Wintrust Investments’s Public Storage PSA Stock Holding History

Wintrust Investments’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 Q4	–	Sell	-56	Closed	-$20K	–	495
2024 Q3	$20K	Buy	+56	New	+$18.2K	0.01%	484
2024 Q1	–	Sell	-700	Closed	-$214K	–	482
2023 Q4	$214K	Buy	+700	New	+$186K	0.02%	415
2023 Q3	–	Sell	-693	Closed	-$202K	–	428
2023 Q2	$202K	Buy	+693	New	+$202K	0.02%	410
2022 Q2	–	Sell	-597	Closed	-$233K	–	405
2022 Q1	$233K	Buy	597 +3	+0.5%	+$1.09K	0.02%	366
2021 Q4	$223K	Buy	+594	New	+$198K	0.02%	388

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wintrust Investments's PSA Position: Q4 2024 in Review

Wintrust Investments sold out of Public Storage (PSA) in Q4 2024, closing a stake of 56 shares — an estimated $20K sold.

Wintrust Investments first reported a position in PSA in Q4 2021 and held it in 5 quarters. The position peaked at $233K in Q1 2022. 1,132 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Wintrust Investments reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 56 Public Storage shares in Q4 2024, an estimated $20K.
Wintrust Investments first reported a position in Public Storage in Q4 2021 and held it in 5 quarters.
Wintrust Investments's Public Storage position peaked at $233K in Q1 2022.
1,132 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.