SVB Wealth’s Public Storage PSA Stock Holding History

SVB 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 Q2	–	Sell	-776	Closed	-$232K	–	1330
2025 Q1	$232K	Buy	+776	New	+$232K	0.01%	293
2024 Q2	–	Sell	-946	Closed	-$274K	–	804
2024 Q1	$274K	Buy	946 +143	+18%	+$41K	0.01%	662
2023 Q4	$245K	Buy	+803	New	+$213K	0.01%	698
2023 Q2	–	Sell	-838	Closed	-$253K	–	989
2023 Q1	$253K	Sell	838 -59	-7%	-$17.3K	﹤0.01%	800
2022 Q4	$251K	Sell	897 -335	-27%	-$97.7K	﹤0.01%	819
2022 Q3	$360K	Buy	+1,232	New	+$401K	0.01%	619
2022 Q2	–	Sell	-594	Closed	-$232K	–	823
2022 Q1	$232K	Buy	+594	New	+$216K	﹤0.01%	660

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SVB Wealth's PSA Position: Q2 2025 in Review

SVB Wealth sold out of Public Storage (PSA) in Q2 2025, closing a stake of 776 shares — an estimated $232K sold.

SVB Wealth first reported a position in PSA in Q1 2022 and held it in 7 quarters. The position peaked at $360K in Q3 2022. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

SVB Wealth reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 776 Public Storage shares in Q2 2025, an estimated $232K.
SVB Wealth first reported a position in Public Storage in Q1 2022 and held it in 7 quarters.
SVB Wealth's Public Storage position peaked at $360K in Q3 2022.
1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.