	$3.14M	Sell	15,070 -20	-0.1%	-$4.3K	0.19%	172
2017 Q1	$3.3M	Buy	15,090 +140	+0.9%	+$31K	0.2%	156
2016 Q4	$3.34M	Sell	14,950 -970	-6%	-$206K	0.22%	145
2016 Q3	$3.55M	Sell	15,920 -1,030	-6%	-$241K	0.24%	129
2016 Q2	$4.33M	Hold	16,950	–	–	0.33%	93
2016 Q1	$4.67M	Buy	16,950 +1,260	+8%	+$318K	0.36%	83
2015 Q4	$3.89M	Buy	15,690 +100	+0.6%	+$23.4K	0.32%	93
2015 Q3	$3.3M	Hold	15,590	–	–	0.31%	98
2015 Q2	$2.87M	Buy	15,590 +350	+2%	+$67.1K	0.26%	128
2015 Q1	$3M	Buy	15,240 +13,440	+747%	+$2.66M	0.26%	120
2014 Q4	$333K	Hold	1,800	–	–	0.03%	249
2014 Q3	$299K	Hold	1,800	–	–	0.03%	276
2014 Q2	$308K	Sell	1,800 -9,230	-84%	-$1.58M	0.03%	278
2014 Q1	$1.86M	Buy	+11,030	New	+$1.79M	0.2%	161

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Twin Capital Management's PSA Position: Q4 2025 in Review

Twin Capital Management sold out of Public Storage (PSA) in Q4 2025, closing a stake of 2,357 shares — an estimated $681K sold.

Twin Capital Management first reported a position in PSA in Q1 2014 and held it in 40 quarters. The position peaked at $4.67M in Q1 2016. 1,107 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Twin Capital Management reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Twin Capital Management sold 2,357 Public Storage shares in Q4 2025, an estimated $681K.
Twin Capital Management first reported a position in Public Storage in Q1 2014 and held it in 40 quarters.
Twin Capital Management's Public Storage position peaked at $4.67M in Q1 2016.
1,107 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

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