Ascent Wealth Partners’s Public Storage PSA Stock Holding History

Ascent Wealth Partners’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	$1.16M	Buy	4,102 +72	+2%	+$22.5K	0.11%	118
2026 Q2	$1.28M	Buy	4,030 +118	+3%	+$36.1K	0.13%	113
2026 Q1	$1.06M	Buy	3,912 +259	+7%	+$74.3K	0.12%	116
2025 Q4	$948K	Sell	3,653 -120	-3%	-$33.6K	0.11%	116
2025 Q3	$1.09M	Sell	3,773 -185	-5%	-$53.1K	0.13%	116
2025 Q2	$1.16M	Buy	+3,958	New	+$1.17M	0.14%	114
2023 Q3	–	Sell	-4,898	Closed	-$1.38M	–	170
2023 Q2	$1.38M	Buy	4,898 +281	+6%	+$81.9K	0.24%	86
2023 Q1	$1.39M	Buy	4,617 +148	+3%	+$43.5K	0.28%	77
2022 Q4	$1.25M	Buy	4,469 +527	+13%	+$154K	0.27%	81
2022 Q3	$1.15M	Sell	3,942 -3,026	-43%	-$984K	0.27%	79
2022 Q2	$1.58M	Buy	+6,968	New	+$2.41M	0.36%	68

Other funds holding PSA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ascent Wealth Partners's PSA Position: Q3 2026 in Review

Ascent Wealth Partners increased its Public Storage (PSA) stake by 1.8% in Q3 2026, buying an estimated $22.5K and bringing the position to 4,102 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #118.

Ascent Wealth Partners first reported a position in PSA in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.58M in Q2 2022. 473 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Ascent Wealth Partners held 4,102 shares of Public Storage worth $1.16M as of Q3 2026.
Ascent Wealth Partners bought 72 Public Storage shares in Q3 2026, an estimated $22.5K.
Public Storage made up 0.11% of Ascent Wealth Partners's portfolio in Q3 2026, its #118 holding.
Ascent Wealth Partners first reported a position in Public Storage in Q2 2022 and has held it in 11 quarters since.
Ascent Wealth Partners's Public Storage position peaked at $1.58M in Q2 2022.
473 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.