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Simon Quick Advisors’s Public Storage PSA Stock Holding History

Simon Quick 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
-1,119
Closed -$335K – 579
2025
Q1 		$335K Buy
+1,119
New +$335K 0.02% 410
2020
Q1 		– Sell
-10
Closed -$2K – 659
2019
Q4 		$2K Buy
+10
New +$2.22K ﹤0.01% 616

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Simon Quick Advisors's PSA Position: Q2 2025 in Review

Simon Quick Advisors sold out of Public Storage (PSA) in Q2 2025, closing a stake of 1,119 shares — an estimated $335K sold.

Simon Quick Advisors first reported a position in PSA in Q4 2019 and held it in 2 quarters. The position peaked at $335K in Q1 2025. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Simon Quick Advisors reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 1,119 Public Storage shares in Q2 2025, an estimated $335K.
  • Simon Quick Advisors first reported a position in Public Storage in Q4 2019 and held it in 2 quarters.
  • Simon Quick Advisors's Public Storage position peaked at $335K in Q1 2025.
  • 1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.