Groesbeck Investment Management’s Public Storage PSA Stock Holding History

Groesbeck 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 Q2	–	Sell	-2,685	Closed	-$804K	–	82
2025 Q1	$804K	Hold	2,685	–	–	1.12%	31
2024 Q4	$804K	Buy	+2,685	New	+$891K	1.05%	32
2024 Q2	–	Sell	-2,685	Closed	-$779K	–	91
2024 Q1	$779K	Buy	+2,685	New	+$770K	0.83%	39
2022 Q2	–	Sell	-2,685	Closed	-$1.05M	–	102
2022 Q1	$1.05M	Buy	+2,685	New	+$974K	1.17%	22
2021 Q4	–	Sell	-2,685	Closed	-$798K	–	104
2021 Q3	$798K	Buy	+2,685	New	+$842K	0.92%	36
2016 Q4	–	Sell	-2,685	Closed	-$599K	–	101
2016 Q3	$599K	Buy	+2,685	New	+$627K	0.44%	58

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Groesbeck Investment Management's PSA Position: Q2 2025 in Review

Groesbeck Investment Management sold out of Public Storage (PSA) in Q2 2025, closing a stake of 2,685 shares — an estimated $804K sold.

Groesbeck Investment Management first reported a position in PSA in Q3 2016 and held it in 6 quarters. The position peaked at $1.05M in Q1 2022. 1,145 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Groesbeck Investment Management reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Groesbeck Investment Management sold 2,685 Public Storage shares in Q2 2025, an estimated $804K.
Groesbeck Investment Management first reported a position in Public Storage in Q3 2016 and held it in 6 quarters.
Groesbeck Investment Management's Public Storage position peaked at $1.05M in Q1 2022.
1,145 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Groesbeck Investment Management's 13F filing for Q2 2025, filed 23 Oct 2025.