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Nicola Wealth Management’s Public Storage PSA Stock Holding History

Nicola 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
-5,480
Closed -$1.61M – 98
2025
Q2 		$1.61M Sell
5,480
-3,410
-38% -$1.01M 0.15% 82
2025
Q1 		$2.66M Buy
8,890
+600
+7% +$179K 0.26% 67
2024
Q4 		$3.57M Sell
8,290
-260
-3% -$86.3K 0.34% 62
2024
Q3 		$4.21M Buy
8,550
+1,300
+18% +$422K 0.33% 64
2024
Q2 		$2.85M Buy
+7,250
New +$2M 0.26% 73
2023
Q1 		– Sell
-10,588
Closed -$2.96M – 123
2022
Q4 		$2.96M Buy
10,588
+2,720
+35% +$793K 0.3% 76
2022
Q3 		$2.3M Sell
7,868
-600
-7% -$195K 0.25% 86
2022
Q2 		$2.65M Buy
+8,468
New +$2.93M 0.25% 88

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

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

Nicola Wealth Management sold out of Public Storage (PSA) in Q3 2025, closing a stake of 5,480 shares — an estimated $1.61M sold.

Nicola Wealth Management first reported a position in PSA in Q2 2022 and held it in 8 quarters. The position peaked at $4.21M in Q3 2024. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Nicola Wealth Management reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 5,480 Public Storage shares in Q3 2025, an estimated $1.61M.
  • Nicola Wealth Management first reported a position in Public Storage in Q2 2022 and held it in 8 quarters.
  • Nicola Wealth Management's Public Storage position peaked at $4.21M in Q3 2024.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.