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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atria Investments's PSA Position: Q1 2026 in Review

Atria Investments increased its Public Storage (PSA) stake by 28% in Q1 2026, buying an estimated $331K and bringing the position to 5,225 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #876.

Atria Investments first reported a position in PSA in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.16M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Atria Investments held 5,225 shares of Public Storage worth $1.42M as of Q1 2026.
Atria Investments bought 1,153 Public Storage shares in Q1 2026, an estimated $331K.
Public Storage made up 0.02% of Atria Investments's portfolio in Q1 2026, its #876 holding.
Atria Investments first reported a position in Public Storage in Q1 2022 and has held it in 13 quarters since.
Atria Investments's Public Storage position peaked at $2.16M in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.