Key Financial Inc’s Public Storage PSA Stock Holding History

Key Financial Inc’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
2026 Q1	$1.08K	Hold	4	–	–	﹤0.01%	1245
2025 Q4	$1.04K	Hold	4	–	–	﹤0.01%	1252
2025 Q3	$1.16K	Hold	4	–	–	﹤0.01%	1252
2025 Q2	$1.17K	Hold	4	–	–	﹤0.01%	1252
2025 Q1	$1.2K	Hold	4	–	–	﹤0.01%	1203
2024 Q4	$1.2K	Hold	4	–	–	﹤0.01%	1211
2024 Q3	$1.46K	Hold	4	–	–	﹤0.01%	1144
2024 Q2	$1.15K	Hold	4	–	–	﹤0.01%	1169
2024 Q1	$1.16K	Hold	4	–	–	﹤0.01%	1167
2023 Q4	$1.22K	Hold	4	–	–	﹤0.01%	1155
2023 Q3	$1.05K	Sell	4 -15	-79%	-$4.21K	﹤0.01%	1185
2023 Q2	$5.55K	Buy	19 +15	+375%	+$4.37K	﹤0.01%	900
2023 Q1	$1.21K	Hold	4	–	–	﹤0.01%	1011
2022 Q4	$1.17K	Hold	4	–	–	﹤0.01%	1014
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1066
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	1046
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	942
2021 Q4	$2K	Hold	4	–	–	﹤0.01%	839
2021 Q3	$1K	Buy	+4	New	+$1.25K	﹤0.01%	881

Other funds holding PSA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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