PMA
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Prudent Man Advisors’s Public Storage PSA Stock Holding History

Prudent Man Advisors’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
Q3 		– Sell
-1,696
Closed -$498K – 171
2025
Q2 		$498K Buy
1,696
+20
+1% +$5.92K 0.16% 119
2025
Q1 		$502K Hold
1,676
– – 0.18% 118
2024
Q4 		$502K Sell
1,676
-302
-15% -$100K 0.18% 116
2024
Q3 		$720K Hold
1,978
– – 0.24% 101
2024
Q2 		$569K Buy
1,978
+106
+6% +$29.2K 0.2% 110
2024
Q1 		$543K Sell
1,872
-134
-7% -$38.4K 0.2% 114
2023
Q4 		$612K Sell
2,006
-18
-0.9% -$4.78K 0.23% 99
2023
Q3 		$533K Hold
2,024
– – 0.21% 110
2023
Q2 		$591K Buy
+2,024
New +$590K 0.22% 101

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prudent Man Advisors's PSA Position: Q3 2025 in Review

Prudent Man Advisors sold out of Public Storage (PSA) in Q3 2025, closing a stake of 1,696 shares — an estimated $498K sold.

Prudent Man Advisors first reported a position in PSA in Q2 2023 and held it in 9 quarters. The position peaked at $720K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Prudent Man Advisors reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Prudent Man Advisors sold 1,696 Public Storage shares in Q3 2025, an estimated $498K.
  • Prudent Man Advisors first reported a position in Public Storage in Q2 2023 and held it in 9 quarters.
  • Prudent Man Advisors's Public Storage position peaked at $720K in Q3 2024.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.