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XML Financial’s Public Storage PSA Stock Holding History

XML Financial’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
2026
Q1 		$1.22M Sell
4,496
-1,630
-27% -$467K 0.1% 169
2025
Q4 		$1.59M Sell
6,126
-3,610
-37% -$1.01M 0.13% 142
2025
Q3 		$2.81M Buy
9,736
+783
+9% +$225K 0.23% 94
2025
Q2 		$2.63M Sell
8,953
-101
-1% -$29.9K 0.23% 94
2025
Q1 		$2.71M Buy
9,054
+357
+4% +$107K 0.25% 88
2024
Q4 		$2.6M Buy
8,697
+248
+3% +$82.3K 0.24% 94
2024
Q3 		$3.07M Buy
8,449
+113
+1% +$36.7K 0.29% 84
2024
Q2 		$2.4M Buy
8,336
+803
+11% +$221K 0.24% 101
2024
Q1 		$2.19M Buy
7,533
+2,113
+39% +$606K 0.22% 108
2023
Q4 		$1.65M Buy
5,420
+1,264
+30% +$335K 0.17% 123
2023
Q3 		$1.1M Buy
4,156
+112
+3% +$31.4K 0.13% 145
2023
Q2 		$1.18M Buy
+4,044
New +$1.18M 0.14% 143

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return