Atria Investments’s Public Storage PSA Stock Holding History

Atria Investments’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	$1.74M	Buy	5,457 +232	+4%	+$71K	0.02%	830
2026 Q1	$1.42M	Buy	5,225 +1,153	+28%	+$331K	0.02%	876
2025 Q4	$1.06M	Sell	4,072 -994	-20%	-$278K	0.01%	1030
2025 Q3	$1.46M	Sell	5,066 -132	-3%	-$37.9K	0.02%	860
2025 Q2	$1.53M	Sell	5,198 -49	-0.9%	-$14.5K	0.02%	842
2025 Q1	$1.57M	Buy	5,247 +121	+2%	+$36.2K	0.02%	805
2024 Q4	$1.53M	Sell	5,126 -813	-14%	-$270K	0.02%	795
2024 Q3	$2.16M	Sell	5,939 -15	-0.3%	-$4.87K	0.03%	638
2024 Q2	$1.71M	Buy	5,954 +222	+4%	+$61.2K	0.02%	703
2024 Q1	$1.66M	Buy	5,732 +61	+1%	+$17.5K	0.02%	733
2023 Q4	$1.73M	Sell	5,671 -628	-10%	-$167K	0.03%	651
2023 Q3	$1.66M	Buy	6,299 +462	+8%	+$130K	0.03%	645
2023 Q2	$1.7M	Buy	+5,837	New	+$1.7M	0.03%	611
2022 Q2	–	Sell	-3,193	Closed	-$1.25M	–	850
2022 Q1	$1.25M	Buy	+3,193	New	+$1.16M	0.02%	755

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Investments's PSA Position: Q2 2026 in Review

Atria Investments increased its Public Storage (PSA) stake by 4.4% in Q2 2026, buying an estimated $71K and bringing the position to 5,457 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #830.

Atria Investments first reported a position in PSA in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.16M in Q3 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Atria Investments held 5,457 shares of Public Storage worth $1.74M as of Q2 2026.
Atria Investments bought 232 Public Storage shares in Q2 2026, an estimated $71K.
Public Storage made up 0.02% of Atria Investments's portfolio in Q2 2026, its #830 holding.
Atria Investments first reported a position in Public Storage in Q1 2022 and has held it in 14 quarters since.
Atria Investments's Public Storage position peaked at $2.16M in Q3 2024.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.