Advisornet Financial’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $165K | Hold |
608
| – | – | 0.01% | 665 |
|
|
2025
Q4 | $158K | Sell |
608
-39
| -6% | -$10.9K | 0.01% | 670 |
|
|
2025
Q3 | $187K | Buy |
647
+27
| +4% | +$7.75K | 0.01% | 615 |
|
|
2025
Q2 | $182K | Buy |
620
+1
| +0.2% | +$296 | 0.01% | 599 |
|
|
2025
Q1 | $185K | Buy |
619
+8
| +1% | +$2.39K | 0.01% | 562 |
|
|
2024
Q4 | $183K | Sell |
611
-418
| -41% | -$139K | 0.02% | 528 |
|
|
2024
Q3 | $374K | Buy |
1,029
+8
| +0.8% | +$2.6K | 0.03% | 384 |
|
|
2024
Q2 | $294K | Sell |
1,021
-118
| -10% | -$32.5K | 0.03% | 403 |
|
|
2024
Q1 | $330K | Hold |
1,139
| – | – | 0.03% | 375 |
|
|
2023
Q4 | $347K | Buy |
1,139
+35
| +3% | +$9.29K | 0.03% | 379 |
|
|
2023
Q3 | $291K | Sell |
1,104
-7
| -0.6% | -$1.96K | 0.03% | 387 |
|
|
2023
Q2 | $324K | Sell |
1,111
-1
| -0.1% | -$291 | 0.03% | 384 |
|
|
2023
Q1 | $336K | Sell |
1,112
-9
| -0.8% | -$2.65K | 0.03% | 363 |
|
|
2022
Q4 | $314K | Sell |
1,121
-56
| -5% | -$16.3K | 0.03% | 384 |
|
|
2022
Q3 | $345K | Buy |
1,177
+9
| +0.8% | +$2.93K | 0.03% | 392 |
|
|
2022
Q2 | $365K | Buy |
1,168
+43
| +4% | +$14.9K | 0.04% | 375 |
|
|
2022
Q1 | $439K | Buy |
1,125
+12
| +1% | +$4.36K | 0.03% | 392 |
|
|
2021
Q4 | $417K | Buy |
1,113
+29
| +3% | +$9.69K | 0.03% | 431 |
|
|
2021
Q3 | $322K | Hold |
1,084
| – | – | 0.02% | 450 |
|
|
2021
Q2 | $326K | Hold |
1,084
| – | – | 0.02% | 463 |
|
|
2021
Q1 | $267K | Hold |
1,084
| – | – | 0.02% | 482 |
|
|
2020
Q4 | $250K | Sell |
1,084
-649
| -37% | -$149K | 0.02% | 448 |
|
|
2020
Q3 | $386K | Hold |
1,733
| – | – | 0.03% | 375 |
|
|
2020
Q2 | $333K | Hold |
1,733
| – | – | 0.03% | 413 |
|
|
2020
Q1 | $344K | Sell |
1,733
-23
| -1% | -$4.93K | 0.03% | 377 |
|
|
2019
Q4 | $374K | Sell |
1,756
-21
| -1% | -$4.66K | 0.03% | 381 |
|
|
2019
Q3 | $436K | Buy |
1,777
+485
| +38% | +$122K | 0.04% | 354 |
|
|
2019
Q2 | $308K | Buy |
1,292
+113
| +10% | +$25.9K | 0.03% | 388 |
|
|
2019
Q1 | $257K | Sell |
1,179
-21
| -2% | -$4.39K | 0.03% | 387 |
|
|
2018
Q4 | $243K | Buy |
1,200
+442
| +58% | +$90.2K | 0.03% | 370 |
|
|
2018
Q3 | $153K | Sell |
758
-683
| -47% | -$147K | 0.02% | 461 |
|
|
2018
Q2 | $327K | Buy |
+1,441
| New | +$300K | 0.04% | 306 |
|
Other funds holding PSA
VPM
VCM
Advisornet Financial's PSA Position: Q1 2026 in Review
Advisornet Financial held its Public Storage (PSA) position steady in Q1 2026 at 608 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #665.
Advisornet Financial first reported a position in PSA in Q2 2018 and has held it in 32 quarters since. The position peaked at $439K in Q1 2022. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.
- Advisornet Financial held 608 shares of Public Storage worth $165K as of Q1 2026.
- Advisornet Financial left its Public Storage share count unchanged in Q1 2026.
- Public Storage made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #665 holding.
- Advisornet Financial first reported a position in Public Storage in Q2 2018 and has held it in 32 quarters since.
- Advisornet Financial's Public Storage position peaked at $439K in Q1 2022.
- 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.