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Kathmere Capital Management’s Public Storage PSA Stock Holding History

Kathmere Capital 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
Q3 		– Sell
-773
Closed -$227K – 545
2025
Q2 		$227K Buy
+773
New +$229K 0.02% 427
2023
Q3 		– Sell
-743
Closed -$217K – 278
2023
Q2 		$217K Buy
743
+46
+7% +$13.4K 0.03% 214
2023
Q1 		$211K Sell
697
-81
-10% -$23.8K 0.03% 198
2022
Q4 		$218K Sell
778
-65
-8% -$19K 0.04% 172
2022
Q3 		$247K Buy
+843
New +$274K 0.05% 137

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

Kathmere Capital Management's PSA Position: Q3 2025 in Review

Kathmere Capital Management sold out of Public Storage (PSA) in Q3 2025, closing a stake of 773 shares — an estimated $227K sold.

Kathmere Capital Management first reported a position in PSA in Q3 2022 and held it in 5 quarters. The position peaked at $247K in Q3 2022. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Kathmere Capital Management reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Kathmere Capital Management sold 773 Public Storage shares in Q3 2025, an estimated $227K.
  • Kathmere Capital Management first reported a position in Public Storage in Q3 2022 and held it in 5 quarters.
  • Kathmere Capital Management's Public Storage position peaked at $247K in Q3 2022.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Kathmere Capital Management's 13F filing for Q3 2025, filed 22 Oct 2025.