DDFG Inc’s Public Storage PSA Stock Holding History

DDFG Inc’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 Q4	–	Sell	-728	Closed	-$210K	–	88
2025 Q3	$210K	Hold	728	–	–	0.05%	78
2025 Q2	$214K	Sell	728 -8	-1%	-$2.37K	0.05%	76
2025 Q1	$220K	Hold	736	–	–	0.06%	70
2024 Q4	$220K	Hold	736	–	–	0.06%	73
2024 Q3	$268K	Hold	736	–	–	0.08%	68
2024 Q2	$212K	Buy	+736	New	+$203K	0.07%	73

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DDFG Inc's PSA Position: Q4 2025 in Review

DDFG Inc sold out of Public Storage (PSA) in Q4 2025, closing a stake of 728 shares — an estimated $210K sold.

DDFG Inc first reported a position in PSA in Q2 2024 and held it in 6 quarters. The position peaked at $268K in Q3 2024. 1,107 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

DDFG Inc reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
DDFG Inc sold 728 Public Storage shares in Q4 2025, an estimated $210K.
DDFG Inc first reported a position in Public Storage in Q2 2024 and held it in 6 quarters.
DDFG Inc's Public Storage position peaked at $268K in Q3 2024.
1,107 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on DDFG Inc's 13F filing for Q4 2025, filed 8 Jan 2026.