Secure Asset Management’s Public Storage PSA Stock Holding History

Secure Asset Management’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	-582	Closed	-$212K	–	342
2024 Q3	$212K	Buy	+582	New	+$189K	0.04%	292
2023 Q3	–	Sell	-692	Closed	-$202K	–	219
2023 Q2	$202K	Buy	692 +7	+1%	+$2.04K	0.06%	185
2023 Q1	$207K	Sell	685 -159	-19%	-$46.8K	0.07%	180
2022 Q4	$237K	Sell	844 -244	-22%	-$71.2K	0.09%	170
2022 Q3	$319K	Sell	1,088 -43	-4%	-$14K	0.18%	104
2022 Q2	$354K	Buy	1,131 +57	+5%	+$19.7K	0.2%	107
2022 Q1	$419K	Buy	1,074 +6	+0.6%	+$2.18K	0.19%	107
2021 Q4	$400K	Buy	1,068 +5	+0.5%	+$1.67K	0.16%	107
2021 Q3	$316K	Buy	1,063 +7	+0.7%	+$2.2K	0.16%	116
2021 Q2	$317K	Buy	1,056 +7	+0.7%	+$1.96K	0.16%	129
2021 Q1	$259K	Buy	1,049 +9	+0.9%	+$2.1K	0.14%	140
2020 Q4	$240K	Buy	1,040 +9	+0.9%	+$2.06K	0.14%	133
2020 Q3	$230K	Buy	+1,031	New	+$211K	0.16%	124
2020 Q2	–	Sell	-1,013	Closed	-$201K	–	160
2020 Q1	$201K	Buy	1,013 +11	+1%	+$2.36K	0.22%	105
2019 Q4	$213K	Buy	+1,002	New	+$222K	0.15%	142

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Secure Asset Management's PSA Position: Q4 2024 in Review

Secure Asset Management sold out of Public Storage (PSA) in Q4 2024, closing a stake of 582 shares — an estimated $212K sold.

Secure Asset Management first reported a position in PSA in Q4 2019 and held it in 15 quarters. The position peaked at $419K in Q1 2022. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Secure Asset Management reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Secure Asset Management sold 582 Public Storage shares in Q4 2024, an estimated $212K.
Secure Asset Management first reported a position in Public Storage in Q4 2019 and held it in 15 quarters.
Secure Asset Management's Public Storage position peaked at $419K in Q1 2022.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Secure Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.