M.E. Allison & Co’s Public Storage PSA Stock Holding History

M.E. Allison & Co’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	-749	Closed	-$216K	–	187
2025 Q3	$216K	Hold	749	–	–	0.15%	164
2025 Q2	$220K	Hold	749	–	–	0.18%	156
2025 Q1	$224K	Hold	749	–	–	0.22%	135
2024 Q4	$224K	Buy	+749	New	+$249K	0.25%	125

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 $3.37T AUM 44.26% 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

M.E. Allison & Co's PSA Position: Q4 2025 in Review

M.E. Allison & Co sold out of Public Storage (PSA) in Q4 2025, closing a stake of 749 shares — an estimated $216K sold.

M.E. Allison & Co first reported a position in PSA in Q4 2024 and held it in 4 quarters. The position peaked at $224K in Q4 2024. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

M.E. Allison & Co reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
M.E. Allison & Co sold 749 Public Storage shares in Q4 2025, an estimated $216K.
M.E. Allison & Co first reported a position in Public Storage in Q4 2024 and held it in 4 quarters.
M.E. Allison & Co's Public Storage position peaked at $224K in Q4 2024.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on M.E. Allison & Co's 13F filing for Q4 2025, filed 12 Jan 2026.