QTR Family Wealth’s Public Storage PSA Stock Holding History

QTR Family 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	-895	Closed	-$259K	–	305
2025 Q3	$259K	Buy	+895	New	+$257K	0.12%	190

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

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

QTR Family Wealth's PSA Position: Q4 2025 in Review

QTR Family Wealth sold out of Public Storage (PSA) in Q4 2025, closing a stake of 895 shares — an estimated $259K sold.

QTR Family Wealth first reported a position in PSA in Q3 2025 and held it in 1 quarter. The position peaked at $259K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

QTR Family Wealth reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
QTR Family Wealth sold 895 Public Storage shares in Q4 2025, an estimated $259K.
QTR Family Wealth first reported a position in Public Storage in Q3 2025 and held it in 1 quarter.
QTR Family Wealth's Public Storage position peaked at $259K in Q3 2025.
1,107 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on QTR Family Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.