Byrne Asset Management’s Public Storage PSA Stock Holding History

Byrne Asset 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	$78.7K	Hold	277	–	–	0.04%	246
2026 Q2	$88.2K	Hold	277	–	–	0.05%	251
2026 Q1	$75K	Hold	277	–	–	0.04%	249
2025 Q4	$71.9K	Buy	+277	New	+$77.5K	0.04%	253
2025 Q3	–	Hold	0	–	–	–	155
2025 Q2	–	Sell	-657	Closed	-$194K	–	117
2025 Q1	$197K	Hold	657	–	–	0.15%	112
2024 Q4	$197K	Buy	657 +175	+36%	+$58.1K	0.14%	108
2024 Q3	$175K	Buy	+482	New	+$156K	0.12%	121
2024 Q2	–	Sell	-557	Closed	-$154K	–	130
2024 Q1	$162K	Sell	557 -250	-31%	-$71.7K	0.11%	125
2023 Q4	$246K	Hold	807	–	–	0.19%	102
2023 Q3	$213K	Hold	807	–	–	0.18%	103
2023 Q2	$236K	Buy	807 +725	+884%	+$211K	0.15%	134
2023 Q1	$25K	Hold	82	–	–	0.02%	290
2022 Q4	$23K	Sell	82 -15	-15%	-$4.37K	0.02%	305
2022 Q3	$28K	Sell	97 -5	-5%	-$1.63K	0.02%	255
2022 Q2	$32K	Hold	102	–	–	0.02%	230
2022 Q1	$40K	Hold	102	–	–	0.02%	228
2021 Q4	$38K	Buy	+102	New	+$34.1K	0.02%	234

Other funds holding PSA

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

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

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

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Byrne Asset Management's PSA Position: Q3 2026 in Review

Byrne Asset Management held its Public Storage (PSA) position steady in Q3 2026 at 277 shares worth $78.7K. The position accounts for 0.04% of the portfolio, ranked #246.

Byrne Asset Management first reported a position in PSA in Q4 2021 and has held it in 17 quarters since. The position peaked at $246K in Q4 2023. 32 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Byrne Asset Management held 277 shares of Public Storage worth $78.7K as of Q3 2026.
Byrne Asset Management left its Public Storage share count unchanged in Q3 2026.
Public Storage made up 0.04% of Byrne Asset Management's portfolio in Q3 2026, its #246 holding.
Byrne Asset Management first reported a position in Public Storage in Q4 2021 and has held it in 17 quarters since.
Byrne Asset Management's Public Storage position peaked at $246K in Q4 2023.
32 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.