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Bleakley Financial Group’s Public Storage PSA Stock Holding History

Bleakley Financial Group’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
-1,384
Closed -$414K – 866
2024
Q4 		$414K Sell
1,384
-9
-0.6% -$2.99K 0.01% 669
2024
Q3 		$507K Buy
1,393
+79
+6% +$25.6K 0.02% 598
2024
Q2 		$378K Buy
1,314
+84
+7% +$23.2K 0.01% 691
2024
Q1 		$357K Buy
1,230
+57
+5% +$16.3K 0.01% 712
2023
Q4 		$358K Sell
1,173
-207
-15% -$54.9K 0.01% 683
2023
Q3 		$364K Sell
1,380
-546
-28% -$153K 0.01% 624
2023
Q2 		$562K Sell
1,926
-223
-10% -$65K 0.02% 557
2023
Q1 		$649K Buy
2,149
+311
+17% +$91.4K 0.02% 504
2022
Q4 		$515K Buy
+1,838
New +$536K 0.02% 549

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

Bleakley Financial Group's PSA Position: Q1 2025 in Review

Bleakley Financial Group sold out of Public Storage (PSA) in Q1 2025, closing a stake of 1,384 shares — an estimated $414K sold.

Bleakley Financial Group first reported a position in PSA in Q4 2022 and held it in 9 quarters. The position peaked at $649K in Q1 2023. 1,147 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Bleakley Financial Group reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 1,384 Public Storage shares in Q1 2025, an estimated $414K.
  • Bleakley Financial Group first reported a position in Public Storage in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Public Storage position peaked at $649K in Q1 2023.
  • 1,147 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.