Baker Tilly Wealth Management’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$882K Sell
2,770
-180
-6% -$55.1K 0.19% 103
2026
Q1
$799K Buy
2,950
+288
+11% +$82.6K 0.19% 110
2025
Q4
$691K Buy
2,662
+433
+19% +$121K 0.17% 126
2025
Q3
$644K Buy
2,229
+274
+14% +$78.6K 0.15% 128
2025
Q2
$573K Buy
1,955
+452
+30% +$134K 0.2% 109
2025
Q1
$450K Buy
1,503
+95
+7% +$28.4K 0.18% 126
2024
Q4
$422K Sell
1,408
-24
-2% -$7.96K 0.17% 139
2024
Q3
$521K Buy
1,432
+277
+24% +$89.9K 0.23% 112
2024
Q2
$332K Buy
1,155
+98
+9% +$27K 0.14% 180
2024
Q1
$307K Buy
1,057
+8
+0.8% +$2.29K 0.06% 339
2023
Q4
$320K Sell
1,049
-35
-3% -$9.29K 0.05% 374
2023
Q3
$286K Sell
1,084
-1,380
-56% -$387K 0.05% 378
2023
Q2
$719K Buy
+2,464
New +$718K 0.08% 264

Other funds holding PSA

Baker Tilly Wealth Management's PSA Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Public Storage (PSA) stake by 6.1% in Q2 2026, selling an estimated $55.1K and leaving 2,770 shares worth $882K. The position accounts for 0.19% of the portfolio, ranked #103.

Baker Tilly Wealth Management first reported a position in PSA in Q2 2023 and has held it in 13 quarters since. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Baker Tilly Wealth Management held 2,770 shares of Public Storage worth $882K as of Q2 2026.
  • Baker Tilly Wealth Management sold 180 Public Storage shares in Q2 2026, an estimated $55.1K.
  • Public Storage made up 0.19% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Baker Tilly Wealth Management first reported a position in Public Storage in Q2 2023 and has held it in 13 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.