Biltmore Wealth Management’s Public Storage PSA Stock Holding History

Biltmore 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 Q2	$723K	Buy	2,271 +98	+5%	+$30K	0.23%	36
2026 Q1	$589K	Buy	2,173 +43	+2%	+$12.3K	0.21%	42
2025 Q4	$553K	Buy	2,130 +23	+1%	+$6.44K	0.21%	42
2025 Q3	$608K	Buy	2,107 +397	+23%	+$114K	0.23%	38
2025 Q2	$502K	Sell	1,710 -19	-1%	-$5.63K	0.2%	41
2025 Q1	$517K	Sell	1,729 -6	-0.3%	-$1.79K	0.22%	42
2024 Q4	$520K	Buy	1,735 +9	+0.5%	+$2.99K	0.22%	41
2024 Q3	$628K	Sell	1,726 -120	-7%	-$39K	0.26%	38
2024 Q2	$531K	Sell	1,846 -121	-6%	-$33.4K	0.23%	38
2024 Q1	$600K	Hold	1,967	–	–	0.29%	38
2023 Q4	$600K	Buy	1,967 +19	+1%	+$5.04K	0.29%	38
2023 Q3	$513K	Buy	1,948 +22	+1%	+$6.17K	0.25%	41
2023 Q2	$562K	Buy	1,926 +186	+11%	+$54.2K	0.24%	36
2023 Q1	$526K	Buy	1,740 +18	+1%	+$5.29K	0.21%	37
2022 Q4	$483K	Buy	+1,722	New	+$502K	0.21%	38

Other funds holding PSA

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Biltmore Wealth Management's PSA Position: Q2 2026 in Review

Biltmore Wealth Management increased its Public Storage (PSA) stake by 4.5% in Q2 2026, buying an estimated $30K and bringing the position to 2,271 shares worth $723K. The position accounts for 0.23% of the portfolio, ranked #36.

Biltmore Wealth Management first reported a position in PSA in Q4 2022 and has held it in 15 quarters since. 238 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Biltmore Wealth Management held 2,271 shares of Public Storage worth $723K as of Q2 2026.
Biltmore Wealth Management bought 98 Public Storage shares in Q2 2026, an estimated $30K.
Public Storage made up 0.23% of Biltmore Wealth Management's portfolio in Q2 2026, its #36 holding.
Biltmore Wealth Management first reported a position in Public Storage in Q4 2022 and has held it in 15 quarters since.
238 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.