4Wealth Advisors’s Public Storage PSA Stock Holding History

4Wealth Advisors’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 Q2	$282K	Sell	868 -432	-33%	-$132K	0.22%	116
2026 Q1	$345K	Buy	1,300 +130	+11%	+$37.3K	0.29%	105
2025 Q4	$304K	Buy	1,170 +80	+7%	+$22.4K	0.26%	121
2025 Q3	$315K	Buy	1,090 +81	+8%	+$23.2K	0.28%	110
2025 Q2	$296K	Sell	1,009 -15	-1%	-$4.44K	0.3%	110
2025 Q1	$306K	Buy	1,024 +69	+7%	+$20.6K	0.33%	102
2024 Q4	$286K	Buy	+955	New	+$317K	0.29%	118

Other funds holding PSA

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

4Wealth Advisors's PSA Position: Q2 2026 in Review

4Wealth Advisors reduced its Public Storage (PSA) stake by 33% in Q2 2026, selling an estimated $132K and leaving 868 shares worth $282K. The position accounts for 0.22% of the portfolio, ranked #116.

4Wealth Advisors first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q1 2026. 447 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

4Wealth Advisors held 868 shares of Public Storage worth $282K as of Q2 2026.
4Wealth Advisors sold 432 Public Storage shares in Q2 2026, an estimated $132K.
Public Storage made up 0.22% of 4Wealth Advisors's portfolio in Q2 2026, its #116 holding.
4Wealth Advisors first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's Public Storage position peaked at $345K in Q1 2026.
447 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.