SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / PSA

Wellington Wealth Strategies, LLC.’s Public Storage Oper Co Position

Does Wellington Wealth Strategies, LLC. own Public Storage Oper Co (PSA)? Not currently — the last reported position was 1.4K shares worth $410,608 in Q2 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$410,608
Q2 2024
Shares
1.4K
% of Portfolio
+1.72%
Quarters Held
2
position exited

Position History PSA

Reported value by quarter
Q4 ’23: $364,703Q4 ’23Q2 ’24: $410,608Q2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20241.4K$410,608+1.72%
Q4 20231.2K$364,703+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of PSA.