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Lake Street Advisors Group’s Public Storage PSA Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$297K Buy
992
+126
+15% +$41.8K 0.01% 452
2024
Q3 		$315K Buy
866
+15
+2% +$4.87K 0.01% 433
2024
Q2 		$245K Sell
851
-2
-0.2% -$552 0.01% 493
2024
Q1 		$248K Buy
853
+93
+12% +$26.7K 0.01% 502
2023
Q4 		$232K Buy
+760
New +$202K 0.01% 512

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lake Street Advisors Group's PSA Position: Q4 2024 in Review

Lake Street Advisors Group increased its Public Storage (PSA) stake by 15% in Q4 2024, buying an estimated $41.8K and bringing the position to 992 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #452.

Lake Street Advisors Group first reported a position in PSA in Q4 2023 and has held it in 5 quarters since. The position peaked at $315K in Q3 2024. 1,129 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

  • Lake Street Advisors Group held 992 shares of Public Storage worth $297K as of Q4 2024.
  • Lake Street Advisors Group bought 126 Public Storage shares in Q4 2024, an estimated $41.8K.
  • Public Storage made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #452 holding.
  • Lake Street Advisors Group first reported a position in Public Storage in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Public Storage position peaked at $315K in Q3 2024.
  • 1,129 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.