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Axxcess Wealth Management’s Public Storage PSA Stock Holding History

Axxcess 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
Q2 		$981K Buy
3,082
+63
+2% +$19.3K 0.02% 536
2026
Q1 		$818K Buy
3,019
+75
+3% +$21.5K 0.03% 255
2025
Q4 		$764K Buy
2,944
+618
+27% +$173K 0.01% 567
2025
Q3 		$672K Sell
2,326
-401
-15% -$115K 0.01% 547
2025
Q2 		$800K Buy
2,727
+736
+37% +$218K 0.02% 483
2025
Q1 		$596K Buy
1,991
+307
+18% +$91.8K 0.02% 509
2024
Q4 		$504K Sell
1,684
-25
-1% -$8.3K 0.01% 544
2024
Q3 		$622K Buy
1,709
+693
+68% +$225K 0.02% 501
2024
Q2 		$292K Sell
1,016
-897
-47% -$247K 0.01% 659
2024
Q1 		$555K Buy
1,913
+729
+62% +$209K 0.02% 516
2023
Q4 		$361K Buy
1,184
+383
+48% +$102K 0.01% 594
2023
Q3 		$211K Buy
+801
New +$225K 0.01% 717
2022
Q1 		– Sell
-983
Closed -$368K – 689
2021
Q4 		$368K Buy
+983
New +$328K 0.03% 427

Other funds holding PSA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Axxcess Wealth Management's PSA Position: Q2 2026 in Review

Axxcess Wealth Management increased its Public Storage (PSA) stake by 2.1% in Q2 2026, buying an estimated $19.3K and bringing the position to 3,082 shares worth $981K. The position accounts for 0.02% of the portfolio, ranked #536.

Axxcess Wealth Management first reported a position in PSA in Q4 2021 and has held it in 13 quarters since. 573 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Axxcess Wealth Management held 3,082 shares of Public Storage worth $981K as of Q2 2026.
  • Axxcess Wealth Management bought 63 Public Storage shares in Q2 2026, an estimated $19.3K.
  • Public Storage made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #536 holding.
  • Axxcess Wealth Management first reported a position in Public Storage in Q4 2021 and has held it in 13 quarters since.
  • 573 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.