Wimmer Associates 1’s Public Storage PSA Stock Holding History

Wimmer Associates 1’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	-612	Closed	-$223K	–	113
2024 Q3	$223K	Buy	+612	New	+$199K	0.11%	106
2023 Q1	–	Sell	-734	Closed	-$206K	–	108
2022 Q4	$206K	Buy	734 +12	+2%	+$3.5K	0.14%	108
2022 Q3	$224K	Buy	722 +30	+4%	+$9.76K	0.15%	107
2022 Q2	$216K	Hold	692	–	–	0.14%	107
2022 Q1	$270K	Hold	692	–	–	0.15%	103
2021 Q4	$259K	Hold	692	–	–	0.14%	106
2021 Q3	$206K	Sell	692 -20	-3%	-$6.28K	0.12%	119
2021 Q2	$214K	Buy	+712	New	+$200K	0.13%	117
2016 Q3	–	Sell	-875	Closed	-$224K	–	112
2016 Q2	$224K	Hold	875	–	–	0.2%	104
2016 Q1	$241K	Buy	+875	New	+$221K	0.22%	97

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

Wimmer Associates 1's PSA Position: Q4 2024 in Review

Wimmer Associates 1 sold out of Public Storage (PSA) in Q4 2024, closing a stake of 612 shares — an estimated $223K sold.

Wimmer Associates 1 first reported a position in PSA in Q1 2016 and held it in 10 quarters. The position peaked at $270K in Q1 2022. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Wimmer Associates 1 reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Wimmer Associates 1 sold 612 Public Storage shares in Q4 2024, an estimated $223K.
Wimmer Associates 1 first reported a position in Public Storage in Q1 2016 and held it in 10 quarters.
Wimmer Associates 1's Public Storage position peaked at $270K in Q1 2022.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Wimmer Associates 1's 13F filing for Q4 2024, filed 14 Feb 2025.