Kestra Investment Management’s Public Storage PSA Stock Holding History

Kestra Investment 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 Q2	–	Sell	-9	Closed	-$2.69K	–	922
2025 Q1	$2.69K	Sell	9 -240	-96%	-$71.8K	﹤0.01%	743
2024 Q4	$74.5K	Buy	+249	New	+$82.6K	﹤0.01%	472

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Kestra Investment Management's PSA Position: Q2 2025 in Review

Kestra Investment Management sold out of Public Storage (PSA) in Q2 2025, closing a stake of 9 shares — an estimated $2.69K sold.

Kestra Investment Management first reported a position in PSA in Q4 2024 and held it in 2 quarters. The position peaked at $74.5K in Q4 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Kestra Investment Management reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Kestra Investment Management sold 9 Public Storage shares in Q2 2025, an estimated $2.69K.
Kestra Investment Management first reported a position in Public Storage in Q4 2024 and held it in 2 quarters.
Kestra Investment Management's Public Storage position peaked at $74.5K in Q4 2024.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.