Vicus Capital’s Public Storage PSA Stock Holding History

Vicus 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
2024 Q4	–	Sell	-799	Closed	-$291K	–	249
2024 Q3	$291K	Buy	799 +47	+6%	+$15.3K	0.03%	177
2024 Q2	$216K	Sell	752 -70	-9%	-$19.3K	0.02%	259
2024 Q1	$238K	Buy	+822	New	+$236K	0.02%	245
2023 Q4	–	Sell	-825	Closed	-$217K	–	246
2023 Q3	$217K	Buy	+825	New	+$231K	0.02%	235
2022 Q2	–	Sell	-601	Closed	-$234K	–	245
2022 Q1	$234K	Sell	601 -6	-1%	-$2.18K	0.02%	206
2021 Q4	$225K	Buy	+607	New	+$203K	0.02%	207

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Vicus Capital's PSA Position: Q4 2024 in Review

Vicus Capital sold out of Public Storage (PSA) in Q4 2024, closing a stake of 799 shares — an estimated $291K sold.

Vicus Capital first reported a position in PSA in Q4 2021 and held it in 6 quarters. The position peaked at $291K in Q3 2024. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Vicus Capital reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Vicus Capital sold 799 Public Storage shares in Q4 2024, an estimated $291K.
Vicus Capital first reported a position in Public Storage in Q4 2021 and held it in 6 quarters.
Vicus Capital's Public Storage position peaked at $291K in Q3 2024.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Vicus Capital's 13F filing for Q4 2024, filed 30 Jan 2025.