Aprio Wealth Management’s Public Storage PSA Stock Holding History

Aprio 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	$685K	Buy	2,152 +600	+39%	+$184K	0.03%	312
2026 Q1	$421K	Buy	1,552 +737	+90%	+$211K	0.02%	403
2025 Q4	$212K	Buy	+815	New	+$228K	0.01%	512
2025 Q3	–	Sell	-804	Closed	-$236K	–	454
2025 Q2	$236K	Buy	+804	New	+$238K	0.03%	353

Other funds holding PSA

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Aprio Wealth Management increased its Public Storage (PSA) stake by 39% in Q2 2026, buying an estimated $184K and bringing the position to 2,152 shares worth $685K. The position accounts for 0.03% of the portfolio, ranked #312.

Aprio Wealth Management first reported a position in PSA in Q2 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Aprio Wealth Management held 2,152 shares of Public Storage worth $685K as of Q2 2026.
Aprio Wealth Management bought 600 Public Storage shares in Q2 2026, an estimated $184K.
Public Storage made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #312 holding.
Aprio Wealth Management first reported a position in Public Storage in Q2 2025 and has held it in 4 quarters since.
290 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

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