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TKG Advisors’s Public Storage PSA Stock Holding History

TKG 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
Q1 		– Sell
-928
Closed -$271K – 89
2024
Q4 		$271K Buy
928
+20
+2% +$6.64K 0.13% 82
2024
Q3 		$330K Sell
908
-32
-3% -$10.4K 0.16% 76
2024
Q2 		$270K Sell
940
-1,102
-54% -$304K 0.15% 82
2024
Q1 		$592K Buy
2,042
+1,025
+101% +$294K 0.33% 61
2023
Q4 		$310K Sell
1,017
-991
-49% -$263K 0.19% 75
2023
Q3 		$529K Buy
+2,008
New +$563K 0.35% 60
2022
Q4 		– Sell
-4,972
Closed -$1.46M – 97
2022
Q3 		$1.46M Buy
+4,972
New +$1.62M 1.15% 30

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TKG Advisors's PSA Position: Q1 2025 in Review

TKG Advisors sold out of Public Storage (PSA) in Q1 2025, closing a stake of 928 shares — an estimated $271K sold.

TKG Advisors first reported a position in PSA in Q3 2022 and held it in 7 quarters. The position peaked at $1.46M in Q3 2022. 1,147 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • TKG Advisors reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
  • TKG Advisors sold 928 Public Storage shares in Q1 2025, an estimated $271K.
  • TKG Advisors first reported a position in Public Storage in Q3 2022 and held it in 7 quarters.
  • TKG Advisors's Public Storage position peaked at $1.46M in Q3 2022.
  • 1,147 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on TKG Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.