RIA
PSA icon

Realta Investment Advisors’s Public Storage PSA Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-1,057
Closed -$304K – 661
2024
Q2 		$304K Buy
1,057
+242
+30% +$66.7K 0.06% 308
2024
Q1 		$236K Buy
815
+153
+23% +$43.9K 0.05% 370
2023
Q4 		$202K Buy
+662
New +$176K 0.05% 409
2023
Q2 		– Sell
-680
Closed -$205K – 843
2023
Q1 		$205K Buy
+680
New +$200K 0.05% 382
2022
Q2 		– Sell
-539
Closed -$210K – 429
2022
Q1 		$210K Buy
+539
New +$196K 0.04% 384
2020
Q1 		– Sell
-216
Closed -$45K – 1113
2019
Q4 		$45K Buy
216
+16
+8% +$3.55K 0.01% 693
2019
Q3 		$49K Hold
200
– – 0.01% 681
2019
Q2 		$48K Buy
+200
New +$45.9K 0.01% 683

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Realta Investment Advisors's PSA Position: Q3 2024 in Review

Realta Investment Advisors sold out of Public Storage (PSA) in Q3 2024, closing a stake of 1,057 shares — an estimated $304K sold.

Realta Investment Advisors first reported a position in PSA in Q2 2019 and held it in 8 quarters. The position peaked at $304K in Q2 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Realta Investment Advisors reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,057 Public Storage shares in Q3 2024, an estimated $304K.
  • Realta Investment Advisors first reported a position in Public Storage in Q2 2019 and held it in 8 quarters.
  • Realta Investment Advisors's Public Storage position peaked at $304K in Q2 2024.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.