JDM Financial Group’s Public Storage PSA Stock Holding History

JDM Financial Group’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 Q1	–	Sell	-3	Closed	-$898	–	335
2024 Q4	$898	Hold	3	–	–	﹤0.01%	301
2024 Q3	$1.09K	Buy	+3	New	+$974	﹤0.01%	297

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JDM Financial Group's PSA Position: Q1 2025 in Review

JDM Financial Group sold out of Public Storage (PSA) in Q1 2025, closing a stake of 3 shares — an estimated $898 sold.

JDM Financial Group first reported a position in PSA in Q3 2024 and held it in 2 quarters. The position peaked at $1.09K in Q3 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

JDM Financial Group reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
JDM Financial Group sold 3 Public Storage shares in Q1 2025, an estimated $898.
JDM Financial Group first reported a position in Public Storage in Q3 2024 and held it in 2 quarters.
JDM Financial Group's Public Storage position peaked at $1.09K in Q3 2024.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.