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Aspiriant LLC’s Public Storage PSA Stock Holding History

Aspiriant LLC’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
Q3 		– Sell
-717
Closed -$210K – 314
2025
Q2 		$210K Buy
+717
New +$212K 0.01% 301
2018
Q4 		– Sell
-994
Closed -$200K – 248
2018
Q3 		$200K Hold
994
– – 0.02% 232
2018
Q2 		$225K Buy
+994
New +$207K 0.02% 232
2017
Q4 		– Sell
-994
Closed -$213K – 150
2017
Q3 		$213K Sell
994
-20
-2% -$4.13K 0.02% 191
2017
Q2 		$211K Hold
1,014
– – 0.02% 195
2017
Q1 		$222K Buy
+1,014
New +$225K 0.02% 195
2016
Q4 		– Sell
-1,006
Closed -$224K – 188
2016
Q3 		$224K Hold
1,006
– – 0.02% 175
2016
Q2 		$257K Buy
+1,006
New +$258K 0.02% 165

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aspiriant LLC's PSA Position: Q3 2025 in Review

Aspiriant LLC sold out of Public Storage (PSA) in Q3 2025, closing a stake of 717 shares — an estimated $210K sold.

Aspiriant LLC first reported a position in PSA in Q2 2016 and held it in 8 quarters. The position peaked at $257K in Q2 2016. 1,123 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Aspiriant LLC reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Aspiriant LLC sold 717 Public Storage shares in Q3 2025, an estimated $210K.
  • Aspiriant LLC first reported a position in Public Storage in Q2 2016 and held it in 8 quarters.
  • Aspiriant LLC's Public Storage position peaked at $257K in Q2 2016.
  • 1,123 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Aspiriant LLC's 13F filing for Q3 2025, filed 24 Oct 2025.