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Western Wealth Management’s Public Storage PSA Stock Holding History

Western Wealth Management’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
-730
Closed -$214K – 782
2025
Q2 		$214K Sell
730
-3
-0.4% -$888 0.01% 672
2025
Q1 		$219K Sell
733
-14
-2% -$4.19K 0.01% 623
2024
Q4 		$224K Buy
747
+35
+5% +$11.6K 0.01% 610
2024
Q3 		$259K Buy
+712
New +$231K 0.01% 650

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

Western Wealth Management's PSA Position: Q3 2025 in Review

Western Wealth Management sold out of Public Storage (PSA) in Q3 2025, closing a stake of 730 shares — an estimated $214K sold.

Western Wealth Management first reported a position in PSA in Q3 2024 and held it in 4 quarters. The position peaked at $259K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Western Wealth Management reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Western Wealth Management sold 730 Public Storage shares in Q3 2025, an estimated $214K.
  • Western Wealth Management first reported a position in Public Storage in Q3 2024 and held it in 4 quarters.
  • Western Wealth Management's Public Storage position peaked at $259K in Q3 2024.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Western Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.