Allen Wealth Management
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Allen Wealth Management’s Public Storage PSA Stock Holding History

Allen Wealth Management’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 		$1.67M Sell
5,916
-249
-4% -$77.9K 0.82% 24
2026
Q2 		$1.96M Sell
6,165
-252
-4% -$77.1K 0.96% 22
2026
Q1 		$1.74M Buy
6,417
+537
+9% +$154K 0.87% 25
2025
Q4 		$1.53M Sell
5,880
-516
-8% -$144K 0.92% 24
2025
Q3 		$1.85M Sell
6,396
-23
-0.4% -$6.6K 1.25% 17
2025
Q2 		$1.88M Buy
6,419
+50
+0.8% +$14.8K 1.32% 16
2025
Q1 		$1.91M Buy
6,369
+201
+3% +$60.1K 1.31% 17
2024
Q4 		$1.85M Buy
6,168
+451
+8% +$150K 1.32% 14
2024
Q3 		$2.08M Buy
5,717
+295
+5% +$95.8K 1.44% 12
2024
Q2 		$1.56M Buy
5,422
+301
+6% +$83K 1.39% 17
2024
Q1 		$1.49M Buy
5,121
+229
+5% +$65.6K 1.31% 17
2023
Q4 		$1.49M Buy
+4,892
New +$1.3M 1.46% 18

Other funds holding PSA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Allen Wealth Management's PSA Position: Q3 2026 in Review

Allen Wealth Management reduced its Public Storage (PSA) stake by 4% in Q3 2026, selling an estimated $77.9K and leaving 5,916 shares worth $1.67M. The position accounts for 0.82% of the portfolio, ranked #24.

Allen Wealth Management first reported a position in PSA in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.08M in Q3 2024. 414 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Allen Wealth Management held 5,916 shares of Public Storage worth $1.67M as of Q3 2026.
  • Allen Wealth Management sold 249 Public Storage shares in Q3 2026, an estimated $77.9K.
  • Public Storage made up 0.82% of Allen Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Allen Wealth Management first reported a position in Public Storage in Q4 2023 and has held it in 12 quarters since.
  • Allen Wealth Management's Public Storage position peaked at $2.08M in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.