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Unique Wealth Strategies’s Public Storage PSA Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-1,805
Closed -$530K – 246
2025
Q2 		$530K Buy
+1,805
New +$534K 0.22% 143
2025
Q1 		– Sell
-1,809
Closed -$542K – 217
2024
Q4 		$542K Buy
+1,809
New +$600K 0.24% 123
2024
Q3 		– Sell
-7
Closed -$2.03K – 556
2024
Q2 		$2.03K Buy
+7
New +$1.93K ﹤0.01% 485

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Unique Wealth Strategies's PSA Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Public Storage (PSA) in Q3 2025, closing a stake of 1,805 shares — an estimated $530K sold.

Unique Wealth Strategies first reported a position in PSA in Q2 2024 and held it in 3 quarters. The position peaked at $542K in Q4 2024. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Unique Wealth Strategies reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,805 Public Storage shares in Q3 2025, an estimated $530K.
  • Unique Wealth Strategies first reported a position in Public Storage in Q2 2024 and held it in 3 quarters.
  • Unique Wealth Strategies's Public Storage position peaked at $542K in Q4 2024.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.