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Baron Silver Stevens Financial Advisors’s Public Storage PSA Stock Holding History

Baron Silver Stevens Financial Advisors’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
-801
Closed -$240K – 129
2024
Q4 		$240K Buy
801
+33
+4% +$11K 0.04% 107
2024
Q3 		$279K Buy
+768
New +$249K 0.05% 97

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's PSA Position: Q1 2025 in Review

Baron Silver Stevens Financial Advisors sold out of Public Storage (PSA) in Q1 2025, closing a stake of 801 shares — an estimated $240K sold.

Baron Silver Stevens Financial Advisors first reported a position in PSA in Q3 2024 and held it in 2 quarters. The position peaked at $279K in Q3 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Baron Silver Stevens Financial Advisors reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 801 Public Storage shares in Q1 2025, an estimated $240K.
  • Baron Silver Stevens Financial Advisors first reported a position in Public Storage in Q3 2024 and held it in 2 quarters.
  • Baron Silver Stevens Financial Advisors's Public Storage position peaked at $279K in Q3 2024.
  • 1,147 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2025, filed 7 May 2025.