Waypoint Wealth Counsel’s Public Storage PSA Stock Holding History

Waypoint Wealth Counsel’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	-823	Closed	-$241K	–	290
2025 Q2	$241K	Buy	+823	New	+$244K	0.12%	152

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Waypoint Wealth Counsel's PSA Position: Q3 2025 in Review

Waypoint Wealth Counsel sold out of Public Storage (PSA) in Q3 2025, closing a stake of 823 shares — an estimated $241K sold.

Waypoint Wealth Counsel first reported a position in PSA in Q2 2025 and held it in 1 quarter. The position peaked at $241K in Q2 2025. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

Waypoint Wealth Counsel reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
Waypoint Wealth Counsel sold 823 Public Storage shares in Q3 2025, an estimated $241K.
Waypoint Wealth Counsel first reported a position in Public Storage in Q2 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's Public Storage position peaked at $241K in Q2 2025.
1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2025, filed 20 Oct 2025.