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Soltis Investment Advisors’s Public Storage PSA Stock Holding History

Soltis 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
2023
Q1 		– Sell
-8,289
Closed -$2.32M – 270
2022
Q4 		$2.32M Buy
+8,289
New +$2.42M 0.31% 91

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Soltis Investment Advisors's PSA Position: Q1 2023 in Review

Soltis Investment Advisors sold out of Public Storage (PSA) in Q1 2023, closing a stake of 8,289 shares — an estimated $2.32M sold.

Soltis Investment Advisors first reported a position in PSA in Q4 2022 and held it in 1 quarter. The position peaked at $2.32M in Q4 2022. 947 funds tracked by Wall St. Rank hold PSA as of Q1 2023.

  • Soltis Investment Advisors reported no remaining Public Storage position as of Q1 2023 after selling out during the quarter.
  • Soltis Investment Advisors sold 8,289 Public Storage shares in Q1 2023, an estimated $2.32M.
  • Soltis Investment Advisors first reported a position in Public Storage in Q4 2022 and held it in 1 quarter.
  • Soltis Investment Advisors's Public Storage position peaked at $2.32M in Q4 2022.
  • 947 funds tracked by Wall St. Rank held Public Storage as of Q1 2023.

Based on Soltis Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.