Alaethes Wealth’s Public Storage PSA Stock Holding History

Alaethes Wealth’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
2025 Q4	–	Sell	-5,463	Closed	-$1.58M	–	121
2025 Q3	$1.58M	Buy	5,463 +571	+12%	+$164K	0.45%	76
2025 Q2	$1.44M	Buy	4,892 +238	+5%	+$70.5K	0.43%	77
2025 Q1	$1.39M	Buy	4,654 +231	+5%	+$69.1K	0.51%	74
2024 Q4	$1.32M	Buy	4,423 +74	+2%	+$24.6K	0.47%	77
2024 Q3	$1.58M	Buy	4,349 +832	+24%	+$270K	0.58%	68
2024 Q2	$1.01M	Buy	3,517 +295	+9%	+$81.3K	0.42%	85
2024 Q1	$935K	Buy	+3,222	New	+$924K	0.41%	86

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Alaethes Wealth's PSA Position: Q4 2025 in Review

Alaethes Wealth sold out of Public Storage (PSA) in Q4 2025, closing a stake of 5,463 shares — an estimated $1.58M sold.

Alaethes Wealth first reported a position in PSA in Q1 2024 and held it in 7 quarters. The position peaked at $1.58M in Q3 2024. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Alaethes Wealth reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Alaethes Wealth sold 5,463 Public Storage shares in Q4 2025, an estimated $1.58M.
Alaethes Wealth first reported a position in Public Storage in Q1 2024 and held it in 7 quarters.
Alaethes Wealth's Public Storage position peaked at $1.58M in Q3 2024.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Alaethes Wealth's 13F filing for Q4 2025, filed 12 Feb 2026.