AL
PSA icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return