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Addison Advisors’s Public Storage PSA Stock Holding History

Addison 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 		– Sell
-37
Closed -$10K – 923
2026
Q1 		$10K Hold
37
– – ﹤0.01% 661
2025
Q4 		$9.6K Sell
37
-7
-16% -$1.96K ﹤0.01% 632
2025
Q3 		$12.7K Sell
44
-16
-27% -$4.59K ﹤0.01% 601
2025
Q2 		$17.6K Buy
60
+28
+88% +$8.29K ﹤0.01% 555
2025
Q1 		$9.58K Hold
32
– – ﹤0.01% 588
2024
Q4 		$9.58K Hold
32
– – ﹤0.01% 596
2024
Q3 		$11.6K Hold
32
– – ﹤0.01% 574
2024
Q2 		$9.21K Buy
+32
New +$8.82K ﹤0.01% 573
2023
Q1 		– Sell
-2
Closed -$560 – 752
2022
Q4 		$560 Hold
2
– – ﹤0.01% 669
2022
Q3 		$1K Hold
2
– – ﹤0.01% 642
2022
Q2 		$1K Hold
2
– – ﹤0.01% 637
2022
Q1 		$1K Hold
2
– – ﹤0.01% 664
2021
Q4 		$1K Buy
+2
New +$668 ﹤0.01% 621

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Addison Advisors's PSA Position: Q2 2026 in Review

Addison Advisors sold out of Public Storage (PSA) in Q2 2026, closing a stake of 37 shares — an estimated $10K sold.

Addison Advisors first reported a position in PSA in Q4 2021 and held it in 13 quarters. The position peaked at $17.6K in Q2 2025. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Addison Advisors reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 37 Public Storage shares in Q2 2026, an estimated $10K.
  • Addison Advisors first reported a position in Public Storage in Q4 2021 and held it in 13 quarters.
  • Addison Advisors's Public Storage position peaked at $17.6K in Q2 2025.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.