4Wealth Advisors
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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
Q3 		– Sell
-868
Closed -$282K – 161
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

4Wealth Advisors's PSA Position: Q3 2026 in Review

4Wealth Advisors sold out of Public Storage (PSA) in Q3 2026, closing a stake of 868 shares — an estimated $282K sold.

4Wealth Advisors first reported a position in PSA in Q4 2024 and held it in 7 quarters. The position peaked at $345K in Q1 2026. 593 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • 4Wealth Advisors reported no remaining Public Storage position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 868 Public Storage shares in Q3 2026, an estimated $282K.
  • 4Wealth Advisors first reported a position in Public Storage in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's Public Storage position peaked at $345K in Q1 2026.
  • 593 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.