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AssuredPartners Investment Advisors’s Public Storage PSA Stock Holding History

AssuredPartners Investment 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
Q2 		$420K Buy
1,318
+391
+42% +$120K 0.04% 287
2026
Q1 		$260K Sell
927
-414
-31% -$119K 0.03% 343
2025
Q4 		$348K Buy
1,341
+344
+35% +$96.3K 0.05% 254
2025
Q3 		$288K Buy
+997
New +$286K 0.06% 213
2025
Q2 		– Sell
-1,187
Closed -$355K – 308
2025
Q1 		$355K Sell
1,187
-142
-11% -$42.5K 0.07% 247
2024
Q4 		$398K Buy
+1,329
New +$441K 0.08% 230

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssuredPartners Investment Advisors's PSA Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Public Storage (PSA) stake by 42% in Q2 2026, buying an estimated $120K and bringing the position to 1,318 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #287.

AssuredPartners Investment Advisors first reported a position in PSA in Q4 2024 and has held it in 6 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • AssuredPartners Investment Advisors held 1,318 shares of Public Storage worth $420K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 391 Public Storage shares in Q2 2026, an estimated $120K.
  • Public Storage made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #287 holding.
  • AssuredPartners Investment Advisors first reported a position in Public Storage in Q4 2024 and has held it in 6 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.