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Pathway Financial Advisers’s Public Storage PSA Stock Holding History

Pathway Financial Advisers’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 		– Sell
-169
Closed -$50.5K – 345
2024
Q4 		$50.5K Buy
169
+2
+1% +$664 0.02% 235
2024
Q3 		$60.9K Sell
167
-1
-0.6% -$325 0.03% 177
2024
Q2 		$47.8K Buy
168
+4
+2% +$1.1K 0.02% 230
2024
Q1 		$47.8K Hold
164
– – 0.02% 233
2023
Q4 		$49.9K Buy
164
+1
+0.6% +$265 0.02% 222
2023
Q3 		$42.8K Buy
+163
New +$45.7K 0.02% 233
2023
Q1 		$48K Buy
159
+2
+1% +$588 0.02% 237
2022
Q4 		$44.1K Buy
+157
New +$45.8K 0.02% 253

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pathway Financial Advisers's PSA Position: Q1 2025 in Review

Pathway Financial Advisers sold out of Public Storage (PSA) in Q1 2025, closing a stake of 169 shares — an estimated $50.5K sold.

Pathway Financial Advisers first reported a position in PSA in Q4 2022 and held it in 8 quarters. The position peaked at $60.9K in Q3 2024. 1,148 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Pathway Financial Advisers reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 169 Public Storage shares in Q1 2025, an estimated $50.5K.
  • Pathway Financial Advisers first reported a position in Public Storage in Q4 2022 and held it in 8 quarters.
  • Pathway Financial Advisers's Public Storage position peaked at $60.9K in Q3 2024.
  • 1,148 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.