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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HHM Wealth Advisors's PSA Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Public Storage (PSA) in Q3 2025, closing a stake of 27 shares — an estimated $7.92K sold.

HHM Wealth Advisors first reported a position in PSA in Q1 2022 and held it in 14 quarters. The position peaked at $45.3K in Q1 2023. 1,123 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • HHM Wealth Advisors reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 27 Public Storage shares in Q3 2025, an estimated $7.92K.
  • HHM Wealth Advisors first reported a position in Public Storage in Q1 2022 and held it in 14 quarters.
  • HHM Wealth Advisors's Public Storage position peaked at $45.3K in Q1 2023.
  • 1,123 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.