WFA of San Diego’s Public Storage PSA Stock Holding History

WFA of San Diego’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 Q4	–	Sell	-38	Closed	-$11K	–	416
2025 Q3	$11K	Hold	38	–	–	0.01%	320
2025 Q2	$11.2K	Buy	+38	New	+$11.2K	0.01%	312
2024 Q3	$13.8K	Hold	38	–	–	0.01%	264
2024 Q2	$10.9K	Buy	+38	New	+$10.5K	0.01%	272
2023 Q3	$60.6K	Hold	230	–	–	0.06%	152
2023 Q2	$67.1K	Buy	+230	New	+$67K	0.07%	145
2023 Q1	–	Sell	-230	Closed	-$64.4K	–	331
2022 Q4	$64.4K	Buy	+230	New	+$67.1K	0.05%	172
2022 Q3	–	Sell	-230	Closed	-$72K	–	321
2022 Q2	$72K	Buy	+230	New	+$79.6K	0.06%	144
2021 Q1	–	Sell	-230	Closed	-$230K	–	119
2020 Q4	$230K	Buy	+230	New	+$52.7K	0.06%	40
2020 Q3	–	Sell	-4,599	Closed	-$1.02M	–	201
2020 Q2	$1.02M	Buy	+4,599	New	+$887K	0.24%	100

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

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WFA of San Diego's PSA Position: Q4 2025 in Review

WFA of San Diego sold out of Public Storage (PSA) in Q4 2025, closing a stake of 38 shares — an estimated $11K sold.

WFA of San Diego first reported a position in PSA in Q2 2020 and held it in 10 quarters. The position peaked at $1.02M in Q2 2020. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

WFA of San Diego reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
WFA of San Diego sold 38 Public Storage shares in Q4 2025, an estimated $11K.
WFA of San Diego first reported a position in Public Storage in Q2 2020 and held it in 10 quarters.
WFA of San Diego's Public Storage position peaked at $1.02M in Q2 2020.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on WFA of San Diego's 13F filing for Q4 2025, filed 17 Feb 2026.