Krilogy Financial’s Public Storage PSA Stock Holding History

Krilogy Financial’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 Q4	–	Sell	-2,548	Closed	-$711K	–	972
2025 Q3	$711K	Buy	+2,548	New	+$731K	0.03%	421

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

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Krilogy Financial's PSA Position: Q4 2025 in Review

Krilogy Financial sold out of Public Storage (PSA) in Q4 2025, closing a stake of 2,548 shares — an estimated $711K sold.

Krilogy Financial first reported a position in PSA in Q3 2025 and held it in 1 quarter. The position peaked at $711K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Krilogy Financial reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Krilogy Financial sold 2,548 Public Storage shares in Q4 2025, an estimated $711K.
Krilogy Financial first reported a position in Public Storage in Q3 2025 and held it in 1 quarter.
Krilogy Financial's Public Storage position peaked at $711K in Q3 2025.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Krilogy Financial's 13F filing for Q4 2025, filed 27 Jan 2026.