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Watts Gwilliam & Co’s Public Storage PSA Stock Holding History

Watts Gwilliam & Co’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
Q3 		– Sell
-754
Closed -$214K – 231
2025
Q2 		$214K Buy
+754
New +$223K 0.04% 204
2024
Q4 		– Sell
-698
Closed -$243K – 222
2024
Q3 		$243K Buy
+698
New +$227K 0.05% 173
2024
Q1 		$238K Buy
+851
New +$244K 0.07% 154

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Watts Gwilliam & Co's PSA Position: Q3 2025 in Review

Watts Gwilliam & Co sold out of Public Storage (PSA) in Q3 2025, closing a stake of 754 shares — an estimated $214K sold.

Watts Gwilliam & Co first reported a position in PSA in Q1 2024 and held it in 3 quarters. The position peaked at $243K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Watts Gwilliam & Co reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Watts Gwilliam & Co sold 754 Public Storage shares in Q3 2025, an estimated $214K.
  • Watts Gwilliam & Co first reported a position in Public Storage in Q1 2024 and held it in 3 quarters.
  • Watts Gwilliam & Co's Public Storage position peaked at $243K in Q3 2024.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.