Trifecta Capital Advisors’s Public Storage PSA Stock Holding History

Trifecta Capital 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 Q4	–	Sell	-9	Closed	-$2.6K	–	410
2025 Q3	$2.6K	Hold	9	–	–	﹤0.01%	316
2025 Q2	$2.64K	Hold	9	–	–	﹤0.01%	315
2025 Q1	$2.69K	Hold	9	–	–	﹤0.01%	284
2024 Q4	$2.69K	Hold	9	–	–	﹤0.01%	274
2024 Q3	$3.27K	Hold	9	–	–	﹤0.01%	265
2024 Q2	$2.59K	Hold	9	–	–	﹤0.01%	280
2024 Q1	$2.61K	Hold	9	–	–	﹤0.01%	278
2023 Q4	$2.75K	Hold	9	–	–	﹤0.01%	296
2023 Q3	$2.37K	Hold	9	–	–	﹤0.01%	286
2023 Q2	$2.63K	Hold	9	–	–	﹤0.01%	274
2023 Q1	$2.72K	Hold	9	–	–	﹤0.01%	271
2022 Q4	$2.52K	Buy	+9	New	+$2.63K	﹤0.01%	275

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

Trifecta Capital Advisors's PSA Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Public Storage (PSA) in Q4 2025, closing a stake of 9 shares — an estimated $2.6K sold.

Trifecta Capital Advisors first reported a position in PSA in Q4 2022 and held it in 12 quarters. The position peaked at $3.27K in Q3 2024. 1,107 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Trifecta Capital Advisors reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 9 Public Storage shares in Q4 2025, an estimated $2.6K.
Trifecta Capital Advisors first reported a position in Public Storage in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Public Storage position peaked at $3.27K in Q3 2024.
1,107 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.