Aventura Private Wealth’s Public Storage PSA Stock Holding History

Aventura Private Wealth’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	$1.91K	Buy	6 +5	+500%	+$1.53K	﹤0.01%	833
2026 Q1	$271	Hold	1	–	–	﹤0.01%	875
2025 Q4	$260	Hold	1	–	–	﹤0.01%	827
2025 Q3	$289	Hold	1	–	–	﹤0.01%	777
2025 Q2	$293	Hold	1	–	–	﹤0.01%	745
2025 Q1	$299	Hold	1	–	–	﹤0.01%	750
2024 Q4	$299	Buy	+1	New	+$332	﹤0.01%	718

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

Aventura Private Wealth's PSA Position: Q2 2026 in Review

Aventura Private Wealth increased its Public Storage (PSA) stake by 500% in Q2 2026, buying an estimated $1.53K and bringing the position to 6 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Aventura Private Wealth first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Aventura Private Wealth held 6 shares of Public Storage worth $1.91K as of Q2 2026.
Aventura Private Wealth bought 5 Public Storage shares in Q2 2026, an estimated $1.53K.
Public Storage made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #833 holding.
Aventura Private Wealth first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.