Congress Wealth Management’s Public Storage PSA Stock Holding History

Congress 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	$514K	Buy	+1,751	New	+$518K	0.01%	917

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Congress Wealth Management opened a new position in Public Storage (PSA) in Q2 2025: 1,751 shares worth $514K. The stake represents 0.01% of the portfolio and ranks #917 among its holdings.

1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Congress Wealth Management held 1,751 shares of Public Storage worth $514K as of Q2 2025.
Public Storage was a new Congress Wealth Management position in Q2 2025.
Public Storage made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #917 holding.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.