AWE
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Avidian Wealth Enterprises’s Public Storage PSA Stock Holding History

Avidian Wealth Enterprises’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 		$936K Sell
3,309
-57
-2% -$17.8K 0.03% 344
2026
Q2 		$1.07M Buy
3,366
+88
+3% +$26.9K 0.03% 303
2026
Q1 		$888K Buy
3,278
+356
+12% +$102K 0.03% 306
2025
Q4 		$758K Buy
2,922
+29
+1% +$8.11K 0.03% 282
2025
Q3 		$836K Buy
2,893
+85
+3% +$24.4K 0.03% 249
2025
Q2 		$824K Buy
2,808
+3
+0.1% +$888 0.03% 235
2025
Q1 		$839K Sell
2,805
-594
-17% -$178K 0.04% 221
2024
Q4 		$1.02M Buy
3,399
+221
+7% +$73.3K 0.05% 185
2024
Q3 		$1.16M Buy
3,178
+81
+3% +$26.3K 0.05% 165
2024
Q2 		$891K Buy
3,097
+307
+11% +$84.7K 0.04% 200
2024
Q1 		$809K Buy
2,790
+251
+10% +$71.9K 0.04% 192
2023
Q4 		$774K Buy
2,539
+1,284
+102% +$341K 0.05% 192
2023
Q3 		$331K Buy
1,255
+112
+10% +$31.4K 0.02% 314
2023
Q2 		$334K Buy
1,143
+143
+14% +$41.7K 0.02% 324
2023
Q1 		$302K Buy
1,000
+11
+1% +$3.23K 0.02% 379
2022
Q4 		$277K Buy
989
+50
+5% +$14.6K 0.02% 373
2022
Q3 		$275K Buy
939
+125
+15% +$40.7K 0.02% 338
2022
Q2 		$254K Buy
814
+7
+0.9% +$2.42K 0.02% 382
2022
Q1 		$315K Buy
807
+13
+2% +$4.72K 0.02% 375
2021
Q4 		$298K Buy
+794
New +$265K 0.02% 403

Other funds holding PSA

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Avidian Wealth Enterprises's PSA Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Public Storage (PSA) stake by 1.7% in Q3 2026, selling an estimated $17.8K and leaving 3,309 shares worth $936K. The position accounts for 0.03% of the portfolio, ranked #344.

Avidian Wealth Enterprises first reported a position in PSA in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.16M in Q3 2024. 32 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Avidian Wealth Enterprises held 3,309 shares of Public Storage worth $936K as of Q3 2026.
  • Avidian Wealth Enterprises sold 57 Public Storage shares in Q3 2026, an estimated $17.8K.
  • Public Storage made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #344 holding.
  • Avidian Wealth Enterprises first reported a position in Public Storage in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's Public Storage position peaked at $1.16M in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.