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Beverly Hills Private Wealth’s Public Storage PSA Stock Holding History

Beverly Hills Private Wealth’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
-691
Closed -$203K – 359
2025
Q2 		$203K Sell
691
-87
-11% -$25.8K 0.04% 324
2025
Q1 		$233K Hold
778
– – 0.05% 313
2024
Q4 		$233K Buy
778
+7
+0.9% +$2.32K 0.05% 301
2024
Q3 		$280K Hold
771
– – 0.06% 282
2024
Q2 		$222K Sell
771
-1
-0.1% -$276 0.05% 321
2024
Q1 		$224K Buy
772
+10
+1% +$2.87K 0.05% 324
2023
Q4 		$233K Buy
+762
New +$202K 0.06% 298
2023
Q3 		– Sell
-751
Closed -$207K – 321
2023
Q2 		$207K Sell
751
-10
-1% -$2.91K 0.03% 305
2023
Q1 		$230K Buy
+761
New +$224K 0.07% 251

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

Beverly Hills Private Wealth's PSA Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of Public Storage (PSA) in Q3 2025, closing a stake of 691 shares — an estimated $203K sold.

Beverly Hills Private Wealth first reported a position in PSA in Q1 2023 and held it in 9 quarters. The position peaked at $280K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Beverly Hills Private Wealth reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 691 Public Storage shares in Q3 2025, an estimated $203K.
  • Beverly Hills Private Wealth first reported a position in Public Storage in Q1 2023 and held it in 9 quarters.
  • Beverly Hills Private Wealth's Public Storage position peaked at $280K in Q3 2024.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.