Synergy Asset Management’s Public Storage PSA Stock Holding History

Synergy Asset Management’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	-126	Closed	-$45.9K	–	649
2024 Q4	$45.9K	Buy	+126	New	+$41.8K	﹤0.01%	284
2024 Q3	–	Sell	-17,449	Closed	-$5.02M	–	171
2024 Q2	$5.02M	Buy	17,449 +8,116	+87%	+$2.24M	0.79%	30
2024 Q1	$2.71M	Sell	9,333 -6,580	-41%	-$1.89M	0.46%	64
2023 Q4	$4.85M	Buy	+15,913	New	+$4.22M	0.87%	30
2023 Q3	–	Sell	-4,019	Closed	-$1.17M	–	152
2023 Q2	$1.17M	Buy	4,019 +1,427	+55%	+$416K	0.29%	54
2023 Q1	$783K	Buy	+2,592	New	+$762K	0.19%	67

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Synergy Asset Management's PSA Position: Q1 2025 in Review

Synergy Asset Management sold out of Public Storage (PSA) in Q1 2025, closing a stake of 126 shares — an estimated $45.9K sold.

Synergy Asset Management first reported a position in PSA in Q1 2023 and held it in 6 quarters. The position peaked at $5.02M in Q2 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

Synergy Asset Management reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 126 Public Storage shares in Q1 2025, an estimated $45.9K.
Synergy Asset Management first reported a position in Public Storage in Q1 2023 and held it in 6 quarters.
Synergy Asset Management's Public Storage position peaked at $5.02M in Q2 2024.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.