Etesian Wealth Advisors’s Public Storage PSA Stock Holding History

Etesian Wealth Advisors’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	-1,000	Closed	-$293K	–	138
2025 Q2	$293K	Hold	1,000	–	–	0.11%	116
2025 Q1	$299K	Hold	1,000	–	–	0.13%	117
2024 Q4	$299K	Hold	1,000	–	–	0.13%	124
2024 Q3	$364K	Hold	1,000	–	–	0.16%	117
2024 Q2	$288K	Hold	1,000	–	–	0.16%	108
2024 Q1	$290K	Hold	1,000	–	–	0.17%	102
2023 Q4	$308K	Hold	1,000	–	–	0.18%	96
2023 Q3	$264K	Hold	1,000	–	–	0.18%	100
2023 Q2	$292K	Hold	1,000	–	–	0.19%	97
2023 Q1	$302K	Hold	1,000	–	–	0.2%	96
2022 Q4	$280K	Buy	+1,000	New	+$292K	0.2%	98

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Etesian Wealth Advisors's PSA Position: Q3 2025 in Review

Etesian Wealth Advisors sold out of Public Storage (PSA) in Q3 2025, closing a stake of 1,000 shares — an estimated $293K sold.

Etesian Wealth Advisors first reported a position in PSA in Q4 2022 and held it in 11 quarters. The position peaked at $364K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

Etesian Wealth Advisors reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
Etesian Wealth Advisors sold 1,000 Public Storage shares in Q3 2025, an estimated $293K.
Etesian Wealth Advisors first reported a position in Public Storage in Q4 2022 and held it in 11 quarters.
Etesian Wealth Advisors's Public Storage position peaked at $364K in Q3 2024.
1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Etesian Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.