Centerpoint Advisors’s Public Storage PSA Stock Holding History

Centerpoint 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 Q3	$31K	Hold	111	–	–	0.01%	210
2026 Q2	$35K	Hold	111	–	–	0.01%	195
2026 Q1	$30K	Hold	111	–	–	0.01%	187
2025 Q4	$29K	Sell	111 -1	-0.9%	-$280	0.01%	198
2025 Q3	$32K	Hold	112	–	–	0.01%	198
2025 Q2	$33K	Buy	112 +1	+0.9%	+$296	0.01%	180
2025 Q1	$33K	Hold	111	–	–	0.01%	190
2024 Q4	$33K	Hold	111	–	–	0.01%	206
2024 Q3	$40K	Sell	111 -153	-58%	-$49.7K	0.01%	190
2024 Q2	$76K	Hold	264	–	–	0.03%	143
2024 Q1	$77K	Buy	264 +148	+128%	+$42.4K	0.03%	137
2023 Q4	$35K	Buy	+116	New	+$30.8K	0.01%	181
2018 Q3	–	Sell	-97	Closed	-$22K	–	336
2018 Q2	$22K	Buy	+97	New	+$20.2K	0.02%	138

Other funds holding PSA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Centerpoint Advisors's PSA Position: Q3 2026 in Review

Centerpoint Advisors held its Public Storage (PSA) position steady in Q3 2026 at 111 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #210.

Centerpoint Advisors first reported a position in PSA in Q2 2018 and has held it in 13 quarters since. The position peaked at $77K in Q1 2024. 559 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Centerpoint Advisors held 111 shares of Public Storage worth $31K as of Q3 2026.
Centerpoint Advisors left its Public Storage share count unchanged in Q3 2026.
Public Storage made up 0.01% of Centerpoint Advisors's portfolio in Q3 2026, its #210 holding.
Centerpoint Advisors first reported a position in Public Storage in Q2 2018 and has held it in 13 quarters since.
Centerpoint Advisors's Public Storage position peaked at $77K in Q1 2024.
559 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.