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Richards, Merrill & Peterson’s Public Storage PSA Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-49
Closed -$14.7K – 408
2025
Q1 		$14.7K Buy
49
+5
+11% +$1.5K 0.01% 366
2024
Q4 		$13.2K Buy
+44
New +$14.6K 0.01% 363

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

Richards, Merrill & Peterson's PSA Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Public Storage (PSA) in Q2 2025, closing a stake of 49 shares — an estimated $14.7K sold.

Richards, Merrill & Peterson first reported a position in PSA in Q4 2024 and held it in 2 quarters. The position peaked at $14.7K in Q1 2025. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 49 Public Storage shares in Q2 2025, an estimated $14.7K.
  • Richards, Merrill & Peterson first reported a position in Public Storage in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Public Storage position peaked at $14.7K in Q1 2025.
  • 1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.