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Diversified Trust’s Public Storage PSA Stock Holding History

Diversified Trust’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
-1,424
Closed -$418K – 1051
2025
Q2 		$418K Buy
+1,424
New +$422K 0.01% 650
2024
Q4 		– Sell
-7,429
Closed -$2.7M – 980
2024
Q3 		$2.7M Buy
7,429
+6,579
+774% +$2.14M 0.07% 177
2024
Q2 		$245K Buy
850
+156
+22% +$43K 0.01% 735
2024
Q1 		$201K Buy
694
+9
+1% +$2.58K 0.01% 751
2023
Q4 		$209K Sell
685
-12,244
-95% -$3.25M 0.01% 773
2023
Q3 		$3.41M Buy
12,929
+12,194
+1,659% +$3.42M 0.13% 92
2023
Q2 		$215K Buy
735
+32
+5% +$9.32K 0.01% 744
2023
Q1 		$212K Sell
703
-270
-28% -$79.4K 0.01% 732
2022
Q4 		$273K Buy
973
+266
+38% +$77.6K 0.01% 614
2022
Q3 		$207K Buy
707
+23
+3% +$7.48K 0.01% 693
2022
Q2 		$214K Sell
684
-7,586
-92% -$2.63M 0.01% 659
2022
Q1 		$3.23M Sell
8,270
-10,334
-56% -$3.75M 0.11% 95
2021
Q4 		$6.97M Buy
18,604
+675
+4% +$225K 0.23% 59
2021
Q3 		$5.33M Sell
17,929
-4,647
-21% -$1.46M 0.19% 65
2021
Q2 		$6.79M Buy
22,576
+275
+1% +$77.1K 0.24% 52
2021
Q1 		$5.5M Buy
22,301
+2,438
+12% +$568K 0.21% 66
2020
Q4 		$4.59M Sell
19,863
-2,676
-12% -$613K 0.19% 69
2020
Q3 		$5.02M Sell
22,539
-4
-0% -$817 0.23% 63
2020
Q2 		$4.33M Buy
22,543
+5,425
+32% +$1.05M 0.22% 60
2020
Q1 		$3.4M Buy
+17,118
New +$3.67M 0.2% 65
2016
Q3 		– Sell
-872
Closed -$223K – 341
2016
Q2 		$223K Hold
872
– – 0.03% 343
2016
Q1 		$241K Hold
872
– – 0.03% 341
2015
Q4 		$216K Sell
872
-95
-10% -$22.2K 0.02% 378
2015
Q3 		$205K Buy
+967
New +$197K 0.02% 407

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diversified Trust's PSA Position: Q3 2025 in Review

Diversified Trust sold out of Public Storage (PSA) in Q3 2025, closing a stake of 1,424 shares — an estimated $418K sold.

Diversified Trust first reported a position in PSA in Q3 2015 and held it in 24 quarters. The position peaked at $6.97M in Q4 2021. 1,120 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Diversified Trust reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 1,424 Public Storage shares in Q3 2025, an estimated $418K.
  • Diversified Trust first reported a position in Public Storage in Q3 2015 and held it in 24 quarters.
  • Diversified Trust's Public Storage position peaked at $6.97M in Q4 2021.
  • 1,120 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.