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Beacon Pointe Advisors’s Public Storage PSA Stock Holding History

Beacon Pointe 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 		$2.9M Buy
10,717
+877
+9% +$251K 0.02% 628
2025
Q4 		$2.55M Buy
9,840
+655
+7% +$183K 0.02% 539
2025
Q3 		$2.65M Sell
9,185
-924
-9% -$265K 0.02% 482
2025
Q2 		$2.97M Sell
10,109
-252
-2% -$74.6K 0.03% 410
2025
Q1 		$3.1M Buy
10,361
+117
+1% +$35K 0.03% 374
2024
Q4 		$3.07M Sell
10,244
-324
-3% -$108K 0.03% 361
2024
Q3 		$3.85M Sell
10,568
-247
-2% -$80.2K 0.04% 342
2024
Q2 		$3.11M Buy
10,815
+460
+4% +$127K 0.04% 382
2024
Q1 		$3M Sell
10,355
-1,084
-9% -$311K 0.03% 403
2023
Q4 		$3.49M Buy
11,439
+69
+0.6% +$18.3K 0.04% 362
2023
Q3 		$3M Buy
11,370
+7,480
+192% +$2.1M 0.04% 369
2023
Q2 		$1.14M Buy
+3,890
New +$1.13M 0.02% 502
2023
Q1 		– Sell
-3,785
Closed -$1.06M – 1191
2022
Q4 		$1.06M Sell
3,785
-64
-2% -$18.7K 0.02% 490
2022
Q3 		$1.13M Buy
3,849
+31
+0.8% +$10.1K 0.03% 438
2022
Q2 		$1.2M Sell
3,818
-426
-10% -$147K 0.03% 424
2022
Q1 		$1.66M Buy
+4,244
New +$1.54M 0.02% 489

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

Beacon Pointe Advisors's PSA Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Public Storage (PSA) stake by 8.9% in Q1 2026, buying an estimated $251K and bringing the position to 10,717 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #628.

Beacon Pointe Advisors first reported a position in PSA in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.85M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Beacon Pointe Advisors held 10,717 shares of Public Storage worth $2.9M as of Q1 2026.
  • Beacon Pointe Advisors bought 877 Public Storage shares in Q1 2026, an estimated $251K.
  • Public Storage made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #628 holding.
  • Beacon Pointe Advisors first reported a position in Public Storage in Q1 2022 and has held it in 16 quarters since.
  • Beacon Pointe Advisors's Public Storage position peaked at $3.85M in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.