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Lindbrook Capital’s Public Storage PSA Stock Holding History

Lindbrook Capital’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
Q1 		$287K Buy
960
+53
+6% +$15.8K 0.03% 321
2024
Q4 		$272K Sell
907
-10
-1% -$3.32K 0.02% 327
2024
Q3 		$334K Buy
917
+45
+5% +$14.6K 0.03% 288
2024
Q2 		$251K Buy
872
+33
+4% +$9.1K 0.02% 314
2024
Q1 		$243K Buy
839
+51
+6% +$14.6K 0.02% 317
2023
Q4 		$240K Sell
788
-204
-21% -$54.1K 0.02% 312
2023
Q3 		$262K Buy
992
+174
+21% +$48.8K 0.03% 268
2023
Q2 		$239K Sell
818
-64
-7% -$18.6K 0.03% 288
2023
Q1 		$267K Buy
882
+41
+5% +$12.1K 0.03% 258
2022
Q4 		$236K Sell
841
-135
-14% -$39.4K 0.03% 296
2022
Q3 		$286K Buy
976
+118
+14% +$38.4K 0.05% 216
2022
Q2 		$268K Buy
858
+151
+21% +$52.3K 0.04% 227
2022
Q1 		$276K Buy
707
+22
+3% +$7.98K 0.04% 231
2021
Q4 		$257K Sell
685
-9
-1% -$3.01K 0.04% 251
2021
Q3 		$206K Buy
694
+6
+0.9% +$1.88K 0.05% 145
2021
Q2 		$207K Buy
688
+10
+1% +$2.81K 0.05% 159
2021
Q1 		$167K Buy
678
+8
+1% +$1.86K 0.04% 181
2020
Q4 		$155K Buy
670
+10
+2% +$2.29K 0.04% 172
2020
Q3 		$147K Buy
660
+8
+1% +$1.64K 0.04% 156
2020
Q2 		$125K Sell
652
-122
-16% -$23.5K 0.04% 172
2020
Q1 		$154K Buy
774
+33
+4% +$7.07K 0.06% 127
2019
Q4 		$158K Buy
741
+8
+1% +$1.77K 0.06% 174
2019
Q3 		$180K Buy
733
+11
+2% +$2.76K 0.07% 145
2019
Q2 		$172K Hold
722
– – 0.07% 149
2019
Q1 		$157K Sell
722
-37
-5% -$7.74K 0.06% 163
2018
Q4 		$153K Buy
+759
New +$155K 0.08% 140

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lindbrook Capital's PSA Position: Q1 2025 in Review

Lindbrook Capital increased its Public Storage (PSA) stake by 5.8% in Q1 2025, buying an estimated $15.8K and bringing the position to 960 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #321.

Lindbrook Capital first reported a position in PSA in Q4 2018 and has held it in 26 quarters since. The position peaked at $334K in Q3 2024. 1,143 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Lindbrook Capital held 960 shares of Public Storage worth $287K as of Q1 2025.
  • Lindbrook Capital bought 53 Public Storage shares in Q1 2025, an estimated $15.8K.
  • Public Storage made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #321 holding.
  • Lindbrook Capital first reported a position in Public Storage in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Public Storage position peaked at $334K in Q3 2024.
  • 1,143 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.