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Stableford Capital II’s Public Storage PSA Stock Holding History

Stableford Capital II’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
-5,166
Closed -$1.55M – 129
2024
Q4 		$1.55M Sell
5,166
-69
-1% -$22.9K 0.61% 40
2024
Q3 		$1.79M Sell
5,235
-39
-0.7% -$12.7K 0.72% 41
2024
Q2 		$1.63M Sell
5,274
-13
-0.2% -$3.58K 0.64% 41
2024
Q1 		$1.53M Buy
5,287
+1,808
+52% +$518K 0.62% 38
2023
Q4 		$1.01M Buy
+3,479
New +$923K 0.43% 52

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stableford Capital II's PSA Position: Q1 2025 in Review

Stableford Capital II sold out of Public Storage (PSA) in Q1 2025, closing a stake of 5,166 shares — an estimated $1.55M sold.

Stableford Capital II first reported a position in PSA in Q4 2023 and held it in 5 quarters. The position peaked at $1.79M in Q3 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Stableford Capital II reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
  • Stableford Capital II sold 5,166 Public Storage shares in Q1 2025, an estimated $1.55M.
  • Stableford Capital II first reported a position in Public Storage in Q4 2023 and held it in 5 quarters.
  • Stableford Capital II's Public Storage position peaked at $1.79M in Q3 2024.
  • 1,147 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Stableford Capital II's 13F filing for Q1 2025, filed 21 Apr 2025.