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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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