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B. Riley Wealth Advisors’s Public Storage PSA Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-863
Closed -$224K – 1067
2025
Q4 		$224K Buy
+863
New +$241K 0.01% 821
2024
Q4 		$424K Sell
1,415
-341
-19% -$113K 0.01% 753
2024
Q3 		$632K Sell
1,756
-489
-22% -$159K 0.02% 659
2024
Q2 		$646K Sell
2,245
-394
-15% -$109K 0.02% 696
2024
Q1 		$695K Buy
2,639
+421
+19% +$121K 0.02% 643
2023
Q4 		$676K Sell
2,218
-421
-16% -$112K 0.02% 676
2023
Q3 		$695K Sell
2,639
-184
-7% -$51.6K 0.02% 643
2023
Q2 		$824K Sell
2,823
-154
-5% -$44.9K 0.02% 634
2023
Q1 		$899K Sell
2,977
-51
-2% -$15K 0.02% 571
2022
Q4 		$848K Buy
3,028
+718
+31% +$209K 0.02% 593
2022
Q3 		$676K Buy
2,310
+640
+38% +$208K 0.02% 646
2022
Q2 		$522K Buy
1,670
+50
+3% +$17.3K 0.02% 640
2022
Q1 		$632K Buy
1,620
+80
+5% +$29K 0.02% 632
2021
Q4 		$577K Buy
1,540
+90
+6% +$30.1K 0.02% 738
2021
Q3 		$431K Buy
+1,450
New +$455K 0.01% 853
2016
Q2 		– Sell
-1,396
Closed -$385K – 643
2016
Q1 		$385K Buy
1,396
+296
+27% +$74.7K 0.09% 283
2015
Q4 		$273K Buy
+1,100
New +$258K 0.06% 397
2015
Q1 		– Sell
-982
Closed -$182 – 1628
2014
Q4 		$182 Buy
+982
New +$178K ﹤0.01% 1422
2014
Q3 		– Sell
-1,000
Closed -$171K – 1579
2014
Q2 		$171K Buy
+1,000
New +$171K 0.04% 503
2013
Q4 		– Sell
-1,145
Closed -$184K – 711
2013
Q3 		$184K Sell
1,145
-127
-10% -$20.1K 0.06% 361
2013
Q2 		$195K Buy
+1,272
New +$200K 0.07% 329

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Advisors's PSA Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Public Storage (PSA) in Q1 2026, closing a stake of 863 shares — an estimated $224K sold.

B. Riley Wealth Advisors first reported a position in PSA in Q2 2013 and held it in 21 quarters. The position peaked at $899K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 863 Public Storage shares in Q1 2026, an estimated $224K.
  • B. Riley Wealth Advisors first reported a position in Public Storage in Q2 2013 and held it in 21 quarters.
  • B. Riley Wealth Advisors's Public Storage position peaked at $899K in Q1 2023.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.