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Wambolt & Associates’s Public Storage PSA Stock Holding History

Wambolt & Associates’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
Q2 		$1.26M Sell
4,234
-314
-7% -$93K 0.42% 70
2025
Q1 		$1.36M Buy
4,548
+74
+2% +$22.1K 0.46% 70
2024
Q4 		$1.34M Sell
4,474
-690
-13% -$229K 0.43% 73
2024
Q3 		$1.86M Buy
5,164
+260
+5% +$84.4K 0.51% 69
2024
Q2 		$1.39M Buy
4,904
+303
+7% +$83.6K 0.4% 75
2024
Q1 		$1.32M Buy
4,601
+840
+22% +$241K 0.39% 80
2023
Q4 		$1.15M Buy
3,761
+495
+15% +$131K 0.38% 91
2023
Q3 		$852K Buy
3,266
+2,087
+177% +$585K 0.31% 115
2023
Q2 		$344K Buy
1,179
+148
+14% +$43.1K 0.12% 191
2023
Q1 		$317K Buy
1,031
+109
+12% +$32.1K 0.11% 206
2022
Q4 		$258K Buy
922
+131
+17% +$38.2K 0.1% 205
2022
Q3 		$232K Buy
791
+16
+2% +$5.2K 0.1% 211
2022
Q2 		$242K Buy
775
+270
+53% +$93.5K 0.1% 210
2022
Q1 		$200K Buy
+505
New +$183K 0.07% 233

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wambolt & Associates's PSA Position: Q2 2025 in Review

Wambolt & Associates reduced its Public Storage (PSA) stake by 6.9% in Q2 2025, selling an estimated $93K and leaving 4,234 shares worth $1.26M. The position accounts for 0.42% of the portfolio, ranked #70.

Wambolt & Associates first reported a position in PSA in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q3 2024. 1,145 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Wambolt & Associates held 4,234 shares of Public Storage worth $1.26M as of Q2 2025.
  • Wambolt & Associates sold 314 Public Storage shares in Q2 2025, an estimated $93K.
  • Public Storage made up 0.42% of Wambolt & Associates's portfolio in Q2 2025, its #70 holding.
  • Wambolt & Associates first reported a position in Public Storage in Q1 2022 and has held it in 14 quarters since.
  • Wambolt & Associates's Public Storage position peaked at $1.86M in Q3 2024.
  • 1,145 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.