Forza Wealth Management’s Public Storage PSA Stock Holding History

Forza Wealth 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 Q4	–	Sell	-750	Closed	-$217K	–	187
2025 Q3	$217K	Hold	750	–	–	0.08%	182
2025 Q2	$220K	Hold	750	–	–	0.09%	180
2025 Q1	$224K	Hold	750	–	–	0.1%	167
2024 Q4	$225K	Buy	750 +53	+8%	+$17.6K	0.1%	170
2024 Q3	$254K	Sell	697 -1	-0.1%	-$325	0.12%	162
2024 Q2	$201K	Hold	698	–	–	0.1%	168
2024 Q1	$202K	Hold	698	–	–	0.11%	165
2023 Q4	$213K	Buy	+698	New	+$185K	0.12%	158
2023 Q3	–	Sell	-698	Closed	-$204K	–	186
2023 Q2	$204K	Hold	698	–	–	0.1%	178
2023 Q1	$211K	Buy	+698	New	+$205K	0.11%	172

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Forza Wealth Management's PSA Position: Q4 2025 in Review

Forza Wealth Management sold out of Public Storage (PSA) in Q4 2025, closing a stake of 750 shares — an estimated $217K sold.

Forza Wealth Management first reported a position in PSA in Q1 2023 and held it in 10 quarters. The position peaked at $254K in Q3 2024. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Forza Wealth Management reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Forza Wealth Management sold 750 Public Storage shares in Q4 2025, an estimated $217K.
Forza Wealth Management first reported a position in Public Storage in Q1 2023 and held it in 10 quarters.
Forza Wealth Management's Public Storage position peaked at $254K in Q3 2024.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Forza Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.