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Ballentine Partners’s Public Storage PSA Stock Holding History

Ballentine 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
Q3 		– Sell
-819
Closed -$240K – 1056
2025
Q2 		$240K Sell
819
-48
-6% -$14.2K ﹤0.01% 793
2025
Q1 		$259K Buy
867
+26
+3% +$7.78K ﹤0.01% 680
2024
Q4 		$252K Buy
841
+54
+7% +$17.9K ﹤0.01% 677
2024
Q3 		$286K Buy
+787
New +$255K ﹤0.01% 610
2023
Q4 		– Sell
-1,486
Closed -$392K – 710
2023
Q3 		$392K Buy
1,486
+303
+26% +$84.9K 0.01% 368
2023
Q2 		$345K Buy
+1,183
New +$345K 0.01% 414

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
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 $1.56T 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

Ballentine Partners's PSA Position: Q3 2025 in Review

Ballentine Partners sold out of Public Storage (PSA) in Q3 2025, closing a stake of 819 shares — an estimated $240K sold.

Ballentine Partners first reported a position in PSA in Q2 2023 and held it in 6 quarters. The position peaked at $392K in Q3 2023. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Ballentine Partners reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Ballentine Partners sold 819 Public Storage shares in Q3 2025, an estimated $240K.
  • Ballentine Partners first reported a position in Public Storage in Q2 2023 and held it in 6 quarters.
  • Ballentine Partners's Public Storage position peaked at $392K in Q3 2023.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Ballentine Partners's 13F filing for Q3 2025, filed 3 Nov 2025.