Whalen Wealth Management’s Public Storage PSA Stock Holding History

Whalen 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
2024 Q1	–	Sell	-2,296	Closed	-$700K	–	149
2023 Q4	$700K	Buy	+2,296	New	+$609K	0.63%	39

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Whalen Wealth Management's PSA Position: Q1 2024 in Review

Whalen Wealth Management sold out of Public Storage (PSA) in Q1 2024, closing a stake of 2,296 shares — an estimated $700K sold.

Whalen Wealth Management first reported a position in PSA in Q4 2023 and held it in 1 quarter. The position peaked at $700K in Q4 2023. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Whalen Wealth Management reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Whalen Wealth Management sold 2,296 Public Storage shares in Q1 2024, an estimated $700K.
Whalen Wealth Management first reported a position in Public Storage in Q4 2023 and held it in 1 quarter.
Whalen Wealth Management's Public Storage position peaked at $700K in Q4 2023.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.