Covestor’s Public Storage PSA Stock Holding History

Covestor’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
2026 Q1	$55K	Sell	204 -199	-49%	-$57.1K	0.04%	651
2025 Q4	$105K	Sell	403 -64	-14%	-$17.9K	0.06%	555
2025 Q3	$136K	Buy	467 +40	+9%	+$11.5K	0.07%	393
2025 Q2	$126K	Sell	427 -13	-3%	-$3.85K	0.07%	417
2025 Q1	$132K	Buy	440 +55	+14%	+$16.4K	0.09%	326
2024 Q4	$116K	Sell	385 -55	-13%	-$18.3K	0.07%	433
2024 Q3	$160K	Sell	440 -71	-14%	-$23.1K	0.1%	268
2024 Q2	$147K	Sell	511 -1	-0.2%	-$276	0.1%	287
2024 Q1	$148K	Sell	512 -230	-31%	-$65.9K	0.09%	289
2023 Q4	$227K	Buy	742 +44	+6%	+$11.7K	0.16%	102
2023 Q3	$184K	Buy	698 +21	+3%	+$5.89K	0.14%	137
2023 Q2	$198K	Buy	677 +38	+6%	+$11.1K	0.15%	121
2023 Q1	$193K	Buy	639 +236	+59%	+$69.4K	0.17%	116
2022 Q4	$113K	Buy	403 +66	+20%	+$19.2K	0.09%	332
2022 Q3	$99K	Sell	337 -16	-5%	-$5.2K	0.09%	358
2022 Q2	$110K	Sell	353 -60	-15%	-$20.8K	0.09%	364
2022 Q1	$161K	Buy	413 +192	+87%	+$69.7K	0.11%	246
2021 Q4	$83K	Buy	+221	New	+$73.8K	0.12%	253

Other funds holding PSA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return