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Aegis Wealth Management (Iowa)’s Public Storage PSA Stock Holding History

Aegis Wealth Management (Iowa)’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 		$427K Sell
1,341
-23
-2% -$7.04K 0.28% 69
2026
Q1 		$369K Sell
1,364
-9
-0.7% -$2.58K 0.29% 69
2025
Q4 		$356K Buy
+1,373
New +$384K 0.28% 68

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

Aegis Wealth Management (Iowa)'s PSA Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) reduced its Public Storage (PSA) stake by 1.7% in Q2 2026, selling an estimated $7.04K and leaving 1,341 shares worth $427K. The position accounts for 0.28% of the portfolio, ranked #69.

Aegis Wealth Management (Iowa) first reported a position in PSA in Q4 2025 and has held it in 3 quarters since. 1,119 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 1,341 shares of Public Storage worth $427K as of Q2 2026.
  • Aegis Wealth Management (Iowa) sold 23 Public Storage shares in Q2 2026, an estimated $7.04K.
  • Public Storage made up 0.28% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #69 holding.
  • Aegis Wealth Management (Iowa) first reported a position in Public Storage in Q4 2025 and has held it in 3 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.