Successful Portfolios’s Public Storage PSA Stock Holding History

Successful Portfolios’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 Q4	–	Sell	-749	Closed	-$216K	–	200
2025 Q3	$216K	Sell	749 -35	-4%	-$10K	0.13%	158
2025 Q2	$230K	Hold	784	–	–	0.14%	148
2025 Q1	$235K	Hold	784	–	–	0.16%	131
2024 Q4	$235K	Hold	784	–	–	0.16%	127
2024 Q3	$285K	Sell	784 -20	-2%	-$6.49K	0.19%	107
2024 Q2	$231K	Hold	804	–	–	0.16%	130
2024 Q1	$233K	Hold	804	–	–	0.16%	139
2023 Q4	$245K	Hold	804	–	–	0.18%	128
2023 Q3	$212K	Hold	804	–	–	0.19%	126
2023 Q2	$235K	Sell	804 -430	-35%	-$125K	0.2%	116
2023 Q1	$373K	Hold	1,234	–	–	0.23%	106
2022 Q4	$346K	Sell	1,234 -300	-20%	-$87.5K	0.23%	116
2022 Q3	$449K	Hold	1,534	–	–	0.33%	79
2022 Q2	$480K	Hold	1,534	–	–	0.32%	81
2022 Q1	$599K	Hold	1,534	–	–	0.34%	72
2021 Q4	$575K	Hold	1,534	–	–	0.31%	81
2021 Q3	$456K	Buy	+1,534	New	+$481K	0.27%	100

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

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Successful Portfolios's PSA Position: Q4 2025 in Review

Successful Portfolios sold out of Public Storage (PSA) in Q4 2025, closing a stake of 749 shares — an estimated $216K sold.

Successful Portfolios first reported a position in PSA in Q3 2021 and held it in 17 quarters. The position peaked at $599K in Q1 2022. 1,106 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Successful Portfolios reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Successful Portfolios sold 749 Public Storage shares in Q4 2025, an estimated $216K.
Successful Portfolios first reported a position in Public Storage in Q3 2021 and held it in 17 quarters.
Successful Portfolios's Public Storage position peaked at $599K in Q1 2022.
1,106 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Successful Portfolios's 13F filing for Q4 2025, filed 23 Jan 2026.