Synergy Investment Management’s Public Storage PSA Stock Holding History

Synergy Investment 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 Q2	–	Sell	-50	Closed	-$15K	–	437
2025 Q1	$15K	Buy	+50	New	+$15K	0.01%	342

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

Synergy Investment Management's PSA Position: Q2 2025 in Review

Synergy Investment Management sold out of Public Storage (PSA) in Q2 2025, closing a stake of 50 shares — an estimated $15K sold.

Synergy Investment Management first reported a position in PSA in Q1 2025 and held it in 1 quarter. The position peaked at $15K in Q1 2025. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Synergy Investment Management reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Synergy Investment Management sold 50 Public Storage shares in Q2 2025, an estimated $15K.
Synergy Investment Management first reported a position in Public Storage in Q1 2025 and held it in 1 quarter.
Synergy Investment Management's Public Storage position peaked at $15K in Q1 2025.
1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.