Van Hulzen Asset Management’s Public Storage PSA Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-191	Closed	-$57.3K	–	894
2024 Q4	$57.3K	Buy	+191	New	+$63.4K	﹤0.01%	485
2017 Q3	–	Sell	-1,100	Closed	-$229K	–	190
2017 Q2	$229K	Buy	+1,100	New	+$237K	0.09%	122

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Van Hulzen Asset Management's PSA Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Public Storage (PSA) in Q1 2025, closing a stake of 191 shares — an estimated $57.3K sold.

Van Hulzen Asset Management first reported a position in PSA in Q2 2017 and held it in 2 quarters. The position peaked at $229K in Q2 2017. 1,148 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

Van Hulzen Asset Management reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 191 Public Storage shares in Q1 2025, an estimated $57.3K.
Van Hulzen Asset Management first reported a position in Public Storage in Q2 2017 and held it in 2 quarters.
Van Hulzen Asset Management's Public Storage position peaked at $229K in Q2 2017.
1,148 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.