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Schechter Investment Advisors’s Public Storage PSA Stock Holding History

Schechter 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
2025
Q1 		$485K Buy
1,619
+46
+3% +$13.8K 0.04% 373
2024
Q4 		$471K Sell
1,573
-122
-7% -$40.5K 0.04% 397
2024
Q3 		$617K Buy
1,695
+66
+4% +$21.4K 0.05% 355
2024
Q2 		$469K Buy
1,629
+76
+5% +$21K 0.04% 386
2024
Q1 		$450K Buy
1,553
+245
+19% +$70.2K 0.03% 401
2023
Q4 		$399K Buy
1,308
+158
+14% +$41.9K 0.03% 395
2023
Q3 		$303K Sell
1,150
-859
-43% -$241K 0.03% 445
2023
Q2 		$586K Buy
2,009
+422
+27% +$123K 0.05% 351
2023
Q1 		$479K Buy
1,587
+20
+1% +$5.88K 0.04% 415
2022
Q4 		$439K Sell
1,567
-328
-17% -$95.6K 0.04% 532
2022
Q3 		$555K Buy
1,895
+751
+66% +$244K 0.05% 475
2022
Q2 		$357K Sell
1,144
-208
-15% -$72K 0.03% 639
2022
Q1 		$528K Buy
1,352
+234
+21% +$84.9K 0.05% 512
2021
Q4 		$419K Buy
+1,118
New +$373K 0.04% 571

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

Schechter Investment Advisors's PSA Position: Q1 2025 in Review

Schechter Investment Advisors increased its Public Storage (PSA) stake by 2.9% in Q1 2025, buying an estimated $13.8K and bringing the position to 1,619 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #373.

Schechter Investment Advisors first reported a position in PSA in Q4 2021 and has held it in 14 quarters since. The position peaked at $617K in Q3 2024. 1,142 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Schechter Investment Advisors held 1,619 shares of Public Storage worth $485K as of Q1 2025.
  • Schechter Investment Advisors bought 46 Public Storage shares in Q1 2025, an estimated $13.8K.
  • Public Storage made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #373 holding.
  • Schechter Investment Advisors first reported a position in Public Storage in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Public Storage position peaked at $617K in Q3 2024.
  • 1,142 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.