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Aveo Capital Partners’s Public Storage PSA Stock Holding History

Aveo Capital Partners’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 		– Sell
-898
Closed -$269K – 115
2025
Q1 		$269K Sell
898
-170
-16% -$50.8K 0.04% 151
2024
Q4 		$320K Sell
1,068
-1
-0.1% -$332 0.04% 270
2024
Q3 		$389K Sell
1,069
-50
-4% -$16.2K 0.04% 237
2024
Q2 		$322K Sell
1,119
-38
-3% -$10.5K 0.04% 250
2024
Q1 		$307K Buy
1,157
+14
+1% +$4.01K 0.03% 287
2023
Q4 		$349K Buy
1,143
+1
+0.1% +$265 0.04% 247
2023
Q3 		$301K Sell
1,142
-106
-8% -$29.7K 0.04% 262
2023
Q2 		$364K Sell
1,248
-31
-2% -$9.03K 0.05% 251
2023
Q1 		$386K Buy
1,279
+82
+7% +$24.1K 0.05% 227
2022
Q4 		$335K Sell
1,197
-17
-1% -$4.96K 0.05% 248
2022
Q3 		$355K Buy
1,214
+10
+0.8% +$3.25K 0.06% 194
2022
Q2 		$376K Sell
1,204
-55
-4% -$19K 0.06% 201
2022
Q1 		$491K Buy
1,259
+53
+4% +$19.2K 0.09% 180
2021
Q4 		$452K Buy
1,206
+8
+0.7% +$2.67K 0.08% 186
2021
Q3 		$356K Buy
1,198
+11
+0.9% +$3.45K 0.07% 190
2021
Q2 		$357K Sell
1,187
-22
-2% -$6.17K 0.08% 196
2021
Q1 		$298K Buy
+1,209
New +$282K 0.08% 192
2020
Q4 		– Sell
-1,115
Closed -$248K – 143
2020
Q3 		$248K Buy
+1,115
New +$228K 0.09% 168
2017
Q1 		– Sell
-1,138
Closed -$254K – 203
2016
Q4 		$254K Buy
+1,138
New +$242K 0.07% 175

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

Aveo Capital Partners's PSA Position: Q2 2025 in Review

Aveo Capital Partners sold out of Public Storage (PSA) in Q2 2025, closing a stake of 898 shares — an estimated $269K sold.

Aveo Capital Partners first reported a position in PSA in Q4 2016 and held it in 19 quarters. The position peaked at $491K in Q1 2022. 1,145 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Aveo Capital Partners reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 898 Public Storage shares in Q2 2025, an estimated $269K.
  • Aveo Capital Partners first reported a position in Public Storage in Q4 2016 and held it in 19 quarters.
  • Aveo Capital Partners's Public Storage position peaked at $491K in Q1 2022.
  • 1,145 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.