FC
PSA icon

Forte Capital’s Public Storage PSA Stock Holding History

Forte Capital’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 		$2.44M Buy
8,307
+83
+1% +$24.6K 0.26% 74
2025
Q1 		$2.46M Sell
8,224
-23
-0.3% -$6.88K 0.29% 69
2024
Q4 		$2.47M Sell
8,247
-853
-9% -$283K 0.28% 64
2024
Q3 		$3.31M Sell
9,100
-4
-0% -$1.3K 0.37% 54
2024
Q2 		$2.62M Sell
9,104
-354
-4% -$97.6K 0.32% 58
2024
Q1 		$2.74M Sell
9,458
-59
-0.6% -$16.9K 0.34% 55
2023
Q4 		$2.9M Buy
9,517
+2,286
+32% +$607K 0.4% 53
2023
Q3 		$1.91M Sell
7,231
-56
-0.8% -$15.7K 0.29% 71
2023
Q2 		$2.13M Buy
7,287
+1,002
+16% +$292K 0.31% 65
2023
Q1 		$1.9M Sell
6,285
-40
-0.6% -$11.8K 0.29% 71
2022
Q4 		$1.77M Sell
6,325
-23
-0.4% -$6.71K 0.3% 70
2022
Q3 		$1.86M Buy
6,348
+31
+0.5% +$10.1K 0.34% 63
2022
Q2 		$1.98M Buy
6,317
+1,907
+43% +$660K 0.34% 63
2022
Q1 		$1.65M Hold
4,410
– – 0.21% 80
2021
Q4 		$1.65M Sell
4,410
-5
-0.1% -$1.67K 0.21% 80
2021
Q3 		$1.31M Sell
4,415
-35
-0.8% -$11K 0.18% 89
2021
Q2 		$1.34M Sell
4,450
-460
-9% -$129K 0.18% 85
2021
Q1 		$1.21M Hold
4,910
– – 0.19% 92
2020
Q4 		$1.13M Sell
4,910
-355
-7% -$81.4K 0.17% 87
2020
Q3 		$1.17M Sell
5,265
-130
-2% -$26.6K 0.22% 77
2020
Q2 		$1.03M Buy
+5,395
New +$1.04M 0.22% 75

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return