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Rise Advisors’s Public Storage PSA Stock Holding History

Rise 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
Q4 		– Sell
-718
Closed -$207K – 1105
2025
Q3 		$207K Sell
718
-133
-16% -$38.2K 0.07% 92
2025
Q2 		$250K Sell
851
-112
-12% -$33.2K 0.1% 78
2025
Q1 		$288K Sell
963
-202
-17% -$60.4K 0.13% 72
2024
Q4 		$349K Sell
1,165
-110
-9% -$36.5K 0.17% 59
2024
Q3 		$464K Buy
1,275
+42
+3% +$13.6K 0.22% 47
2024
Q2 		$355K Buy
1,233
+9
+0.7% +$2.48K 0.19% 58
2024
Q1 		$355K Buy
1,224
+1,078
+738% +$309K 0.19% 53
2023
Q4 		$44.5K Buy
146
+91
+165% +$24.1K 0.03% 171
2023
Q3 		$14.5K Buy
55
+50
+1,000% +$14K 0.01% 270
2023
Q2 		$1.57K Hold
5
– – ﹤0.01% 541
2023
Q1 		$1.61K Hold
5
– – ﹤0.01% 595
2022
Q4 		$1.48K Hold
5
– – ﹤0.01% 607
2022
Q3 		$2K Buy
+5
New +$1.63K ﹤0.01% 564

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rise Advisors's PSA Position: Q4 2025 in Review

Rise Advisors sold out of Public Storage (PSA) in Q4 2025, closing a stake of 718 shares — an estimated $207K sold.

Rise Advisors first reported a position in PSA in Q3 2022 and held it in 13 quarters. The position peaked at $464K in Q3 2024. 1,106 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

  • Rise Advisors reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 718 Public Storage shares in Q4 2025, an estimated $207K.
  • Rise Advisors first reported a position in Public Storage in Q3 2022 and held it in 13 quarters.
  • Rise Advisors's Public Storage position peaked at $464K in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.