Fairhaven Wealth Management’s Public Storage PSA Stock Holding History

Fairhaven Wealth Management’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
2024 Q4	$2.74M	Buy	9,140 +71	+0.8%	+$23.6K	0.86%	27
2024 Q3	$3.3M	Buy	9,069 +19	+0.2%	+$6.17K	1.01%	23
2024 Q2	$2.6M	Buy	9,050 +152	+2%	+$41.9K	0.86%	28
2024 Q1	$2.58M	Sell	8,898 -14	-0.2%	-$4.01K	0.89%	27
2023 Q4	$2.72M	Buy	8,912 +1,225	+16%	+$325K	1%	26
2023 Q3	$2.03M	Buy	7,687 +201	+3%	+$56.3K	0.81%	31
2023 Q2	$2.19M	Buy	+7,486	New	+$2.18M	0.84%	29
2022 Q4	$1.84M	Buy	+6,576	New	+$1.92M	0.78%	33

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Fairhaven Wealth Management's PSA Position: Q4 2024 in Review

Fairhaven Wealth Management increased its Public Storage (PSA) stake by 0.78% in Q4 2024, buying an estimated $23.6K and bringing the position to 9,140 shares worth $2.74M. The position accounts for 0.86% of the portfolio, ranked #27.

Fairhaven Wealth Management first reported a position in PSA in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.3M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Fairhaven Wealth Management held 9,140 shares of Public Storage worth $2.74M as of Q4 2024.
Fairhaven Wealth Management bought 71 Public Storage shares in Q4 2024, an estimated $23.6K.
Public Storage made up 0.86% of Fairhaven Wealth Management's portfolio in Q4 2024, its #27 holding.
Fairhaven Wealth Management first reported a position in Public Storage in Q4 2022 and has held it in 8 quarters since.
Fairhaven Wealth Management's Public Storage position peaked at $3.3M in Q3 2024.
1,129 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.