RMR Wealth Builders’s Public Storage PSA Stock Holding History

RMR Wealth Builders’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 Q4	–	Sell	-554	Closed	-$202K	–	269
2024 Q3	$202K	Buy	+554	New	+$180K	0.02%	253
2022 Q2	–	Sell	-554	Closed	-$216K	–	212
2022 Q1	$216K	Sell	554 -183	-25%	-$66.4K	0.05%	192
2021 Q4	$276K	Hold	737	–	–	0.08%	96
2021 Q3	$219K	Buy	+737	New	+$231K	0.06%	175
2021 Q2	–	Sell	-451	Closed	-$111K	–	559
2021 Q1	$111K	Buy	451 +3	+0.7%	+$699	0.03%	257
2020 Q4	$103K	Buy	+448	New	+$103K	0.05%	200

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 $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RMR Wealth Builders's PSA Position: Q4 2024 in Review

RMR Wealth Builders sold out of Public Storage (PSA) in Q4 2024, closing a stake of 554 shares — an estimated $202K sold.

RMR Wealth Builders first reported a position in PSA in Q4 2020 and held it in 6 quarters. The position peaked at $276K in Q4 2021. 1,132 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

RMR Wealth Builders reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
RMR Wealth Builders sold 554 Public Storage shares in Q4 2024, an estimated $202K.
RMR Wealth Builders first reported a position in Public Storage in Q4 2020 and held it in 6 quarters.
RMR Wealth Builders's Public Storage position peaked at $276K in Q4 2021.
1,132 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on RMR Wealth Builders's 13F filing for Q4 2024, filed 10 Jan 2025.