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Copia Wealth Management’s Public Storage PSA Stock Holding History

Copia 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
Q3 		– Sell
-2
Closed -$587 – 487
2025
Q2 		$587 Hold
2
– – ﹤0.01% 437
2025
Q1 		$599 Hold
2
– – ﹤0.01% 421
2024
Q4 		$599 Buy
+2
New +$664 ﹤0.01% 390

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Copia Wealth Management's PSA Position: Q3 2025 in Review

Copia Wealth Management sold out of Public Storage (PSA) in Q3 2025, closing a stake of 2 shares — an estimated $587 sold.

Copia Wealth Management first reported a position in PSA in Q4 2024 and held it in 3 quarters. The position peaked at $599 in Q1 2025. 1,123 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Copia Wealth Management reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Copia Wealth Management sold 2 Public Storage shares in Q3 2025, an estimated $587.
  • Copia Wealth Management first reported a position in Public Storage in Q4 2024 and held it in 3 quarters.
  • Copia Wealth Management's Public Storage position peaked at $599 in Q1 2025.
  • 1,123 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Copia Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.