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Advus Financial Partners, LLC’s Public Storage PSA Stock Holding History

Advus Financial Partners, LLC’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
Q2 		– Sell
-725
Closed -$217K – 263
2025
Q1 		$217K Buy
+725
New +$217K 0.06% 219
2024
Q4 		– Sell
-654
Closed -$238K – 235
2024
Q3 		$238K Buy
+654
New +$212K 0.07% 197
2022
Q2 		– Sell
-531
Closed -$207K – 138
2022
Q1 		$207K Buy
+531
New +$193K 0.11% 122

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advus Financial Partners, LLC's PSA Position: Q2 2025 in Review

Advus Financial Partners, LLC sold out of Public Storage (PSA) in Q2 2025, closing a stake of 725 shares — an estimated $217K sold.

Advus Financial Partners, LLC first reported a position in PSA in Q1 2022 and held it in 3 quarters. The position peaked at $238K in Q3 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Advus Financial Partners, LLC reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 725 Public Storage shares in Q2 2025, an estimated $217K.
  • Advus Financial Partners, LLC first reported a position in Public Storage in Q1 2022 and held it in 3 quarters.
  • Advus Financial Partners, LLC's Public Storage position peaked at $238K in Q3 2024.
  • 1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2025, filed 25 Aug 2026.