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Stratos Wealth Advisors’s Public Storage PSA Stock Holding History

Stratos Wealth 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
Q2 		– Sell
-692
Closed -$207K – 705
2025
Q1 		$207K Sell
692
-42
-6% -$12.6K 0.01% 621
2024
Q4 		$220K Sell
734
-10
-1% -$3.32K 0.01% 653
2024
Q3 		$271K Sell
744
-115
-13% -$37.3K 0.01% 628
2024
Q2 		$247K Buy
+859
New +$237K 0.01% 613
2024
Q1 		– Sell
-1,169
Closed -$357K – 717
2023
Q4 		$357K Buy
1,169
+4
+0.3% +$1.06K 0.02% 522
2023
Q3 		$307K Sell
1,165
-142
-11% -$39.8K 0.02% 523
2023
Q2 		$382K Buy
1,307
+7
+0.5% +$2.04K 0.03% 472
2023
Q1 		$393K Sell
1,300
-2
-0.2% -$588 0.03% 447
2022
Q4 		$365K Sell
1,302
-4
-0.3% -$1.17K 0.03% 442
2022
Q3 		$383K Sell
1,306
-227
-15% -$73.8K 0.04% 390
2022
Q2 		$480K Buy
1,533
+177
+13% +$61.3K 0.04% 372
2022
Q1 		$529K Buy
1,356
+12
+0.9% +$4.36K 0.04% 369
2021
Q4 		$503K Sell
1,344
-19
-1% -$6.35K 0.04% 391
2021
Q3 		$405K Buy
1,363
+74
+6% +$23.2K 0.03% 393
2021
Q2 		$388K Buy
1,289
+391
+44% +$110K 0.03% 396
2021
Q1 		$222K Hold
898
– – 0.02% 446
2020
Q4 		$207K Hold
898
– – 0.03% 383
2020
Q3 		$200K Buy
+898
New +$184K 0.05% 295

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Stratos Wealth Advisors's PSA Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of Public Storage (PSA) in Q2 2025, closing a stake of 692 shares — an estimated $207K sold.

Stratos Wealth Advisors first reported a position in PSA in Q3 2020 and held it in 18 quarters. The position peaked at $529K in Q1 2022. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Stratos Wealth Advisors reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 692 Public Storage shares in Q2 2025, an estimated $207K.
  • Stratos Wealth Advisors first reported a position in Public Storage in Q3 2020 and held it in 18 quarters.
  • Stratos Wealth Advisors's Public Storage position peaked at $529K in Q1 2022.
  • 1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.