STACKSTONE WEALTH, LLC’s Public Storage PSA Stock Holding History

STACKSTONE WEALTH, 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
2026 Q3	$3.05M	Buy	+10,779	New	+$3.37M	0.3%	86

Other funds holding PSA

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

STACKSTONE WEALTH, LLC's PSA Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Public Storage (PSA) in Q3 2026: 10,779 shares worth $3.05M. The stake represents 0.3% of the portfolio and ranks #86 among its holdings.

174 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

STACKSTONE WEALTH, LLC held 10,779 shares of Public Storage worth $3.05M as of Q3 2026.
Public Storage was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Public Storage made up 0.3% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #86 holding.
174 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.