Venturi Wealth Management’s Public Storage PSA Stock Holding History

Venturi Wealth 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	-233	Closed	-$69.8K	–	1509
2024 Q4	$69.8K	Buy	233 +142	+156%	+$47.1K	﹤0.01%	912
2024 Q3	$33.1K	Hold	91	–	–	﹤0.01%	880
2024 Q2	$26.2K	Buy	91 +82	+911%	+$22.6K	﹤0.01%	862
2024 Q1	$2.61K	Hold	9	–	–	﹤0.01%	1217
2023 Q4	$2.75K	Sell	9 -7	-44%	-$1.86K	﹤0.01%	1141
2023 Q3	$4.22K	Buy	+16	New	+$4.49K	﹤0.01%	1023

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 $3.38T AUM 44.17% 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

Venturi Wealth Management's PSA Position: Q1 2025 in Review

Venturi Wealth Management sold out of Public Storage (PSA) in Q1 2025, closing a stake of 233 shares — an estimated $69.8K sold.

Venturi Wealth Management first reported a position in PSA in Q3 2023 and held it in 6 quarters. The position peaked at $69.8K in Q4 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

Venturi Wealth Management reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 233 Public Storage shares in Q1 2025, an estimated $69.8K.
Venturi Wealth Management first reported a position in Public Storage in Q3 2023 and held it in 6 quarters.
Venturi Wealth Management's Public Storage position peaked at $69.8K in Q4 2024.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.