Northwest Capital Management’s Public Storage PSA Stock Holding History

Northwest Capital 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 Q2	–	Sell	-496	Closed	-$148K	–	426
2025 Q1	$148K	Hold	496	–	–	0.06%	130
2024 Q4	$149K	Hold	496	–	–	0.06%	128
2024 Q3	$180K	Hold	496	–	–	0.07%	113
2024 Q2	$143K	Hold	496	–	–	0.05%	126
2024 Q1	$144K	Hold	496	–	–	0.05%	152
2023 Q4	$151K	Hold	496	–	–	0.05%	143
2023 Q3	$131K	Hold	496	–	–	0.05%	143
2023 Q2	$145K	Buy	+496	New	+$145K	0.06%	133

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northwest Capital Management's PSA Position: Q2 2025 in Review

Northwest Capital Management sold out of Public Storage (PSA) in Q2 2025, closing a stake of 496 shares — an estimated $148K sold.

Northwest Capital Management first reported a position in PSA in Q2 2023 and held it in 8 quarters. The position peaked at $180K in Q3 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Northwest Capital Management reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 496 Public Storage shares in Q2 2025, an estimated $148K.
Northwest Capital Management first reported a position in Public Storage in Q2 2023 and held it in 8 quarters.
Northwest Capital Management's Public Storage position peaked at $180K in Q3 2024.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.