FIM
PSA icon

Freedom Investment Management’s Public Storage PSA Stock Holding History

Freedom 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
-1,144
Closed -$336K – 539
2025
Q2 		$336K Sell
1,144
-150
-12% -$44.4K 0.03% 562
2025
Q1 		$387K Buy
1,294
+350
+37% +$105K 0.03% 500
2024
Q4 		$283K Sell
944
-163
-15% -$54.1K 0.02% 614
2024
Q3 		$403K Sell
1,107
-413
-27% -$134K 0.03% 499
2024
Q2 		$437K Buy
1,520
+93
+7% +$25.6K 0.04% 470
2024
Q1 		$414K Sell
1,427
-7
-0.5% -$2.01K 0.03% 492
2023
Q4 		$437K Buy
+1,434
New +$381K 0.04% 468
2023
Q1 		– Sell
-4,126
Closed -$1.16M – 773
2022
Q4 		$1.16M Sell
4,126
-279
-6% -$81.4K 0.13% 227
2022
Q3 		$1.29M Buy
4,405
+126
+3% +$41K 0.15% 175
2022
Q2 		$1.34M Sell
4,279
-13
-0.3% -$4.5K 0.14% 196
2022
Q1 		$1.68M Buy
4,292
+3,282
+325% +$1.19M 0.15% 172
2021
Q4 		$378K Buy
1,010
+170
+20% +$56.8K 0.03% 606
2021
Q3 		$250K Sell
840
-9
-1% -$2.82K 0.02% 692
2021
Q2 		$255K Sell
849
-81
-9% -$22.7K 0.02% 748
2021
Q1 		$229K Sell
930
-144
-13% -$33.5K 0.02% 751
2020
Q4 		$248K Sell
1,074
-124
-10% -$28.4K 0.03% 518
2020
Q3 		$267K Buy
+1,198
New +$245K 0.03% 437
2016
Q2 		– Sell
-1,620
Closed -$447K – 885
2016
Q1 		$447K Sell
1,620
-4
-0.2% -$1.01K 0.03% 436
2015
Q4 		$402K Buy
+1,624
New +$380K 0.03% 465

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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

Freedom Investment Management's PSA Position: Q3 2025 in Review

Freedom Investment Management sold out of Public Storage (PSA) in Q3 2025, closing a stake of 1,144 shares — an estimated $336K sold.

Freedom Investment Management first reported a position in PSA in Q4 2015 and held it in 19 quarters. The position peaked at $1.68M in Q1 2022. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Freedom Investment Management reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,144 Public Storage shares in Q3 2025, an estimated $336K.
  • Freedom Investment Management first reported a position in Public Storage in Q4 2015 and held it in 19 quarters.
  • Freedom Investment Management's Public Storage position peaked at $1.68M in Q1 2022.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.