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Bristlecone Advisors’s Public Storage PSA Stock Holding History

Bristlecone 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
Q3 		$1.98M Sell
6,846
-304
-4% -$87.3K 0.17% 98
2025
Q2 		$2.1M Sell
7,150
-881
-11% -$261K 0.18% 97
2025
Q1 		$2.4M Buy
8,031
+135
+2% +$40.4K 0.2% 97
2024
Q4 		$2.36M Buy
7,896
+331
+4% +$110K 0.18% 99
2024
Q3 		$2.75M Buy
7,565
+860
+13% +$279K 0.22% 92
2024
Q2 		$1.93M Buy
+6,705
New +$1.85M 0.16% 104

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

Bristlecone Advisors's PSA Position: Q3 2025 in Review

Bristlecone Advisors reduced its Public Storage (PSA) stake by 4.3% in Q3 2025, selling an estimated $87.3K and leaving 6,846 shares worth $1.98M. The position accounts for 0.17% of the portfolio, ranked #98.

Bristlecone Advisors first reported a position in PSA in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.75M in Q3 2024. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Bristlecone Advisors held 6,846 shares of Public Storage worth $1.98M as of Q3 2025.
  • Bristlecone Advisors sold 304 Public Storage shares in Q3 2025, an estimated $87.3K.
  • Public Storage made up 0.17% of Bristlecone Advisors's portfolio in Q3 2025, its #98 holding.
  • Bristlecone Advisors first reported a position in Public Storage in Q2 2024 and has held it in 6 quarters since.
  • Bristlecone Advisors's Public Storage position peaked at $2.75M in Q3 2024.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.