Virtus ETF Advisers’s Public Storage PSA Stock Holding History

Virtus ETF Advisers’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	-3,910	Closed	-$1.17M	–	700
2024 Q4	$1.17M	Buy	3,910 +406	+12%	+$135K	0.48%	56
2024 Q3	$1.27M	Buy	3,504 +2,856	+441%	+$927K	0.6%	6
2024 Q2	$186K	Sell	648 -2,563	-80%	-$707K	0.09%	271
2024 Q1	$931K	Buy	+3,211	New	+$920K	0.49%	29
2023 Q2	–	Sell	-3,077	Closed	-$930K	–	472
2023 Q1	$930K	Buy	3,077 +439	+17%	+$129K	0.51%	43
2022 Q4	$739K	Buy	2,638 +510	+24%	+$149K	0.39%	106
2022 Q3	$623K	Buy	2,128 +302	+17%	+$98.2K	0.25%	158
2022 Q2	$571K	Buy	+1,826	New	+$632K	0.21%	210
2021 Q1	–	Sell	-6,332	Closed	-$1.46M	–	388
2020 Q4	$1.46M	Sell	6,332 -176	-3%	-$40.3K	0.61%	72
2020 Q3	$1.45M	Buy	6,508 +1,402	+27%	+$286K	0.76%	9
2020 Q2	$980K	Sell	5,106 -2,690	-35%	-$519K	0.46%	75
2020 Q1	$1.55M	Buy	7,796 +7,716	+9,645%	+$1.65M	0.64%	39
2019 Q4	$17K	Hold	80	–	–	﹤0.01%	390
2019 Q3	$20K	Hold	80	–	–	﹤0.01%	354
2019 Q2	$19K	Sell	80 -22	-22%	-$5.05K	﹤0.01%	369
2019 Q1	$22K	Hold	102	–	–	0.05%	126
2018 Q4	$21K	Hold	102	–	–	﹤0.01%	231
2018 Q3	$21K	Buy	+102	New	+$22K	﹤0.01%	269

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Virtus ETF Advisers's PSA Position: Q1 2025 in Review

Virtus ETF Advisers sold out of Public Storage (PSA) in Q1 2025, closing a stake of 3,910 shares — an estimated $1.17M sold.

Virtus ETF Advisers first reported a position in PSA in Q3 2018 and held it in 18 quarters. The position peaked at $1.55M in Q1 2020. 1,142 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

Virtus ETF Advisers reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
Virtus ETF Advisers sold 3,910 Public Storage shares in Q1 2025, an estimated $1.17M.
Virtus ETF Advisers first reported a position in Public Storage in Q3 2018 and held it in 18 quarters.
Virtus ETF Advisers's Public Storage position peaked at $1.55M in Q1 2020.
1,142 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.