Waterfront Capital Partners’s Public Storage PSA Stock Holding History

Waterfront Capital Partners’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 Q2	–	Sell	-56,007	Closed	-$16.8M	–	42
2025 Q1	$16.8M	Buy	+56,007	New	+$16.7M	2.87%	19
2024 Q2	–	Sell	-4,000	Closed	-$1.16M	–	44
2024 Q1	$1.16M	Buy	+4,000	New	+$1.15M	0.1%	38
2023 Q4	–	Sell	-120,000	Closed	-$31.6M	–	49
2023 Q3	$31.6M	Buy	+120,000	New	+$33.6M	3.1%	15
2020 Q2	–	Sell	-60,462	Closed	-$12M	–	59
2020 Q1	$12M	Buy	+60,462	New	+$13M	1.47%	21
2019 Q3	–	Sell	-9,399	Closed	-$2.24M	–	56
2019 Q2	$2.24M	Sell	9,399 -31,777	-77%	-$7.29M	0.37%	44
2019 Q1	$8.97M	Buy	+41,176	New	+$8.62M	1.31%	31

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Waterfront Capital Partners's PSA Position: Q2 2025 in Review

Waterfront Capital Partners sold out of Public Storage (PSA) in Q2 2025, closing a stake of 56,007 shares — an estimated $16.8M sold.

Waterfront Capital Partners first reported a position in PSA in Q1 2019 and held it in 6 quarters. The position peaked at $31.6M in Q3 2023. 1,145 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Waterfront Capital Partners reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Waterfront Capital Partners sold 56,007 Public Storage shares in Q2 2025, an estimated $16.8M.
Waterfront Capital Partners first reported a position in Public Storage in Q1 2019 and held it in 6 quarters.
Waterfront Capital Partners's Public Storage position peaked at $31.6M in Q3 2023.
1,145 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Waterfront Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.