Blake Schutter Theil Wealth Advisors’s Public Storage PSA Stock Holding History

Blake Schutter Theil Wealth 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 Q2	–	Sell	-721	Closed	-$216K	–	115
2025 Q1	$216K	Buy	+721	New	+$216K	0.25%	106
2024 Q4	–	Sell	-609	Closed	-$222K	–	150
2024 Q3	$222K	Buy	+609	New	+$198K	0.16%	145

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's PSA Position: Q2 2025 in Review

Blake Schutter Theil Wealth Advisors sold out of Public Storage (PSA) in Q2 2025, closing a stake of 721 shares — an estimated $216K sold.

Blake Schutter Theil Wealth Advisors first reported a position in PSA in Q3 2024 and held it in 2 quarters. The position peaked at $222K in Q3 2024. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Blake Schutter Theil Wealth Advisors reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Blake Schutter Theil Wealth Advisors sold 721 Public Storage shares in Q2 2025, an estimated $216K.
Blake Schutter Theil Wealth Advisors first reported a position in Public Storage in Q3 2024 and held it in 2 quarters.
Blake Schutter Theil Wealth Advisors's Public Storage position peaked at $222K in Q3 2024.
1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.