HHM Wealth Advisors’s Public Storage PSA Stock Holding History

HHM Wealth Advisors’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	-27	Closed	-$7.92K	–	916
2025 Q2	$7.92K	Hold	27	–	–	﹤0.01%	642
2025 Q1	$8.08K	Sell	27 -3	-10%	-$897	﹤0.01%	617
2024 Q4	$8.98K	Buy	30 +3	+11%	+$996	﹤0.01%	610
2024 Q3	$9.82K	Hold	27	–	–	﹤0.01%	565
2024 Q2	$7.77K	Sell	27 -101	-79%	-$27.9K	﹤0.01%	589
2024 Q1	$37.1K	Hold	128	–	–	0.01%	336
2023 Q4	$39K	Hold	128	–	–	0.01%	324
2023 Q3	$33.7K	Hold	128	–	–	0.01%	327
2023 Q2	$37.4K	Sell	128 -22	-15%	-$6.41K	0.01%	331
2023 Q1	$45.3K	Buy	150 +25	+20%	+$7.35K	0.01%	291
2022 Q4	$35K	Buy	125 +24	+24%	+$7K	0.01%	282
2022 Q3	$30K	Buy	101 +40	+66%	+$13K	0.01%	302
2022 Q2	$19K	Hold	61	–	–	﹤0.01%	437
2022 Q1	$24K	Buy	+61	New	+$22.1K	0.01%	419

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

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 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 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