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Marshall & Sullivan’s Public Storage PSA Stock Holding History

Marshall & Sullivan’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
-84
Closed -$24.6K – 91
2025
Q2 		$24.6K Buy
+84
New +$24.9K 0.01% 85
2023
Q1 		– Sell
-84
Closed -$23.5K – 75
2022
Q4 		$23.5K Buy
+84
New +$24.5K 0.01% 73
2022
Q3 		– Sell
-84
Closed -$26K – 80
2022
Q2 		$26K Buy
+84
New +$29.1K 0.02% 69
2021
Q1 		– Sell
-19
Closed -$84 – 56
2020
Q4 		$84 Sell
19
-65
-77% -$14.9K 0.01% 65
2020
Q3 		$19K Buy
+84
New +$17.2K 0.01% 61

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marshall & Sullivan's PSA Position: Q3 2025 in Review

Marshall & Sullivan sold out of Public Storage (PSA) in Q3 2025, closing a stake of 84 shares — an estimated $24.6K sold.

Marshall & Sullivan first reported a position in PSA in Q3 2020 and held it in 5 quarters. The position peaked at $26K in Q2 2022. 1,120 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Marshall & Sullivan reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 84 Public Storage shares in Q3 2025, an estimated $24.6K.
  • Marshall & Sullivan first reported a position in Public Storage in Q3 2020 and held it in 5 quarters.
  • Marshall & Sullivan's Public Storage position peaked at $26K in Q2 2022.
  • 1,120 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.