VisionPoint Advisory Group’s Public Storage PSA Stock Holding History

VisionPoint Advisory Group’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	-538	Closed	-$160K	–	287
2024 Q4	$160K	Sell	538 -22	-4%	-$7.3K	0.05%	202
2024 Q3	$204K	Sell	560 -32	-5%	-$10.4K	0.07%	171
2024 Q2	$170K	Sell	592 -1,102	-65%	-$304K	0.06%	175
2024 Q1	$491K	Sell	1,694 -69	-4%	-$19.8K	0.18%	119
2023 Q4	$538K	Sell	1,763 -4,979	-74%	-$1.32M	0.2%	90
2023 Q3	$1.78M	Buy	6,742 +92	+1%	+$25.8K	0.76%	35
2023 Q2	$1.94M	Buy	6,650 +1,078	+19%	+$314K	0.79%	39
2023 Q1	$1.62M	Buy	+5,572	New	+$1.64M	0.71%	37
2021 Q1	–	Sell	-1,294	Closed	-$299K	–	143
2020 Q4	$299K	Sell	1,294 -8,410	-87%	-$1.93M	0.15%	113
2020 Q3	$2.16M	Sell	9,704 -2,252	-19%	-$460K	0.93%	22
2020 Q2	$2.22M	Sell	11,956 -204	-2%	-$39.4K	0.9%	27
2020 Q1	$2.42M	Buy	+12,160	New	+$2.6M	1.13%	20

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

VisionPoint Advisory Group's PSA Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Public Storage (PSA) in Q1 2025, closing a stake of 538 shares — an estimated $160K sold.

VisionPoint Advisory Group first reported a position in PSA in Q1 2020 and held it in 12 quarters. The position peaked at $2.42M in Q1 2020. 1,148 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

VisionPoint Advisory Group reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 538 Public Storage shares in Q1 2025, an estimated $160K.
VisionPoint Advisory Group first reported a position in Public Storage in Q1 2020 and held it in 12 quarters.
VisionPoint Advisory Group's Public Storage position peaked at $2.42M in Q1 2020.
1,148 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.