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Addison Advisors’s Public Storage PSA Stock Holding History

Addison Advisors’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
Q1 		$10K Hold
37
– – ﹤0.01% 661
2025
Q4 		$9.6K Sell
37
-7
-16% -$1.96K ﹤0.01% 632
2025
Q3 		$12.7K Sell
44
-16
-27% -$4.59K ﹤0.01% 601
2025
Q2 		$17.6K Buy
60
+28
+88% +$8.29K ﹤0.01% 555
2025
Q1 		$9.58K Hold
32
– – ﹤0.01% 588
2024
Q4 		$9.58K Hold
32
– – ﹤0.01% 596
2024
Q3 		$11.6K Hold
32
– – ﹤0.01% 574
2024
Q2 		$9.21K Buy
+32
New +$8.82K ﹤0.01% 573
2023
Q1 		– Sell
-2
Closed -$560 – 752
2022
Q4 		$560 Hold
2
– – ﹤0.01% 669
2022
Q3 		$1K Hold
2
– – ﹤0.01% 642
2022
Q2 		$1K Hold
2
– – ﹤0.01% 637
2022
Q1 		$1K Hold
2
– – ﹤0.01% 664
2021
Q4 		$1K Buy
+2
New +$668 ﹤0.01% 621

Other funds holding PSA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return