Nicolet Advisory Services’s Public Storage PSA Stock Holding History

Nicolet Advisory Services’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 Q4	–	Sell	-762	Closed	-$224K	–	437
2025 Q3	$224K	Buy	+762	New	+$219K	0.02%	371

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nicolet Advisory Services's PSA Position: Q4 2025 in Review

Nicolet Advisory Services sold out of Public Storage (PSA) in Q4 2025, closing a stake of 762 shares — an estimated $224K sold.

Nicolet Advisory Services first reported a position in PSA in Q3 2025 and held it in 1 quarter. The position peaked at $224K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Nicolet Advisory Services reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Nicolet Advisory Services sold 762 Public Storage shares in Q4 2025, an estimated $224K.
Nicolet Advisory Services first reported a position in Public Storage in Q3 2025 and held it in 1 quarter.
Nicolet Advisory Services's Public Storage position peaked at $224K in Q3 2025.
1,107 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.