AE Wealth Management’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 | $425K | Sell |
1,568
-204
| -12% | -$58.5K | ﹤0.01% | 1192 |
|
|
2025
Q4 | $460K | Buy |
1,772
+450
| +34% | +$126K | ﹤0.01% | 1094 |
|
|
2025
Q3 | $382K | Sell |
1,322
-308
| -19% | -$88.4K | ﹤0.01% | 1081 |
|
|
2025
Q2 | $478K | Buy |
1,630
+73
| +5% | +$21.6K | ﹤0.01% | 936 |
|
|
2025
Q1 | $466K | Sell |
1,557
-859
| -36% | -$257K | ﹤0.01% | 941 |
|
|
2024
Q4 | $723K | Sell |
2,416
-689
| -22% | -$229K | 0.01% | 789 |
|
|
2024
Q3 | $1.13M | Buy |
3,105
+40
| +1% | +$13K | 0.01% | 667 |
|
|
2024
Q2 | $882K | Buy |
3,065
+675
| +28% | +$186K | 0.01% | 733 |
|
|
2024
Q1 | $693K | Sell |
2,390
-13,220
| -85% | -$3.79M | 0.01% | 746 |
|
|
2023
Q4 | $4.53M | Sell |
15,610
-672
| -4% | -$178K | 0.02% | 631 |
|
|
2023
Q3 | $4.29M | Buy |
16,282
+93
| +0.6% | +$26.1K | 0.03% | 589 |
|
|
2023
Q2 | $4.73M | Buy |
16,189
+4,858
| +43% | +$1.42M | 0.03% | 550 |
|
|
2023
Q1 | $3.42M | Buy |
11,331
+872
| +8% | +$256K | 0.02% | 616 |
|
|
2022
Q4 | $2.93M | Buy |
10,459
+911
| +10% | +$266K | 0.02% | 621 |
|
|
2022
Q3 | $2.8M | Buy |
9,548
+1,613
| +20% | +$525K | 0.02% | 594 |
|
|
2022
Q2 | $2.48M | Buy |
7,935
+971
| +14% | +$336K | 0.02% | 598 |
|
|
2022
Q1 | $2.72M | Sell |
6,964
-49
| -0.7% | -$17.8K | 0.02% | 618 |
|
|
2021
Q4 | $2.63M | Buy |
7,013
+644
| +10% | +$215K | 0.02% | 616 |
|
|
2021
Q3 | $1.89M | Sell |
6,369
-5,532
| -46% | -$1.74M | 0.02% | 668 |
|
|
2021
Q2 | $3.58M | Buy |
11,901
+1,030
| +9% | +$289K | 0.03% | 465 |
|
|
2021
Q1 | $2.68M | Sell |
10,871
-706
| -6% | -$164K | 0.03% | 491 |
|
|
2020
Q4 | $2.67M | Buy |
11,577
+91
| +0.8% | +$20.9K | 0.03% | 411 |
|
|
2020
Q3 | $2.56M | Buy |
11,486
+3
| +0% | +$613 | 0.04% | 368 |
|
|
2020
Q2 | $2.2M | Buy |
11,483
+659
| +6% | +$127K | 0.03% | 381 |
|
|
2020
Q1 | $2.15M | Buy |
10,824
+688
| +7% | +$147K | 0.05% | 295 |
|
|
2019
Q4 | $2.16M | Buy |
10,136
+1,890
| +23% | +$419K | 0.05% | 327 |
|
|
2019
Q3 | $2.02M | Sell |
8,246
-393
| -5% | -$98.7K | 0.06% | 271 |
|
|
2019
Q2 | $2.06M | Buy |
8,639
+5,209
| +152% | +$1.19M | 0.06% | 238 |
|
|
2019
Q1 | $747K | Buy |
3,430
+1,128
| +49% | +$236K | 0.05% | 261 |
|
|
2018
Q4 | $466K | Sell |
2,302
-3,753
| -62% | -$766K | 0.08% | 258 |
|
|
2018
Q3 | $1.22M | Buy |
6,055
+3,396
| +128% | +$733K | 0.07% | 187 |
|
|
2018
Q2 | $603K | Buy |
2,659
+60
| +2% | +$12.5K | 0.04% | 237 |
|
|
2018
Q1 | $521K | Buy |
2,599
+787
| +43% | +$153K | 0.04% | 245 |
|
|
2017
Q4 | $379K | Buy |
1,812
+278
| +18% | +$58.8K | 0.03% | 273 |
|
|
2017
Q3 | $328K | Buy |
1,534
+345
| +29% | +$71.3K | 0.03% | 291 |
|
|
2017
Q2 | $248K | Buy |
+1,189
| New | +$256K | 0.03% | 324 |
|
Other funds holding PSA
VPM
VCM
AE Wealth Management's PSA Position: Q1 2026 in Review
AE Wealth Management reduced its Public Storage (PSA) stake by 12% in Q1 2026, selling an estimated $58.5K and leaving 1,568 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.
AE Wealth Management first reported a position in PSA in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.73M in Q2 2023. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.
- AE Wealth Management held 1,568 shares of Public Storage worth $425K as of Q1 2026.
- AE Wealth Management sold 204 Public Storage shares in Q1 2026, an estimated $58.5K.
- Public Storage made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1192 holding.
- AE Wealth Management first reported a position in Public Storage in Q2 2017 and has held it in 36 quarters since.
- AE Wealth Management's Public Storage position peaked at $4.73M in Q2 2023.
- 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.