Zimmer Partners’s Public Storage PSA Stock Holding History

Zimmer 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
2026 Q2	–	Sell	-7,200	Closed	-$1.95M	–	141
2026 Q1	$1.95M	Buy	+7,200	New	+$2.06M	0.05%	109
2025 Q2	–	Sell	-14,500	Closed	-$4.34M	–	199
2025 Q1	$4.34M	Sell	14,500 -6,400	-31%	-$1.91M	0.08%	123
2024 Q4	$6.26M	Buy	+20,900	New	+$6.94M	0.11%	95
2024 Q2	–	Sell	-55,500	Closed	-$16.1M	–	174
2024 Q1	$16.1M	Buy	+55,500	New	+$15.9M	0.34%	54
2023 Q3	–	Sell	-32,500	Closed	-$9.49M	–	150
2023 Q2	$9.49M	Sell	32,500 -267,500	-89%	-$78M	0.22%	63
2023 Q1	$90.6M	Sell	300,000 -112,500	-27%	-$33.1M	1.86%	19
2022 Q4	$116M	Buy	412,500 +300,000	+267%	+$87.5M	2.32%	14
2022 Q3	$32.9M	Sell	112,500 -37,500	-25%	-$12.2M	0.71%	37
2022 Q2	$46.9M	Buy	+150,000	New	+$51.9M	0.98%	30
2022 Q1	–	Sell	-95,000	Closed	-$35.6M	–	135
2021 Q4	$35.6M	Sell	95,000 -242,500	-72%	-$81M	0.53%	50
2021 Q3	$100M	Buy	337,500 +334,114	+9,868%	+$105M	1.58%	21
2021 Q2	$1.02M	Buy	+3,386	New	+$950K	0.01%	151
2020 Q2	–	Sell	-50,000	Closed	-$9.93M	–	125
2020 Q1	$9.93M	Buy	+50,000	New	+$10.7M	0.22%	55
2019 Q4	–	Sell	-175,000	Closed	-$42.9M	–	106
2019 Q3	$42.9M	Buy	+175,000	New	+$43.9M	0.47%	42

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Zimmer Partners's PSA Position: Q2 2026 in Review

Zimmer Partners sold out of Public Storage (PSA) in Q2 2026, closing a stake of 7,200 shares — an estimated $1.95M sold.

Zimmer Partners first reported a position in PSA in Q3 2019 and held it in 14 quarters. The position peaked at $116M in Q4 2022. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Zimmer Partners reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
Zimmer Partners sold 7,200 Public Storage shares in Q2 2026, an estimated $1.95M.
Zimmer Partners first reported a position in Public Storage in Q3 2019 and held it in 14 quarters.
Zimmer Partners's Public Storage position peaked at $116M in Q4 2022.
1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.