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Pasadena Private Wealth’s Public Storage PSA Stock Holding History

Pasadena Private Wealth’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
-1,598
Closed -$462K – 282
2025
Q3 		$462K Buy
1,598
+12
+0.8% +$3.44K 0.07% 122
2025
Q2 		$465K Sell
1,586
-94
-6% -$27.8K 0.08% 109
2025
Q1 		$503K Sell
1,680
-89
-5% -$26.6K 0.1% 102
2024
Q4 		$530K Buy
1,769
+131
+8% +$43.5K 0.11% 86
2024
Q3 		$596K Sell
1,638
-60
-4% -$19.5K 0.13% 78
2024
Q2 		$488K Sell
1,698
-107
-6% -$29.5K 0.11% 82
2024
Q1 		$524K Sell
1,805
-36
-2% -$10.3K 0.12% 78
2023
Q4 		$562K Buy
+1,841
New +$489K 0.14% 75

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pasadena Private Wealth's PSA Position: Q4 2025 in Review

Pasadena Private Wealth sold out of Public Storage (PSA) in Q4 2025, closing a stake of 1,598 shares — an estimated $462K sold.

Pasadena Private Wealth first reported a position in PSA in Q4 2023 and held it in 8 quarters. The position peaked at $596K in Q3 2024. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

  • Pasadena Private Wealth reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
  • Pasadena Private Wealth sold 1,598 Public Storage shares in Q4 2025, an estimated $462K.
  • Pasadena Private Wealth first reported a position in Public Storage in Q4 2023 and held it in 8 quarters.
  • Pasadena Private Wealth's Public Storage position peaked at $596K in Q3 2024.
  • 1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Pasadena Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.