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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 $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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forte Capital's PSA Position: Q2 2025 in Review

Forte Capital increased its Public Storage (PSA) stake by 1% in Q2 2025, buying an estimated $24.6K and bringing the position to 8,307 shares worth $2.44M. The position accounts for 0.26% of the portfolio, ranked #74.

Forte Capital first reported a position in PSA in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.31M in Q3 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Forte Capital held 8,307 shares of Public Storage worth $2.44M as of Q2 2025.
  • Forte Capital bought 83 Public Storage shares in Q2 2025, an estimated $24.6K.
  • Public Storage made up 0.26% of Forte Capital's portfolio in Q2 2025, its #74 holding.
  • Forte Capital first reported a position in Public Storage in Q2 2020 and has held it in 21 quarters since.
  • Forte Capital's Public Storage position peaked at $3.31M in Q3 2024.
  • 1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.