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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
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 $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Allen Wealth Management's PSA Position: Q2 2026 in Review

Allen Wealth Management reduced its Public Storage (PSA) stake by 3.9% in Q2 2026, selling an estimated $77.1K and leaving 6,165 shares worth $1.96M. The position accounts for 0.96% of the portfolio, ranked #22.

Allen Wealth Management first reported a position in PSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q3 2024. 426 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Allen Wealth Management held 6,165 shares of Public Storage worth $1.96M as of Q2 2026.
  • Allen Wealth Management sold 252 Public Storage shares in Q2 2026, an estimated $77.1K.
  • Public Storage made up 0.96% of Allen Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Allen Wealth Management first reported a position in Public Storage in Q4 2023 and has held it in 11 quarters since.
  • Allen Wealth Management's Public Storage position peaked at $2.08M in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.