Fermata Advisors’s Public Storage PSA Stock Holding History

Fermata 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 Q2	–	Sell	-704	Closed	-$211K	–	267
2025 Q1	$211K	Sell	704 -221	-24%	-$66.1K	0.04%	259
2024 Q4	$277K	Buy	925 +42	+5%	+$13.9K	0.05%	212
2024 Q3	$321K	Buy	883 +148	+20%	+$48K	0.07%	173
2024 Q2	$212K	Sell	735 -75	-9%	-$20.7K	0.05%	210
2024 Q1	$235K	Buy	+810	New	+$232K	0.05%	184

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

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

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

Fermata Advisors's PSA Position: Q2 2025 in Review

Fermata Advisors sold out of Public Storage (PSA) in Q2 2025, closing a stake of 704 shares — an estimated $211K sold.

Fermata Advisors first reported a position in PSA in Q1 2024 and held it in 5 quarters. The position peaked at $321K in Q3 2024. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Fermata Advisors reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Fermata Advisors sold 704 Public Storage shares in Q2 2025, an estimated $211K.
Fermata Advisors first reported a position in Public Storage in Q1 2024 and held it in 5 quarters.
Fermata Advisors's Public Storage position peaked at $321K in Q3 2024.
1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.