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Evoke Wealth’s Public Storage PSA Stock Holding History

Evoke 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
Q4 		– Sell
-1,051
Closed -$304K – 726
2025
Q3 		$304K Sell
1,051
-503
-32% -$144K 0.01% 497
2025
Q2 		$456K Buy
+1,554
New +$460K 0.01% 364
2024
Q2 		– Sell
-3,724
Closed -$1.08M – 319
2024
Q1 		$1.08M Buy
+3,724
New +$1.07M 0.03% 175
2023
Q4 		– Sell
-7,989
Closed -$2.11M – 289
2023
Q3 		$2.11M Buy
+7,989
New +$2.24M 0.07% 116
2022
Q4 		– Sell
-345
Closed -$101K – 942
2022
Q3 		$101K Hold
345
– – ﹤0.01% 411
2022
Q2 		$108K Sell
345
-8,293
-96% -$2.87M ﹤0.01% 402
2022
Q1 		$3.37M Sell
8,638
-13,473
-61% -$4.89M 0.11% 89
2021
Q4 		$8.28M Buy
22,111
+10
+0% +$3.34K 0.26% 47
2021
Q3 		$6.57M Sell
22,101
-6,501
-23% -$2.04M 0.25% 49
2021
Q2 		$8.6M Sell
28,602
-256
-0.9% -$71.8K 0.33% 42
2021
Q1 		$7.12M Buy
28,858
+28,640
+13,138% +$6.67M 0.32% 42
2020
Q4 		$50K Sell
218
-3,645
-94% -$836K ﹤0.01% 377
2020
Q3 		$860K Buy
3,863
+11
+0.3% +$2.25K 0.07% 97
2020
Q2 		$739K Sell
3,852
-1,299
-25% -$251K 0.07% 84
2020
Q1 		$1.02M Sell
5,151
-29
-0.6% -$6.21K 0.15% 48
2019
Q4 		$1.1M Buy
5,180
+4,797
+1,252% +$1.06M 0.14% 67
2019
Q3 		$94.1K Buy
+383
New +$96.2K 0.01% 375

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Evoke Wealth's PSA Position: Q4 2025 in Review

Evoke Wealth sold out of Public Storage (PSA) in Q4 2025, closing a stake of 1,051 shares — an estimated $304K sold.

Evoke Wealth first reported a position in PSA in Q3 2019 and held it in 17 quarters. The position peaked at $8.6M in Q2 2021. 1,106 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

  • Evoke Wealth reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
  • Evoke Wealth sold 1,051 Public Storage shares in Q4 2025, an estimated $304K.
  • Evoke Wealth first reported a position in Public Storage in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Public Storage position peaked at $8.6M in Q2 2021.
  • 1,106 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.