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

Baker Tilly 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
Q3 		$787K Buy
2,782
+12
+0.4% +$3.75K 0.15% 119
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

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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

Baker Tilly Wealth Management's PSA Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Public Storage (PSA) stake by 0.43% in Q3 2026, buying an estimated $3.75K and bringing the position to 2,782 shares worth $787K. The position accounts for 0.15% of the portfolio, ranked #119.

Baker Tilly Wealth Management first reported a position in PSA in Q2 2023 and has held it in 14 quarters since. The position peaked at $882K in Q2 2026. 32 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Baker Tilly Wealth Management held 2,782 shares of Public Storage worth $787K as of Q3 2026.
  • Baker Tilly Wealth Management bought 12 Public Storage shares in Q3 2026, an estimated $3.75K.
  • Public Storage made up 0.15% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #119 holding.
  • Baker Tilly Wealth Management first reported a position in Public Storage in Q2 2023 and has held it in 14 quarters since.
  • Baker Tilly Wealth Management's Public Storage position peaked at $882K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.