Atticus Wealth Management
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Atticus Wealth Management’s Public Storage PSA Stock Holding History

Atticus Wealth Management’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 		$263K Buy
928
+72
+8% +$22.5K 0.06% 167
2026
Q2 		$273K Buy
856
+3
+0.4% +$918 0.06% 162
2026
Q1 		$231K Sell
853
-327
-28% -$93.8K 0.06% 170
2025
Q4 		$306K Sell
1,180
-167
-12% -$46.7K 0.08% 156
2025
Q3 		$389K Buy
1,347
+73
+6% +$21K 0.1% 132
2025
Q2 		$374K Buy
1,274
+134
+12% +$39.7K 0.1% 108
2025
Q1 		$341K Buy
1,140
+324
+40% +$96.9K 0.11% 92
2024
Q4 		$244K Buy
816
+74
+10% +$24.6K 0.08% 105
2024
Q3 		$270K Buy
742
+124
+20% +$40.3K 0.09% 106
2024
Q2 		$178K Buy
618
+246
+66% +$67.8K 0.06% 121
2024
Q1 		$108K Buy
372
+366
+6,100% +$105K 0.04% 163
2023
Q4 		$1.83K Hold
6
– – ﹤0.01% 489
2023
Q3 		$1.58K Sell
6
-6
-50% -$1.68K ﹤0.01% 516
2023
Q2 		$3.5K Hold
12
– – ﹤0.01% 464
2023
Q1 		$3.63K Hold
12
– – ﹤0.01% 449
2022
Q4 		$3.36K Buy
+12
New +$3.5K ﹤0.01% 439

Other funds holding PSA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Atticus Wealth Management's PSA Position: Q3 2026 in Review

Atticus Wealth Management increased its Public Storage (PSA) stake by 8.4% in Q3 2026, buying an estimated $22.5K and bringing the position to 928 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #167.

Atticus Wealth Management first reported a position in PSA in Q4 2022 and has held it in 16 quarters since. The position peaked at $389K in Q3 2025. 636 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Atticus Wealth Management held 928 shares of Public Storage worth $263K as of Q3 2026.
  • Atticus Wealth Management bought 72 Public Storage shares in Q3 2026, an estimated $22.5K.
  • Public Storage made up 0.06% of Atticus Wealth Management's portfolio in Q3 2026, its #167 holding.
  • Atticus Wealth Management first reported a position in Public Storage in Q4 2022 and has held it in 16 quarters since.
  • Atticus Wealth Management's Public Storage position peaked at $389K in Q3 2025.
  • 636 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.