Trilogy Capital’s Public Storage PSA Stock Holding History

Trilogy Capital’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	-9,541	Closed	-$2.86M	–	373
2025 Q1	$2.86M	Buy	9,541 +286	+3%	+$85.5K	0.15%	102
2024 Q4	$2.77M	Buy	9,255 +367	+4%	+$122K	0.14%	113
2024 Q3	$3.23M	Sell	8,888 -909	-9%	-$295K	0.16%	101
2024 Q2	$2.82M	Buy	9,797 +616	+7%	+$170K	0.15%	107
2024 Q1	$2.66M	Sell	9,181 -190	-2%	-$54.5K	0.15%	119
2023 Q4	$2.86M	Buy	9,371 +130	+1%	+$34.5K	0.18%	96
2023 Q3	$2.44M	Buy	+9,241	New	+$2.59M	0.16%	91

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

Trilogy Capital's PSA Position: Q2 2025 in Review

Trilogy Capital sold out of Public Storage (PSA) in Q2 2025, closing a stake of 9,541 shares — an estimated $2.86M sold.

Trilogy Capital first reported a position in PSA in Q3 2023 and held it in 7 quarters. The position peaked at $3.23M in Q3 2024. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Trilogy Capital reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Trilogy Capital sold 9,541 Public Storage shares in Q2 2025, an estimated $2.86M.
Trilogy Capital first reported a position in Public Storage in Q3 2023 and held it in 7 quarters.
Trilogy Capital's Public Storage position peaked at $3.23M in Q3 2024.
1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Trilogy Capital's 13F filing for Q2 2025, filed 18 Jul 2025.