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Concourse Financial Group Securities’s Public Storage PSA Stock Holding History

Concourse Financial Group Securities’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
-143
Closed -$41.6K – 1546
2024
Q4 		$41.6K Sell
143
-286
-67% -$94.9K ﹤0.01% 1288
2024
Q3 		$156K Sell
429
-74
-15% -$24K 0.01% 807
2024
Q2 		$145K Sell
503
-19
-4% -$5.24K 0.01% 814
2024
Q1 		$151K Sell
522
-40
-7% -$11.5K 0.01% 776
2023
Q4 		$171K Sell
562
-9
-2% -$2.39K 0.01% 704
2023
Q3 		$150K Sell
571
-62
-10% -$17.4K 0.01% 710
2023
Q2 		$185K Buy
633
+31
+5% +$9.03K 0.01% 666
2023
Q1 		$182K Sell
602
-84
-12% -$24.7K 0.01% 672
2022
Q4 		$192K Sell
686
-206
-23% -$60.1K 0.02% 617
2022
Q3 		$261K Sell
892
-42
-4% -$13.7K 0.02% 480
2022
Q2 		$292K Sell
934
-93
-9% -$32.2K 0.02% 509
2022
Q1 		$401K Sell
1,027
-324
-24% -$118K 0.03% 472
2021
Q4 		$506K Buy
1,351
+97
+8% +$32.4K 0.03% 482
2021
Q3 		$373K Sell
1,254
-38
-3% -$11.9K 0.02% 536
2021
Q2 		$388K Buy
1,292
+199
+18% +$55.8K 0.02% 509
2021
Q1 		$270K Buy
1,093
+2
+0.2% +$466 0.02% 588
2020
Q4 		$252K Buy
1,091
+116
+12% +$26.6K 0.02% 556
2020
Q3 		$217K Hold
975
– – 0.02% 529
2020
Q2 		$187K Sell
975
-5
-0.5% -$965 0.02% 536
2020
Q1 		$195K Sell
980
-104
-10% -$22.3K 0.02% 471
2019
Q4 		$231K Buy
1,084
+833
+332% +$185K 0.02% 471
2019
Q3 		$62K Sell
251
-882
-78% -$221K 0.02% 556
2019
Q2 		$270K Buy
1,133
+44
+4% +$10.1K 0.03% 390
2019
Q1 		$237K Hold
1,089
– – 0.02% 429
2018
Q4 		$220K Buy
1,089
+1,080
+12,000% +$220K 0.03% 414
2018
Q3 		$2K Buy
+9
New +$1.94K ﹤0.01% 1577

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concourse Financial Group Securities's PSA Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Public Storage (PSA) in Q1 2025, closing a stake of 143 shares — an estimated $41.6K sold.

Concourse Financial Group Securities first reported a position in PSA in Q3 2018 and held it in 26 quarters. The position peaked at $506K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 143 Public Storage shares in Q1 2025, an estimated $41.6K.
  • Concourse Financial Group Securities first reported a position in Public Storage in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Public Storage position peaked at $506K in Q4 2021.
  • 1,143 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.