Aviance Capital Partners’s Public Storage PSA Stock Holding History

Aviance 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 Q1	–	Sell	-710	Closed	-$213K	–	345
2024 Q4	$213K	Buy	710 +100	+16%	+$33.2K	0.03%	305
2024 Q3	$222K	Buy	+610	New	+$198K	0.03%	308
2022 Q2	–	Sell	-600	Closed	-$234K	–	273
2022 Q1	$234K	Hold	600	–	–	0.04%	238
2021 Q4	$225K	Buy	+600	New	+$200K	0.04%	241

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aviance Capital Partners's PSA Position: Q1 2025 in Review

Aviance Capital Partners sold out of Public Storage (PSA) in Q1 2025, closing a stake of 710 shares — an estimated $213K sold.

Aviance Capital Partners first reported a position in PSA in Q4 2021 and held it in 4 quarters. The position peaked at $234K in Q1 2022. 1,147 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

Aviance Capital Partners reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
Aviance Capital Partners sold 710 Public Storage shares in Q1 2025, an estimated $213K.
Aviance Capital Partners first reported a position in Public Storage in Q4 2021 and held it in 4 quarters.
Aviance Capital Partners's Public Storage position peaked at $234K in Q1 2022.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Aviance Capital Partners's 13F filing for Q1 2025, filed 29 Apr 2025.