Waterloo Capital’s Public Storage PSA Stock Holding History

Waterloo Capital’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
2024 Q4	–	Sell	-639	Closed	-$232K	–	387
2024 Q3	$232K	Buy	+639	New	+$207K	0.03%	326

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Waterloo Capital's PSA Position: Q4 2024 in Review

Waterloo Capital sold out of Public Storage (PSA) in Q4 2024, closing a stake of 639 shares — an estimated $232K sold.

Waterloo Capital first reported a position in PSA in Q3 2024 and held it in 1 quarter. The position peaked at $232K in Q3 2024. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Waterloo Capital reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Waterloo Capital sold 639 Public Storage shares in Q4 2024, an estimated $232K.
Waterloo Capital first reported a position in Public Storage in Q3 2024 and held it in 1 quarter.
Waterloo Capital's Public Storage position peaked at $232K in Q3 2024.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Waterloo Capital's 13F filing for Q4 2024, filed 13 Feb 2025.