Kozak & Associates’s Public Storage PSA Stock Holding History

Kozak & Associates’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	-11	Closed	-$3.18K	–	487
2025 Q1	$3.18K	Hold	11	–	–	﹤0.01%	324
2024 Q4	$3.31K	Buy	+11	New	+$3.65K	﹤0.01%	327

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

Kozak & Associates's PSA Position: Q2 2025 in Review

Kozak & Associates sold out of Public Storage (PSA) in Q2 2025, closing a stake of 11 shares — an estimated $3.18K sold.

Kozak & Associates first reported a position in PSA in Q4 2024 and held it in 2 quarters. The position peaked at $3.31K in Q4 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Kozak & Associates reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Kozak & Associates sold 11 Public Storage shares in Q2 2025, an estimated $3.18K.
Kozak & Associates first reported a position in Public Storage in Q4 2024 and held it in 2 quarters.
Kozak & Associates's Public Storage position peaked at $3.31K in Q4 2024.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Kozak & Associates's 13F filing for Q2 2025, filed 10 Jul 2025.