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Sovereign Investment Advisors’s Public Storage PSA Stock Holding History

Sovereign 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 		– Sell
-1,187
Closed -$355K – 79
2024
Q4 		$355K Buy
+1,187
New +$394K 0.11% 63

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

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

Sovereign Investment Advisors sold out of Public Storage (PSA) in Q1 2025, closing a stake of 1,187 shares — an estimated $355K sold.

Sovereign Investment Advisors first reported a position in PSA in Q4 2024 and held it in 1 quarter. The position peaked at $355K in Q4 2024. 1,142 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Sovereign Investment Advisors reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
  • Sovereign Investment Advisors sold 1,187 Public Storage shares in Q1 2025, an estimated $355K.
  • Sovereign Investment Advisors first reported a position in Public Storage in Q4 2024 and held it in 1 quarter.
  • Sovereign Investment Advisors's Public Storage position peaked at $355K in Q4 2024.
  • 1,142 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.