Avantax Planning Partners’s Public Storage PSA Stock Holding History

Avantax Planning Partners’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	$224K	Buy	+705	New	+$216K	0.01%	423
2025 Q4	–	Sell	-760	Closed	-$220K	–	458
2025 Q3	$220K	Sell	760 -49	-6%	-$14.1K	0.01%	403
2025 Q2	$237K	Sell	809 -101	-11%	-$29.9K	0.01%	403
2025 Q1	$272K	Buy	910 +46	+5%	+$13.8K	0.01%	356
2024 Q4	$259K	Hold	864	–	–	0.01%	362
2024 Q3	$314K	Sell	864 -3	-0.3%	-$974	0.01%	324
2024 Q2	$249K	Buy	867 +6	+0.7%	+$1.66K	0.01%	397
2024 Q1	$250K	Buy	+861	New	+$247K	0.01%	397
2022 Q3	–	Sell	-1,558	Closed	-$487K	–	361
2022 Q2	$487K	Sell	1,558 -85	-5%	-$29.4K	0.02%	218
2022 Q1	$641K	Buy	1,643 +25	+2%	+$9.07K	0.03%	205
2021 Q4	$606K	Hold	1,618	–	–	0.02%	199
2021 Q3	$481K	Hold	1,618	–	–	0.02%	204
2021 Q2	$487K	Buy	+1,618	New	+$454K	0.02%	199
2018 Q2	–	Sell	-20	Closed	-$4K	–	1162
2018 Q1	$4K	Buy	+20	New	+$3.9K	﹤0.01%	1438

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 $3.37T AUM 44.26% 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

Avantax Planning Partners's PSA Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Public Storage (PSA) in Q2 2026: 705 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in PSA as recently as Q3 2025.

Avantax Planning Partners first reported a position in PSA in Q1 2018 and has held it in 14 quarters since. The position peaked at $641K in Q1 2022. 1,119 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Avantax Planning Partners held 705 shares of Public Storage worth $224K as of Q2 2026.
Public Storage was a new Avantax Planning Partners position in Q2 2026.
Public Storage made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #423 holding.
Avantax Planning Partners first reported a position in Public Storage in Q1 2018 and has held it in 14 quarters since.
Avantax Planning Partners's Public Storage position peaked at $641K in Q1 2022.
1,119 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.