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NewSquare Capital’s Public Storage PSA Stock Holding History

NewSquare Capital’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
-106
Closed -$31.1K – 958
2025
Q2 		$31.1K Buy
106
+40
+61% +$11.8K ﹤0.01% 378
2025
Q1 		$19.8K Buy
66
+61
+1,220% +$18.2K ﹤0.01% 357
2024
Q4 		$1.5K Buy
+5
New +$1.66K ﹤0.01% 599
2023
Q4 		– Sell
-9
Closed -$2.37K – 602
2023
Q3 		$2.37K Buy
+9
New +$2.52K ﹤0.01% 446
2022
Q1 		– Sell
-14,303
Closed -$5.36M – 445
2021
Q4 		$5.36M Buy
14,303
+1,421
+11% +$475K 0.57% 36
2021
Q3 		$3.83M Buy
12,882
+275
+2% +$86.3K 0.45% 54
2021
Q2 		$3.79M Buy
12,607
+517
+4% +$145K 0.45% 52
2021
Q1 		$2.98M Buy
12,090
+867
+8% +$202K 0.39% 70
2020
Q4 		$2.59M Buy
11,223
+14
+0.1% +$3.21K 0.36% 74
2020
Q3 		$2.5M Buy
11,209
+868
+8% +$177K 0.4% 55
2020
Q2 		$1.98M Buy
+10,341
New +$2M 0.34% 65

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

NewSquare Capital's PSA Position: Q3 2025 in Review

NewSquare Capital sold out of Public Storage (PSA) in Q3 2025, closing a stake of 106 shares — an estimated $31.1K sold.

NewSquare Capital first reported a position in PSA in Q2 2020 and held it in 11 quarters. The position peaked at $5.36M in Q4 2021. 1,120 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • NewSquare Capital reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 106 Public Storage shares in Q3 2025, an estimated $31.1K.
  • NewSquare Capital first reported a position in Public Storage in Q2 2020 and held it in 11 quarters.
  • NewSquare Capital's Public Storage position peaked at $5.36M in Q4 2021.
  • 1,120 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.