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IRON Financial’s Public Storage PSA Stock Holding History

IRON Financial’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
-740
Closed -$217K – 160
2025
Q2 		$217K Sell
740
-3
-0.4% -$888 0.11% 113
2025
Q1 		$222K Buy
+743
New +$222K 0.12% 100
2024
Q4 		– Sell
-594
Closed -$216K – 111
2024
Q3 		$216K Buy
+594
New +$193K 0.12% 94
2023
Q1 		– Sell
-2,610
Closed -$731K – 111
2022
Q4 		$731K Buy
2,610
+58
+2% +$16.9K 0.42% 51
2022
Q3 		$747K Buy
2,552
+548
+27% +$178K 0.41% 47
2022
Q2 		$627K Buy
2,004
+28
+1% +$9.69K 0.33% 52
2022
Q1 		$771K Buy
+1,976
New +$717K 0.36% 41

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

IRON Financial's PSA Position: Q3 2025 in Review

IRON Financial sold out of Public Storage (PSA) in Q3 2025, closing a stake of 740 shares — an estimated $217K sold.

IRON Financial first reported a position in PSA in Q1 2022 and held it in 7 quarters. The position peaked at $771K in Q1 2022. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • IRON Financial reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • IRON Financial sold 740 Public Storage shares in Q3 2025, an estimated $217K.
  • IRON Financial first reported a position in Public Storage in Q1 2022 and held it in 7 quarters.
  • IRON Financial's Public Storage position peaked at $771K in Q1 2022.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on IRON Financial's 13F filing for Q3 2025, filed 24 Oct 2025.