Aprio Wealth Management
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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
Q3 		$716K Buy
2,532
+380
+18% +$119K 0.03% 326
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

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

Aprio Wealth Management increased its Public Storage (PSA) stake by 18% in Q3 2026, buying an estimated $119K and bringing the position to 2,532 shares worth $716K. The position accounts for 0.03% of the portfolio, ranked #326.

Aprio Wealth Management first reported a position in PSA in Q2 2025 and has held it in 5 quarters since. 641 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Aprio Wealth Management held 2,532 shares of Public Storage worth $716K as of Q3 2026.
  • Aprio Wealth Management bought 380 Public Storage shares in Q3 2026, an estimated $119K.
  • Public Storage made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #326 holding.
  • Aprio Wealth Management first reported a position in Public Storage in Q2 2025 and has held it in 5 quarters since.
  • 641 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.