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Financial Advocates Investment Management’s Public Storage PSA Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-1,549
Closed -$455K – 447
2025
Q2 		$455K Buy
+1,549
New +$459K 0.04% 385
2019
Q4 		– Sell
-1,111
Closed -$272K – 530
2019
Q3 		$272K Buy
1,111
+5
+0.5% +$1.25K 0.03% 399
2019
Q2 		$263K Buy
1,106
+5
+0.5% +$1.15K 0.03% 393
2019
Q1 		$240K Sell
1,101
-207
-16% -$43.3K 0.03% 401
2018
Q4 		$265K Buy
1,308
+218
+20% +$44.5K 0.04% 363
2018
Q3 		$220K Sell
1,090
-200
-16% -$43.2K 0.02% 461
2018
Q2 		$293K Sell
1,290
-14
-1% -$2.92K 0.04% 373
2018
Q1 		$261K Buy
1,304
+95
+8% +$18.5K 0.03% 397
2017
Q4 		$253K Buy
+1,209
New +$256K 0.03% 398

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's PSA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Public Storage (PSA) in Q3 2025, closing a stake of 1,549 shares — an estimated $455K sold.

Financial Advocates Investment Management first reported a position in PSA in Q4 2017 and held it in 9 quarters. The position peaked at $455K in Q2 2025. 1,120 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,549 Public Storage shares in Q3 2025, an estimated $455K.
  • Financial Advocates Investment Management first reported a position in Public Storage in Q4 2017 and held it in 9 quarters.
  • Financial Advocates Investment Management's Public Storage position peaked at $455K in Q2 2025.
  • 1,120 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.