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Ferguson Wellman Capital Management’s Public Storage PSA Stock Holding History

Ferguson Wellman Capital 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
2025
Q2 		– Sell
-750
Closed -$224K – 358
2025
Q1 		$224K Buy
+750
New +$224K ﹤0.01% 336
2022
Q2 		– Sell
-551
Closed -$215K – 326
2022
Q1 		$215K Hold
551
– – 0.01% 323
2021
Q4 		$206K Buy
+551
New +$184K 0.01% 330

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ferguson Wellman Capital Management's PSA Position: Q2 2025 in Review

Ferguson Wellman Capital Management sold out of Public Storage (PSA) in Q2 2025, closing a stake of 750 shares — an estimated $224K sold.

Ferguson Wellman Capital Management first reported a position in PSA in Q4 2021 and held it in 3 quarters. The position peaked at $224K in Q1 2025. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Ferguson Wellman Capital Management reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 750 Public Storage shares in Q2 2025, an estimated $224K.
  • Ferguson Wellman Capital Management first reported a position in Public Storage in Q4 2021 and held it in 3 quarters.
  • Ferguson Wellman Capital Management's Public Storage position peaked at $224K in Q1 2025.
  • 1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2025, filed 10 Jul 2025.