AWA
PSA icon

Arkadios Wealth Advisors’s Public Storage PSA Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$377K Sell
1,393
-233
-14% -$66.8K 0.01% 1241
2025
Q4 		$422K Sell
1,626
-120
-7% -$33.6K 0.01% 1089
2025
Q3 		$504K Buy
1,746
+40
+2% +$11.5K 0.01% 931
2025
Q2 		$500K Sell
1,706
-9
-0.5% -$2.66K 0.01% 843
2025
Q1 		$513K Buy
1,715
+330
+24% +$98.7K 0.02% 697
2024
Q4 		$415K Sell
1,385
-24
-2% -$7.96K 0.02% 621
2024
Q3 		$513K Sell
1,409
-97
-6% -$31.5K 0.03% 531
2024
Q2 		$433K Buy
+1,506
New +$415K 0.03% 506
2023
Q4 		– Sell
-1,004
Closed -$265K – 754
2023
Q3 		$265K Buy
1,004
+18
+2% +$5.05K 0.03% 533
2023
Q2 		$288K Buy
986
+96
+11% +$28K 0.03% 458
2023
Q1 		$269K Buy
+890
New +$262K 0.03% 472
2022
Q2 		– Sell
-658
Closed -$257K – 591
2022
Q1 		$257K Sell
658
-150
-19% -$54.4K 0.03% 464
2021
Q4 		$303K Buy
808
+121
+18% +$40.4K 0.04% 451
2021
Q3 		$204K Buy
687
+235
+52% +$73.7K 0.03% 501
2021
Q2 		$136K Buy
452
+329
+267% +$92.3K 0.02% 639
2021
Q1 		$30K Buy
123
+97
+373% +$22.6K ﹤0.01% 845
2020
Q4 		$6K Sell
26
-244
-90% -$55.9K ﹤0.01% 1089
2020
Q3 		$63K Buy
270
+4
+2% +$817 0.03% 366
2020
Q2 		$51.6K Buy
+266
New +$51.3K 0.03% 368

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arkadios Wealth Advisors's PSA Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Public Storage (PSA) stake by 14% in Q1 2026, selling an estimated $66.8K and leaving 1,393 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #1241.

Arkadios Wealth Advisors first reported a position in PSA in Q2 2020 and has held it in 19 quarters since. The position peaked at $513K in Q1 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Arkadios Wealth Advisors held 1,393 shares of Public Storage worth $377K as of Q1 2026.
  • Arkadios Wealth Advisors sold 233 Public Storage shares in Q1 2026, an estimated $66.8K.
  • Public Storage made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1241 holding.
  • Arkadios Wealth Advisors first reported a position in Public Storage in Q2 2020 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's Public Storage position peaked at $513K in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.