San Luis Wealth Advisors’s Public Storage PSA Stock Holding History

San Luis Wealth 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 Q2	–	Sell	-2,030	Closed	-$608K	–	151
2025 Q1	$608K	Buy	+2,030	New	+$607K	0.14%	78

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

San Luis Wealth Advisors's PSA Position: Q2 2025 in Review

San Luis Wealth Advisors sold out of Public Storage (PSA) in Q2 2025, closing a stake of 2,030 shares — an estimated $608K sold.

San Luis Wealth Advisors first reported a position in PSA in Q1 2025 and held it in 1 quarter. The position peaked at $608K in Q1 2025. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

San Luis Wealth Advisors reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 2,030 Public Storage shares in Q2 2025, an estimated $608K.
San Luis Wealth Advisors first reported a position in Public Storage in Q1 2025 and held it in 1 quarter.
San Luis Wealth Advisors's Public Storage position peaked at $608K in Q1 2025.
1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on San Luis Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.