SEC 13F Intelligence

Eagle Ridge Investment Management / PSA

Eagle Ridge Investment Management’s Public Storage Oper Co Position

Does Eagle Ridge Investment Management own Public Storage Oper Co (PSA)? Yes76.6K shares worth $23M (+2.00% of its 13F portfolio) as of Q4 2024, down from 77.3K shares the prior filed quarter.

Position Value
$23M
Q4 2024
Shares
76.6K
% of Portfolio
+2.00%
Quarters Held
18
currently held

Position History PSA

Reported value by quarter
Q3 ’20: $10MQ3 ’20Q4 ’20: $11MQ1 ’21: $12MQ2 ’21: $15MQ2 ’21Q3 ’21: $15MQ4 ’21: $19MQ1 ’22: $19MQ1 ’22Q2 ’22: $15MQ3 ’22: $14MQ4 ’22: $13MQ4 ’22Q1 ’23: $22MQ2 ’23: $23MQ3 ’23: $21MQ3 ’23Q4 ’23: $19MQ1 ’24: $22MQ2 ’24: $22MQ2 ’24Q3 ’24: $28MQ4 ’24: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202476.6K$23M+2.00%
Q3 202477.3K$28M+2.47%
Q2 202476.9K$22M+2.05%
Q1 202476.9K$22M+2.06%
Q4 202361.5K$19M+1.84%
Q3 202378.5K$21M+2.25%
Q2 202377.6K$23M+2.38%
Q1 202374.0K$22M+2.52%
Q4 202247.4K$13M+1.55%
Q3 202247.7K$14M+1.75%
Q2 202248.6K$15M+1.83%
Q1 202248.7K$19M+2.02%
Q4 202149.5K$19M+1.94%
Q3 202149.2K$15M+1.63%
Q2 202148.9K$15M+1.71%
Q1 202148.6K$12M+1.45%
Q4 202047.1K$11M+1.37%
Q3 202045.5K$10M+1.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Ridge Investment Management’s full portfolio or all institutional holders of PSA.