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FWL Investment Management’s Public Storage PSA Stock Holding History

FWL 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
-750
Closed -$220K – 371
2025
Q2 		$220K Buy
750
+23
+3% +$6.81K 0.07% 84
2025
Q1 		$218K Buy
727
+583
+405% +$174K 0.08% 75
2024
Q4 		$43.1K Sell
144
-11
-7% -$3.65K 0.02% 152
2024
Q3 		$56.4K Buy
155
+110
+244% +$35.7K 0.02% 115
2024
Q2 		$12.9K Sell
45
-321
-88% -$88.5K 0.01% 174
2024
Q1 		$106K Buy
366
+89
+32% +$25.5K 0.06% 69
2023
Q4 		$84.5K Sell
277
-14,853
-98% -$3.94M 0.05% 70
2023
Q3 		$3.99M Buy
15,130
+2,034
+16% +$570K 2.68% 16
2023
Q2 		$3.82M Buy
+13,096
New +$3.82M 2.61% 16

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

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

FWL Investment Management sold out of Public Storage (PSA) in Q3 2025, closing a stake of 750 shares — an estimated $220K sold.

FWL Investment Management first reported a position in PSA in Q2 2023 and held it in 9 quarters. The position peaked at $3.99M in Q3 2023. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • FWL Investment Management reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • FWL Investment Management sold 750 Public Storage shares in Q3 2025, an estimated $220K.
  • FWL Investment Management first reported a position in Public Storage in Q2 2023 and held it in 9 quarters.
  • FWL Investment Management's Public Storage position peaked at $3.99M in Q3 2023.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on FWL Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.