Aspire Private Capital’s Public Storage PSA Stock Holding History

Aspire Private Capital’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	-100	Closed	-$36.4K	–	513
2024 Q3	$36.4K	Hold	100	–	–	0.01%	256
2024 Q2	$28.8K	Hold	100	–	–	0.01%	282
2024 Q1	$29K	Hold	100	–	–	0.01%	279
2023 Q4	$30.5K	Sell	100 -44	-31%	-$11.7K	0.01%	263
2023 Q3	$38.1K	Buy	144 +44	+44%	+$12.3K	0.01%	237
2023 Q2	$29.2K	Hold	100	–	–	0.01%	258
2023 Q1	$30.2K	Hold	100	–	–	0.01%	253
2022 Q4	$28K	Sell	100 -116	-54%	-$33.8K	0.01%	250
2022 Q3	$63K	Hold	216	–	–	0.02%	165
2022 Q2	$68K	Hold	216	–	–	0.02%	168
2022 Q1	$84K	Hold	216	–	–	0.03%	164
2021 Q4	$81K	Hold	216	–	–	0.03%	182
2021 Q3	$64K	Buy	+216	New	+$67.8K	0.02%	198
2021 Q2	–	Sell	-116	Closed	-$32.5K	–	199
2021 Q1	$29K	Sell	116 -100	-46%	-$23.3K	0.01%	254
2020 Q4	$50K	Hold	216	–	–	0.02%	210
2020 Q3	$48K	Buy	+216	New	+$44.1K	0.02%	204
2019 Q4	–	Hold	0	–	–	–	208
2019 Q3	–	Sell	-166	Closed	-$41.7K	–	196
2019 Q2	$40K	Hold	166	–	–	0.02%	205
2019 Q1	$36K	Buy	166 +116	+232%	+$24.3K	0.02%	247
2018 Q4	$10K	Buy	+50	New	+$10.2K	0.01%	302

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

Aspire Private Capital's PSA Position: Q4 2024 in Review

Aspire Private Capital sold out of Public Storage (PSA) in Q4 2024, closing a stake of 100 shares — an estimated $36.4K sold.

Aspire Private Capital first reported a position in PSA in Q4 2018 and held it in 19 quarters. The position peaked at $84K in Q1 2022. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Aspire Private Capital reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 100 Public Storage shares in Q4 2024, an estimated $36.4K.
Aspire Private Capital first reported a position in Public Storage in Q4 2018 and held it in 19 quarters.
Aspire Private Capital's Public Storage position peaked at $84K in Q1 2022.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.