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Atria Wealth Solutions’s Public Storage PSA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.15M Sell
3,921
-766
-16% -$227K 0.03% 591
2025
Q1 		$1.4M Sell
4,687
-445
-9% -$133K 0.02% 759
2024
Q4 		$1.54M Sell
5,132
-89
-2% -$29.5K 0.02% 742
2024
Q3 		$1.9M Sell
5,221
-183
-3% -$59.4K 0.02% 662
2024
Q2 		$1.55M Sell
5,404
-966
-15% -$266K 0.02% 721
2024
Q1 		$1.85M Buy
6,370
+791
+14% +$227K 0.02% 668
2023
Q4 		$1.7M Buy
5,579
+1,416
+34% +$376K 0.02% 660
2023
Q3 		$1.1M Sell
4,163
-824
-17% -$231K 0.02% 770
2023
Q2 		$1.46M Sell
4,987
-198
-4% -$57.7K 0.02% 689
2023
Q1 		$1.57M Sell
5,185
-458
-8% -$135K 0.02% 629
2022
Q4 		$1.58M Sell
5,643
-103
-2% -$30K 0.03% 597
2022
Q3 		$1.68M Buy
5,746
+2,496
+77% +$812K 0.03% 542
2022
Q2 		$1.02M Buy
3,250
+3
+0.1% +$1.04K 0.02% 690
2022
Q1 		$1.27M Buy
+3,247
New +$1.18M 0.02% 630

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Wealth Solutions's PSA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Public Storage (PSA) stake by 16% in Q2 2025, selling an estimated $227K and leaving 3,921 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #591.

Atria Wealth Solutions first reported a position in PSA in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.9M in Q3 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Atria Wealth Solutions held 3,921 shares of Public Storage worth $1.15M as of Q2 2025.
  • Atria Wealth Solutions sold 766 Public Storage shares in Q2 2025, an estimated $227K.
  • Public Storage made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #591 holding.
  • Atria Wealth Solutions first reported a position in Public Storage in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Public Storage position peaked at $1.9M in Q3 2024.
  • 1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.