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Belpointe Asset Management’s Public Storage PSA Stock Holding History

Belpointe Asset Management’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
2024
Q3 		– Sell
-2
Closed -$459 – 977
2024
Q2 		$459 Sell
2
-1,266
-100% -$349K ﹤0.01% 835
2024
Q1 		$368K Sell
1,268
-129
-9% -$37K 0.03% 519
2023
Q4 		$426K Sell
1,397
-139
-9% -$36.9K 0.04% 413
2023
Q3 		$405K Buy
+1,536
New +$431K 0.04% 391
2023
Q2 		– Sell
-666
Closed -$201K – 2637
2023
Q1 		$201K Buy
666
+83
+14% +$24.4K 0.01% 928
2022
Q4 		$163K Buy
+583
New +$170K 0.01% 978
2022
Q3 		– Sell
-555
Closed -$174K – 1222
2022
Q2 		$174K Buy
555
+104
+23% +$36K 0.01% 882
2022
Q1 		$176K Sell
451
-49
-10% -$17.8K 0.01% 963
2021
Q4 		$187K Buy
+500
New +$167K 0.01% 927
2021
Q1 		– Sell
-443
Closed -$102K – 1056
2020
Q4 		$102K Buy
+443
New +$102K 0.01% 943

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Belpointe Asset Management's PSA Position: Q3 2024 in Review

Belpointe Asset Management sold out of Public Storage (PSA) in Q3 2024, closing a stake of 2 shares — an estimated $459 sold.

Belpointe Asset Management first reported a position in PSA in Q4 2020 and held it in 10 quarters. The position peaked at $426K in Q4 2023. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Belpointe Asset Management reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 2 Public Storage shares in Q3 2024, an estimated $459.
  • Belpointe Asset Management first reported a position in Public Storage in Q4 2020 and held it in 10 quarters.
  • Belpointe Asset Management's Public Storage position peaked at $426K in Q4 2023.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Belpointe Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.