Jackson Thornton Wealth Management’s Public Storage PSA Stock Holding History

Jackson Thornton Wealth 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 Q4	–	Sell	-1,451	Closed	-$425K	–	341
2025 Q3	$425K	Buy	1,451 +589	+68%	+$169K	0.04%	120
2025 Q2	$251K	Buy	+862	New	+$255K	0.03%	105

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

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

Jackson Thornton Wealth Management's PSA Position: Q4 2025 in Review

Jackson Thornton Wealth Management sold out of Public Storage (PSA) in Q4 2025, closing a stake of 1,451 shares — an estimated $425K sold.

Jackson Thornton Wealth Management first reported a position in PSA in Q2 2025 and held it in 2 quarters. The position peaked at $425K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Jackson Thornton Wealth Management reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Jackson Thornton Wealth Management sold 1,451 Public Storage shares in Q4 2025, an estimated $425K.
Jackson Thornton Wealth Management first reported a position in Public Storage in Q2 2025 and held it in 2 quarters.
Jackson Thornton Wealth Management's Public Storage position peaked at $425K in Q3 2025.
1,107 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Jackson Thornton Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.