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Merriman Wealth Management’s Public Storage PSA Stock Holding History

Merriman 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
2024
Q4 		$222K Hold
740
– – 0.01% 191
2024
Q3 		$269K Hold
740
– – 0.01% 185
2024
Q2 		$213K Hold
740
– – 0.01% 194
2024
Q1 		$215K Buy
+740
New +$212K 0.01% 193
2022
Q2 		– Sell
-1,261
Closed -$492K – 197
2022
Q1 		$492K Hold
1,261
– – 0.04% 130
2021
Q4 		$472K Hold
1,261
– – 0.03% 147
2021
Q3 		$375K Hold
1,261
– – 0.03% 155
2021
Q2 		$379K Hold
1,261
– – 0.03% 171
2021
Q1 		$311K Sell
1,261
-1,300
-51% -$303K 0.04% 155
2020
Q4 		$592K Buy
2,561
+1,306
+104% +$299K 0.06% 134
2020
Q3 		$280K Buy
1,255
+6
+0.5% +$1.23K 0.04% 137
2020
Q2 		$240K Sell
1,249
-1,670
-57% -$322K 0.04% 143
2020
Q1 		$580K Buy
2,919
+307
+12% +$65.8K 0.13% 78
2019
Q4 		$556K Buy
2,612
+206
+9% +$45.7K 0.11% 118
2019
Q3 		$590K Buy
2,406
+134
+6% +$33.6K 0.12% 108
2019
Q2 		$537K Buy
2,272
+31
+1% +$7.11K 0.1% 120
2019
Q1 		$488K Buy
2,241
+5
+0.2% +$1.05K 0.09% 138
2018
Q4 		$440K Buy
2,236
+7
+0.3% +$1.43K 0.1% 98
2018
Q3 		$450K Buy
2,229
+6
+0.3% +$1.29K 0.1% 116
2018
Q2 		$504K Buy
2,223
+5
+0.2% +$1.04K 0.12% 108
2018
Q1 		$444K Buy
2,218
+134
+6% +$26.1K 0.12% 128
2017
Q4 		$436K Buy
2,084
+158
+8% +$33.4K 0.11% 121
2017
Q3 		$412K Buy
1,926
+6
+0.3% +$1.24K 0.1% 115
2017
Q2 		$400K Buy
1,920
+5
+0.3% +$1.07K 0.11% 90
2017
Q1 		$419K Buy
1,915
+5
+0.3% +$1.11K 0.1% 106
2016
Q4 		$427K Buy
1,910
+106
+6% +$22.6K 0.12% 96
2016
Q3 		$403K Buy
1,804
+754
+72% +$176K 0.08% 110
2016
Q2 		$268K Buy
+1,050
New +$270K 0.08% 94

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Merriman Wealth Management's PSA Position: Q4 2024 in Review

Merriman Wealth Management held its Public Storage (PSA) position steady in Q4 2024 at 740 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #191.

Merriman Wealth Management first reported a position in PSA in Q2 2016 and has held it in 28 quarters since. The position peaked at $592K in Q4 2020. 1,132 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

  • Merriman Wealth Management held 740 shares of Public Storage worth $222K as of Q4 2024.
  • Merriman Wealth Management left its Public Storage share count unchanged in Q4 2024.
  • Public Storage made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #191 holding.
  • Merriman Wealth Management first reported a position in Public Storage in Q2 2016 and has held it in 28 quarters since.
  • Merriman Wealth Management's Public Storage position peaked at $592K in Q4 2020.
  • 1,132 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.