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Castleview Partners’s Public Storage PSA Stock Holding History

Castleview Partners’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
-103
Closed -$30.5K – 459
2024
Q4 		$30.5K Hold
103
– – 0.02% 419
2024
Q3 		$37.6K Sell
103
-7
-6% -$2.27K 0.02% 364
2024
Q2 		$31.6K Sell
110
-21
-16% -$5.79K 0.02% 386
2024
Q1 		$37.9K Buy
131
+2
+2% +$573 0.02% 382
2023
Q4 		$39.2K Sell
129
-420
-77% -$111K 0.03% 354
2023
Q3 		$145K Hold
549
– – 0.13% 138
2023
Q2 		$160K Buy
549
+545
+13,625% +$159K 0.14% 135
2023
Q1 		$1.21K Buy
+4
New +$1.18K ﹤0.01% 601

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 $3.37T AUM 44.26% 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

Castleview Partners's PSA Position: Q1 2025 in Review

Castleview Partners sold out of Public Storage (PSA) in Q1 2025, closing a stake of 103 shares — an estimated $30.5K sold.

Castleview Partners first reported a position in PSA in Q1 2023 and held it in 8 quarters. The position peaked at $160K in Q2 2023. 1,148 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Castleview Partners reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 103 Public Storage shares in Q1 2025, an estimated $30.5K.
  • Castleview Partners first reported a position in Public Storage in Q1 2023 and held it in 8 quarters.
  • Castleview Partners's Public Storage position peaked at $160K in Q2 2023.
  • 1,148 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.