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Sheaff Brock Investment Advisors’s Public Storage PSA Stock Holding History

Sheaff Brock 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 		$1.26M Sell
4,219
-10
-0.2% -$2.99K 0.12% 150
2024
Q4 		$1.27M Sell
4,229
-66
-2% -$21.9K 0.11% 141
2024
Q3 		$1.56M Sell
4,295
-60
-1% -$19.5K 0.14% 129
2024
Q2 		$1.25M Sell
4,355
-234
-5% -$64.5K 0.12% 142
2024
Q1 		$1.33M Sell
4,589
-41
-0.9% -$11.8K 0.08% 151
2023
Q4 		$1.41M Buy
4,630
+137
+3% +$36.4K 0.11% 133
2023
Q3 		$1.18M Hold
4,493
– – 0.11% 143
2023
Q2 		$1.31M Sell
4,493
-9
-0.2% -$2.62K 0.11% 137
2023
Q1 		$1.36M Buy
4,502
+23
+0.5% +$6.76K 0.13% 132
2022
Q4 		$1.25M Buy
4,479
+51
+1% +$14.9K 0.12% 131
2022
Q3 		$1.3M Buy
4,428
+35
+0.8% +$11.4K 0.14% 117
2022
Q2 		$1.37M Buy
4,393
+57
+1% +$19.7K 0.11% 113
2022
Q1 		$1.69M Buy
4,336
+244
+6% +$88.6K 0.12% 116
2021
Q4 		$1.53M Buy
4,092
+249
+6% +$83.2K 0.1% 138
2021
Q3 		$1.14M Buy
3,843
+88
+2% +$27.6K 0.08% 161
2021
Q2 		$1.13M Buy
3,755
+254
+7% +$71.2K 0.08% 159
2021
Q1 		$864K Sell
3,501
-9
-0.3% -$2.1K 0.07% 173
2020
Q4 		$810K Sell
3,510
-22
-0.6% -$5.04K 0.07% 166
2020
Q3 		$787K Buy
3,532
+33
+0.9% +$6.74K 0.07% 160
2020
Q2 		$671K Buy
3,499
+396
+13% +$76.4K 0.07% 188
2020
Q1 		$616K Buy
3,103
+267
+9% +$57.2K 0.08% 159
2019
Q4 		$604K Buy
2,836
+550
+24% +$122K 0.06% 220
2019
Q3 		$561K Buy
2,286
+320
+16% +$80.4K 0.06% 227
2019
Q2 		$468K Buy
1,966
+110
+6% +$25.2K 0.05% 251
2019
Q1 		$404K Buy
1,856
+187
+11% +$39.1K 0.05% 298
2018
Q4 		$338K Buy
+1,669
New +$341K 0.05% 295

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

Sheaff Brock Investment Advisors's PSA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Public Storage (PSA) stake by 0.24% in Q1 2025, selling an estimated $2.99K and leaving 4,219 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #150.

Sheaff Brock Investment Advisors first reported a position in PSA in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.69M in Q1 2022. 1,142 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Sheaff Brock Investment Advisors held 4,219 shares of Public Storage worth $1.26M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 10 Public Storage shares in Q1 2025, an estimated $2.99K.
  • Public Storage made up 0.12% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #150 holding.
  • Sheaff Brock Investment Advisors first reported a position in Public Storage in Q4 2018 and has held it in 26 quarters since.
  • Sheaff Brock Investment Advisors's Public Storage position peaked at $1.69M in Q1 2022.
  • 1,142 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.