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Apella Capital’s Public Storage PSA Stock Holding History

Apella Capital’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 		$244K Buy
743
+69
+10% +$21.1K ﹤0.01% 627
2026
Q1 		$208K Buy
+674
New +$193K ﹤0.01% 639

Other funds holding PSA

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Apella Capital's PSA Position: Q2 2026 in Review

Apella Capital increased its Public Storage (PSA) stake by 10% in Q2 2026, buying an estimated $21.1K and bringing the position to 743 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Apella Capital first reported a position in PSA in Q1 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Apella Capital held 743 shares of Public Storage worth $244K as of Q2 2026.
  • Apella Capital bought 69 Public Storage shares in Q2 2026, an estimated $21.1K.
  • Public Storage made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #627 holding.
  • Apella Capital first reported a position in Public Storage in Q1 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.