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Centricity Wealth Management’s Public Storage PSA Stock Holding History

Centricity Wealth Management’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 		$14.1K Hold
48
– – 0.01% 295
2025
Q1 		$14.4K Hold
48
– – 0.01% 286
2024
Q4 		$14.4K Buy
+48
New +$15.9K 0.01% 288

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

Centricity Wealth Management's PSA Position: Q2 2025 in Review

Centricity Wealth Management held its Public Storage (PSA) position steady in Q2 2025 at 48 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #295.

Centricity Wealth Management first reported a position in PSA in Q4 2024 and has held it in 3 quarters since. The position peaked at $14.4K in Q4 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Centricity Wealth Management held 48 shares of Public Storage worth $14.1K as of Q2 2025.
  • Centricity Wealth Management left its Public Storage share count unchanged in Q2 2025.
  • Public Storage made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #295 holding.
  • Centricity Wealth Management first reported a position in Public Storage in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Public Storage position peaked at $14.4K in Q4 2024.
  • 1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.