EI
PSA icon

Ellevest Inc’s Public Storage PSA Stock Holding History

Ellevest 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
-791
Closed -$228K – 452
2025
Q3 		$228K Sell
791
-140
-15% -$40.2K 0.03% 388
2025
Q2 		$273K Sell
931
-208
-18% -$61.6K 0.04% 320
2025
Q1 		$341K Buy
1,139
+2
+0.2% +$598 0.02% 264
2024
Q4 		$340K Buy
1,137
+129
+13% +$42.8K 0.02% 283
2024
Q3 		$367K Sell
1,008
-137
-12% -$44.5K 0.02% 281
2024
Q2 		$329K Buy
+1,145
New +$316K 0.02% 302
2023
Q2 		– Sell
-130
Closed -$39.3K – 1297
2023
Q1 		$39.3K Sell
130
-54
-29% -$15.9K ﹤0.01% 668
2022
Q4 		$51.6K Sell
184
-954
-84% -$278K ﹤0.01% 596
2022
Q3 		$333K Sell
1,138
-187
-14% -$60.8K 0.03% 164
2022
Q2 		$414K Buy
1,325
+381
+40% +$132K 0.04% 131
2022
Q1 		$368K Buy
944
+578
+158% +$210K 0.03% 190
2021
Q4 		$137K Buy
366
+207
+130% +$69.1K 0.01% 349
2021
Q3 		$47K Sell
159
-233
-59% -$73.1K ﹤0.01% 501
2021
Q2 		$118K Buy
392
+263
+204% +$73.8K 0.01% 347
2021
Q1 		$32K Buy
129
+21
+19% +$4.89K ﹤0.01% 562
2020
Q4 		$25K Buy
108
+48
+80% +$11K ﹤0.01% 588
2020
Q3 		$13K Sell
60
-2
-3% -$409 ﹤0.01% 609
2020
Q2 		$12K Buy
62
+38
+158% +$7.33K ﹤0.01% 587
2020
Q1 		$5K Buy
24
+22
+1,100% +$4.71K ﹤0.01% 650
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1032
2019
Q3 		$0 Buy
+2
New +$502 ﹤0.01% 575

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

Ellevest Inc's PSA Position: Q4 2025 in Review

Ellevest Inc sold out of Public Storage (PSA) in Q4 2025, closing a stake of 791 shares — an estimated $228K sold.

Ellevest Inc first reported a position in PSA in Q3 2019 and held it in 21 quarters. The position peaked at $414K in Q2 2022. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

  • Ellevest Inc reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
  • Ellevest Inc sold 791 Public Storage shares in Q4 2025, an estimated $228K.
  • Ellevest Inc first reported a position in Public Storage in Q3 2019 and held it in 21 quarters.
  • Ellevest Inc's Public Storage position peaked at $414K in Q2 2022.
  • 1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Ellevest Inc's 13F filing for Q4 2025, filed 10 Feb 2026.