Freestone Grove Partners’s Public Storage PSA Stock Holding History

Freestone Grove Partners’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	-52,952	Closed	-$15.3M	–	900
2025 Q3	$15.3M	Buy	52,952 +32,634	+161%	+$9.37M	0.11%	243
2025 Q2	$5.96M	Buy	+20,318	New	+$6.01M	0.05%	314

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Freestone Grove Partners's PSA Position: Q4 2025 in Review

Freestone Grove Partners sold out of Public Storage (PSA) in Q4 2025, closing a stake of 52,952 shares — an estimated $15.3M sold.

Freestone Grove Partners first reported a position in PSA in Q2 2025 and held it in 2 quarters. The position peaked at $15.3M in Q3 2025. 1,106 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Freestone Grove Partners reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Freestone Grove Partners sold 52,952 Public Storage shares in Q4 2025, an estimated $15.3M.
Freestone Grove Partners first reported a position in Public Storage in Q2 2025 and held it in 2 quarters.
Freestone Grove Partners's Public Storage position peaked at $15.3M in Q3 2025.
1,106 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.