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Maltin Wealth Management’s Public Storage PSA Stock Holding History

Maltin Wealth Management’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
Q3 		– Sell
-3,038
Closed -$891K – 133
2025
Q2 		$891K Buy
3,038
+12
+0.4% +$3.55K 0.4% 59
2025
Q1 		$906K Sell
3,026
-11
-0.4% -$3.29K 0.43% 56
2024
Q4 		$909K Sell
3,037
-183
-6% -$60.7K 0.45% 57
2024
Q3 		$1.17M Buy
3,220
+18
+0.6% +$5.84K 0.57% 51
2024
Q2 		$921K Sell
3,202
-122
-4% -$33.6K 0.49% 57
2024
Q1 		$964K Sell
3,324
-181
-5% -$51.9K 0.54% 53
2023
Q4 		$1.07M Sell
3,505
-80
-2% -$21.2K 0.68% 51
2023
Q3 		$945K Sell
3,585
-16
-0.4% -$4.49K 0.66% 54
2023
Q2 		$1.05M Buy
3,601
+4
+0.1% +$1.17K 0.74% 46
2023
Q1 		$1.09M Buy
3,597
+18
+0.5% +$5.29K 0.78% 43
2022
Q4 		$1M Sell
3,579
-317
-8% -$92.4K 0.73% 44
2022
Q3 		$1.14M Buy
3,896
+47
+1% +$15.3K 0.9% 39
2022
Q2 		$1.2M Buy
3,849
+32
+0.8% +$11.1K 0.87% 41
2022
Q1 		$1.49M Sell
3,817
-595
-13% -$216K 0.99% 37
2021
Q4 		$1.65M Sell
4,412
-93
-2% -$31.1K 0.99% 34
2021
Q3 		$1.34M Sell
4,505
-107
-2% -$33.6K 0.82% 36
2021
Q2 		$1.39M Sell
4,612
-112
-2% -$31.4K 0.84% 36
2021
Q1 		$1.17M Sell
4,724
-1,771
-27% -$412K 0.76% 42
2020
Q4 		$1.5M Sell
6,495
-760
-10% -$174K 1.05% 30
2020
Q3 		$1.62M Buy
+7,255
New +$1.48M 1.15% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Maltin Wealth Management's PSA Position: Q3 2025 in Review

Maltin Wealth Management sold out of Public Storage (PSA) in Q3 2025, closing a stake of 3,038 shares — an estimated $891K sold.

Maltin Wealth Management first reported a position in PSA in Q3 2020 and held it in 20 quarters. The position peaked at $1.65M in Q4 2021. 1,123 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Maltin Wealth Management reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Maltin Wealth Management sold 3,038 Public Storage shares in Q3 2025, an estimated $891K.
  • Maltin Wealth Management first reported a position in Public Storage in Q3 2020 and held it in 20 quarters.
  • Maltin Wealth Management's Public Storage position peaked at $1.65M in Q4 2021.
  • 1,123 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Maltin Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.