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SteelPeak Wealth’s Public Storage PSA Stock Holding History

SteelPeak Wealth’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
-6,210
Closed -$1.86M – 658
2024
Q4 		$1.86M Sell
6,210
-1,797
-22% -$596K 0.08% 178
2024
Q3 		$2.91M Sell
8,007
-1,207
-13% -$392K 0.13% 127
2024
Q2 		$2.65M Sell
9,214
-1,035
-10% -$285K 0.12% 134
2024
Q1 		$2.97M Buy
10,249
+1,343
+15% +$385K 0.15% 123
2023
Q4 		$2.72M Sell
8,906
-3,134
-26% -$832K 0.16% 110
2023
Q3 		$3.17M Buy
12,040
+1,378
+13% +$386K 0.2% 104
2023
Q2 		$3.11M Buy
10,662
+4,253
+66% +$1.24M 0.18% 94
2023
Q1 		$1.94M Buy
6,409
+2,299
+56% +$676K 0.13% 116
2022
Q4 		$1.15M Buy
4,110
+581
+16% +$169K 0.08% 160
2022
Q3 		$1.03M Sell
3,529
-1,076
-23% -$350K 0.08% 163
2022
Q2 		$1.44M Buy
4,605
+234
+5% +$81K 0.1% 138
2022
Q1 		$1.71M Buy
+4,371
New +$1.59M 0.1% 134
2021
Q4 		– Sell
-2,654
Closed -$789K – 458
2021
Q3 		$789K Buy
2,654
+260
+11% +$81.6K 0.05% 190
2021
Q2 		$720K Sell
2,394
-101
-4% -$28.3K 0.05% 222
2021
Q1 		$616K Buy
2,495
+191
+8% +$44.5K 0.05% 205
2020
Q4 		$532K Buy
2,304
+270
+13% +$61.9K 0.05% 206
2020
Q3 		$453K Buy
2,034
+4
+0.2% +$817 0.05% 179
2020
Q2 		$390K Buy
+2,030
New +$392K 0.05% 183

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 $3.37T AUM 44.26% 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

SteelPeak Wealth's PSA Position: Q1 2025 in Review

SteelPeak Wealth sold out of Public Storage (PSA) in Q1 2025, closing a stake of 6,210 shares — an estimated $1.86M sold.

SteelPeak Wealth first reported a position in PSA in Q2 2020 and held it in 18 quarters. The position peaked at $3.17M in Q3 2023. 1,148 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • SteelPeak Wealth reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 6,210 Public Storage shares in Q1 2025, an estimated $1.86M.
  • SteelPeak Wealth first reported a position in Public Storage in Q2 2020 and held it in 18 quarters.
  • SteelPeak Wealth's Public Storage position peaked at $3.17M in Q3 2023.
  • 1,148 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.