CreativeOne Wealth’s Public Storage PSA Stock Holding History

CreativeOne Wealth’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	–	Sell	-726	Closed	-$217K	–	1169
2025 Q1	$217K	Buy	726 +48	+7%	+$14.4K	0.01%	974
2024 Q4	$203K	Sell	678 -4	-0.6%	-$1.33K	0.01%	1017
2024 Q3	$248K	Buy	+682	New	+$221K	0.01%	835
2024 Q2	–	Sell	-895	Closed	-$260K	–	881
2024 Q1	$260K	Buy	895 +122	+16%	+$35K	0.01%	760
2023 Q4	$236K	Buy	+773	New	+$205K	0.02%	568
2023 Q3	–	Sell	-883	Closed	-$258K	–	763
2023 Q2	$258K	Buy	883 +63	+8%	+$18.4K	0.01%	690
2023 Q1	$248K	Buy	820 +28	+4%	+$8.23K	0.01%	690
2022 Q4	$222K	Buy	792 +47	+6%	+$13.7K	0.01%	667
2022 Q3	$218K	Buy	745 +69	+10%	+$22.4K	0.01%	648
2022 Q2	$212K	Buy	676 +105	+18%	+$36.4K	0.01%	661
2022 Q1	$223K	Buy	571 +10	+2%	+$3.63K	0.01%	673
2021 Q4	$210K	Sell	561 -598	-52%	-$200K	0.01%	707
2021 Q3	$344K	Sell	1,159 -99	-8%	-$31.1K	0.02%	517
2021 Q2	$378K	Buy	+1,258	New	+$353K	0.02%	466
2021 Q1	–	Sell	-942	Closed	-$218K	–	596
2020 Q4	$218K	Buy	+942	New	+$216K	0.02%	468

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CreativeOne Wealth's PSA Position: Q2 2025 in Review

CreativeOne Wealth sold out of Public Storage (PSA) in Q2 2025, closing a stake of 726 shares — an estimated $217K sold.

CreativeOne Wealth first reported a position in PSA in Q4 2020 and held it in 15 quarters. The position peaked at $378K in Q2 2021. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

CreativeOne Wealth reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
CreativeOne Wealth sold 726 Public Storage shares in Q2 2025, an estimated $217K.
CreativeOne Wealth first reported a position in Public Storage in Q4 2020 and held it in 15 quarters.
CreativeOne Wealth's Public Storage position peaked at $378K in Q2 2021.
1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.