Householder Group Estate & Retirement Specialist’s Public Storage PSA Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$90K	Sell	302 -176	-37%	-$58.4K	0.07%	162
2024 Q3	$174K	Sell	478 -331	-41%	-$107K	0.05%	270
2024 Q2	$232K	Sell	809 -79	-9%	-$21.8K	0.07%	229
2024 Q1	$258K	Sell	888 -13	-1%	-$3.73K	0.08%	208
2023 Q4	$274K	Sell	901 -29	-3%	-$7.7K	0.09%	198
2023 Q3	$245K	Buy	+930	New	+$261K	0.09%	191
2023 Q1	$426K	Sell	1,411 -26	-2%	-$7.64K	0.16%	119
2022 Q4	$402K	Buy	1,437 +1	+0.1%	+$292	0.6%	33
2022 Q3	$420K	Buy	1,436 +33	+2%	+$10.7K	0.17%	124
2022 Q2	$439K	Buy	1,403 +1	+0.1%	+$346	0.2%	126
2022 Q1	$547K	Hold	1,402	–	–	0.22%	114
2021 Q4	$525K	Buy	+1,402	New	+$468K	0.2%	125

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Householder Group Estate & Retirement Specialist's PSA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Public Storage (PSA) stake by 37% in Q4 2024, selling an estimated $58.4K and leaving 302 shares worth $90K. The position accounts for 0.07% of the portfolio, ranked #162.

Householder Group Estate & Retirement Specialist first reported a position in PSA in Q4 2021 and has held it in 12 quarters since. The position peaked at $547K in Q1 2022. 1,129 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Householder Group Estate & Retirement Specialist held 302 shares of Public Storage worth $90K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 176 Public Storage shares in Q4 2024, an estimated $58.4K.
Public Storage made up 0.07% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #162 holding.
Householder Group Estate & Retirement Specialist first reported a position in Public Storage in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's Public Storage position peaked at $547K in Q1 2022.
1,129 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.