Loring Wolcott & Coolidge Fiduciary Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-100
| Closed | -$29.3K | – | 552 |
|
|
2025
Q2 | $29.3K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
|
2025
Q1 | $29.5K | Hold |
100
| – | – | ﹤0.01% | 415 |
|
|
2024
Q4 | $29.7K | Hold |
100
| – | – | ﹤0.01% | 435 |
|
|
2024
Q3 | $33.8K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2024
Q2 | $30.6K | Hold |
100
| – | – | ﹤0.01% | 425 |
|
|
2024
Q1 | $26.1K | Hold |
100
| – | – | ﹤0.01% | 440 |
|
|
2023
Q4 | $28.3K | Hold |
100
| – | – | ﹤0.01% | 439 |
|
|
2023
Q3 | $24.8K | Sell |
100
-937
| -90% | -$263K | ﹤0.01% | 466 |
|
|
2023
Q2 | $303K | Hold |
1,037
| – | – | ﹤0.01% | 248 |
|
|
2023
Q1 | $313K | Hold |
1,037
| – | – | ﹤0.01% | 234 |
|
|
2022
Q4 | $291K | Hold |
1,037
| – | – | ﹤0.01% | 244 |
|
|
2022
Q3 | $304K | Hold |
1,037
| – | – | ﹤0.01% | 247 |
|
|
2022
Q2 | $324K | Sell |
1,037
-546
| -34% | -$189K | ﹤0.01% | 243 |
|
|
2022
Q1 | $618K | Hold |
1,583
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $593K | Hold |
1,583
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $470K | Hold |
1,583
| – | – | ﹤0.01% | 225 |
|
|
2021
Q2 | $476K | Buy |
+1,583
| New | +$444K | ﹤0.01% | 229 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$23K | – | 600 |
|
|
2020
Q4 | $23K | Hold |
100
| – | – | ﹤0.01% | 495 |
|
|
2020
Q3 | $22K | Hold |
100
| – | – | ﹤0.01% | 461 |
|
|
2020
Q2 | $19K | Hold |
100
| – | – | ﹤0.01% | 456 |
|
|
2020
Q1 | $20K | Hold |
100
| – | – | ﹤0.01% | 465 |
|
|
2019
Q4 | $21K | Hold |
100
| – | – | ﹤0.01% | 535 |
|
|
2019
Q3 | $25K | Hold |
100
| – | – | ﹤0.01% | 495 |
|
|
2019
Q2 | $24K | Hold |
100
| – | – | ﹤0.01% | 493 |
|
|
2019
Q1 | $22K | Hold |
100
| – | – | ﹤0.01% | 517 |
|
|
2018
Q4 | $20K | Hold |
100
| – | – | ﹤0.01% | 521 |
|
|
2018
Q3 | $20K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
|
2018
Q2 | $23K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
|
2018
Q1 | $20K | Hold |
100
| – | – | ﹤0.01% | 540 |
|
|
2017
Q4 | $21K | Sell |
100
-1
| -1% | -$211 | ﹤0.01% | 515 |
|
|
2017
Q3 | $22K | Sell |
101
-9
| -8% | -$1.86K | ﹤0.01% | 497 |
|
|
2017
Q2 | $23K | Buy |
110
+10
| +10% | +$2.15K | ﹤0.01% | 481 |
|
|
2017
Q1 | $22K | Hold |
100
| – | – | ﹤0.01% | 484 |
|
|
2016
Q4 | $22K | Hold |
100
| – | – | ﹤0.01% | 468 |
|
|
2016
Q3 | $22K | Hold |
100
| – | – | ﹤0.01% | 474 |
|
|
2016
Q2 | $26K | Hold |
100
| – | – | ﹤0.01% | 460 |
|
|
2016
Q1 | $28K | Hold |
100
| – | – | ﹤0.01% | 457 |
|
|
2015
Q4 | $25K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
|
2015
Q3 | $18K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2015
Q2 | $18K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2015
Q1 | $20K | Hold |
100
| – | – | ﹤0.01% | 507 |
|
|
2014
Q4 | $18K | Hold |
100
| – | – | ﹤0.01% | 509 |
|
|
2014
Q3 | $17K | Buy |
+100
| New | +$17.2K | ﹤0.01% | 488 |
|
Other funds holding PSA
Loring Wolcott & Coolidge Fiduciary Advisors's PSA Position: Q3 2025 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Public Storage (PSA) in Q3 2025, closing a stake of 100 shares — an estimated $29.3K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PSA in Q3 2014 and held it in 43 quarters. The position peaked at $618K in Q1 2022. 1,120 funds tracked by Wall St. Rank hold PSA as of Q3 2025.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 100 Public Storage shares in Q3 2025, an estimated $29.3K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Public Storage in Q3 2014 and held it in 43 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Public Storage position peaked at $618K in Q1 2022.
- 1,120 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.