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Orion Portfolio Solutions’s Public Storage PSA Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.83M Buy
6,098
+549
+10% +$164K 0.02% 756
2024
Q4 		$1.66M Sell
5,549
-2,899
-34% -$962K 0.02% 787
2024
Q3 		$3.07M Buy
8,448
+1,528
+22% +$496K 0.03% 491
2024
Q2 		$1.99M Buy
6,920
+536
+8% +$148K 0.02% 646
2024
Q1 		$1.85M Sell
6,384
-722
-10% -$207K 0.02% 689
2023
Q4 		$2.13M Buy
7,106
+2,401
+51% +$637K 0.02% 602
2023
Q3 		$1.24M Sell
4,705
-507
-10% -$142K 0.02% 828
2023
Q2 		$1.52M Buy
5,212
+554
+12% +$161K 0.02% 773
2023
Q1 		$1.41M Buy
4,658
+1,470
+46% +$432K 0.02% 737
2022
Q4 		$893K Sell
3,188
-187
-6% -$54.5K 0.03% 338
2022
Q3 		$988K Buy
3,375
+198
+6% +$64.4K 0.04% 268
2022
Q2 		$993K Sell
3,177
-45
-1% -$15.6K 0.04% 257
2022
Q1 		$1.26M Buy
3,222
+231
+8% +$83.8K 0.04% 237
2021
Q4 		$1.12M Buy
2,991
+260
+10% +$86.8K 0.04% 250
2021
Q3 		$811K Sell
2,731
-225
-8% -$70.6K 0.03% 288
2021
Q2 		$889K Buy
2,956
+294
+11% +$82.5K 0.03% 253
2021
Q1 		$657K Sell
2,662
-394
-13% -$91.8K 0.03% 268
2020
Q4 		$706K Sell
3,056
-603
-16% -$138K 0.03% 242
2020
Q3 		$815K Buy
3,659
+127
+4% +$26K 0.04% 207
2020
Q2 		$678K Buy
3,532
+494
+16% +$95.3K 0.04% 202
2020
Q1 		$603K Sell
3,038
-2,340
-44% -$501K 0.04% 185
2019
Q4 		$1.15M Buy
+5,378
New +$1.19M 0.09% 125

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orion Portfolio Solutions's PSA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Public Storage (PSA) stake by 9.9% in Q1 2025, buying an estimated $164K and bringing the position to 6,098 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #756.

Orion Portfolio Solutions first reported a position in PSA in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.07M in Q3 2024. 1,142 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Orion Portfolio Solutions held 6,098 shares of Public Storage worth $1.83M as of Q1 2025.
  • Orion Portfolio Solutions bought 549 Public Storage shares in Q1 2025, an estimated $164K.
  • Public Storage made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #756 holding.
  • Orion Portfolio Solutions first reported a position in Public Storage in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Public Storage position peaked at $3.07M in Q3 2024.
  • 1,142 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.