AAS
PSA icon

Avantax Advisory Services’s Public Storage PSA Stock Holding History

Avantax Advisory Services’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
Q2 		$3.75M Buy
12,778
+1,506
+13% +$446K 0.02% 549
2025
Q1 		$3.37M Buy
11,272
+1,305
+13% +$390K 0.02% 541
2024
Q4 		$2.98M Sell
9,967
-1,415
-12% -$470K 0.02% 560
2024
Q3 		$4.14M Buy
11,382
+850
+8% +$276K 0.03% 440
2024
Q2 		$3.03M Buy
10,532
+3,711
+54% +$1.02M 0.02% 524
2024
Q1 		$1.98M Buy
6,821
+1,573
+30% +$451K 0.02% 540
2023
Q4 		$1.6M Buy
5,248
+710
+16% +$188K 0.02% 574
2023
Q3 		$1.2M Sell
4,538
-1,027
-18% -$288K 0.01% 615
2023
Q2 		$1.62M Buy
5,565
+1,275
+30% +$372K 0.02% 521
2023
Q1 		$1.3M Buy
4,290
+318
+8% +$93.5K 0.02% 577
2022
Q4 		$1.11M Buy
3,972
+2,738
+222% +$798K 0.01% 605
2022
Q3 		$361K Sell
1,234
-46
-4% -$15K 0.01% 915
2022
Q2 		$400K Buy
1,280
+410
+47% +$142K 0.01% 879
2022
Q1 		$340K Sell
870
-97
-10% -$35.2K ﹤0.01% 948
2021
Q4 		$362K Buy
967
+164
+20% +$54.8K 0.01% 892
2021
Q3 		$240K Sell
803
-713
-47% -$224K ﹤0.01% 1022
2021
Q2 		$457K Sell
1,516
-11
-0.7% -$3.08K 0.01% 734
2021
Q1 		$376K Buy
1,527
+124
+9% +$28.9K 0.01% 713
2020
Q4 		$325K Sell
1,403
-1,373
-49% -$315K 0.01% 692
2020
Q3 		$620K Buy
2,776
+1,525
+122% +$312K 0.01% 725
2020
Q2 		$242K Sell
1,251
-40
-3% -$7.72K 0.01% 718
2020
Q1 		$257K Sell
1,291
-236
-15% -$50.6K 0.01% 638
2019
Q4 		$323K Buy
+1,527
New +$339K 0.01% 607

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's PSA Position: Q2 2025 in Review

Avantax Advisory Services increased its Public Storage (PSA) stake by 13% in Q2 2025, buying an estimated $446K and bringing the position to 12,778 shares worth $3.75M. The position accounts for 0.02% of the portfolio, ranked #549.

Avantax Advisory Services first reported a position in PSA in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.14M in Q3 2024. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Avantax Advisory Services held 12,778 shares of Public Storage worth $3.75M as of Q2 2025.
  • Avantax Advisory Services bought 1,506 Public Storage shares in Q2 2025, an estimated $446K.
  • Public Storage made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #549 holding.
  • Avantax Advisory Services first reported a position in Public Storage in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Public Storage position peaked at $4.14M in Q3 2024.
  • 1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.