Atwood & Palmer’s Public Storage PSA Stock Holding History

Atwood & Palmer’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	-39	Closed	-$11.4K	–	523
2025 Q2	$11.4K	Buy	+39	New	+$11.5K	﹤0.01%	375

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atwood & Palmer's PSA Position: Q3 2025 in Review

Atwood & Palmer sold out of Public Storage (PSA) in Q3 2025, closing a stake of 39 shares — an estimated $11.4K sold.

Atwood & Palmer first reported a position in PSA in Q2 2025 and held it in 1 quarter. The position peaked at $11.4K in Q2 2025. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

Atwood & Palmer reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 39 Public Storage shares in Q3 2025, an estimated $11.4K.
Atwood & Palmer first reported a position in Public Storage in Q2 2025 and held it in 1 quarter.
Atwood & Palmer's Public Storage position peaked at $11.4K in Q2 2025.
1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.