Beverly Hills Private Wealth’s Public Storage PSA Stock Holding History

Beverly Hills Private Wealth’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	$219K	Buy	+688	New	+$210K	0.04%	234
2025 Q3	–	Sell	-691	Closed	-$203K	–	359
2025 Q2	$203K	Sell	691 -87	-11%	-$25.8K	0.04%	324
2025 Q1	$233K	Hold	778	–	–	0.05%	313
2024 Q4	$233K	Buy	778 +7	+0.9%	+$2.32K	0.05%	301
2024 Q3	$280K	Hold	771	–	–	0.06%	282
2024 Q2	$222K	Sell	771 -1	-0.1%	-$276	0.05%	321
2024 Q1	$224K	Buy	772 +10	+1%	+$2.87K	0.05%	324
2023 Q4	$233K	Buy	+762	New	+$202K	0.06%	298
2023 Q3	–	Sell	-751	Closed	-$207K	–	321
2023 Q2	$207K	Sell	751 -10	-1%	-$2.91K	0.03%	305
2023 Q1	$230K	Buy	+761	New	+$224K	0.07%	251

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beverly Hills Private Wealth's PSA Position: Q2 2026 in Review

Beverly Hills Private Wealth opened a new position in Public Storage (PSA) in Q2 2026: 688 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #234 among its holdings. This is a return to the name: Beverly Hills Private Wealth previously reported a position in PSA as recently as Q2 2025.

Beverly Hills Private Wealth first reported a position in PSA in Q1 2023 and has held it in 10 quarters since. The position peaked at $280K in Q3 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Beverly Hills Private Wealth held 688 shares of Public Storage worth $219K as of Q2 2026.
Public Storage was a new Beverly Hills Private Wealth position in Q2 2026.
Public Storage made up 0.04% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #234 holding.
Beverly Hills Private Wealth first reported a position in Public Storage in Q1 2023 and has held it in 10 quarters since.
Beverly Hills Private Wealth's Public Storage position peaked at $280K in Q3 2024.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.