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MWM
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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