Certified Advisory Corp’s Public Storage PSA Stock Holding History

Certified Advisory Corp’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	$302K	Buy	949 +13	+1%	+$3.98K	0.02%	274
2026 Q1	$253K	Buy	936 +1	+0.1%	+$287	0.02%	284
2025 Q4	$243K	Buy	935 +1	+0.1%	+$280	0.02%	293
2025 Q3	$270K	Buy	934 +1	+0.1%	+$287	0.03%	273
2025 Q2	$274K	Hold	933	–	–	0.03%	263
2025 Q1	$279K	Sell	933 -150	-14%	-$44.9K	0.03%	248
2024 Q4	$324K	Buy	1,083 +1	+0.1%	+$332	0.04%	239
2024 Q3	$394K	Hold	1,082	–	–	0.04%	221
2024 Q2	$311K	Buy	1,082 +1	+0.1%	+$276	0.04%	228
2024 Q1	$314K	Buy	1,081 +1	+0.1%	+$287	0.04%	219
2023 Q4	$330K	Buy	1,080 +9	+0.8%	+$2.39K	0.05%	208
2023 Q3	$282K	Buy	1,071 +1	+0.1%	+$280	0.05%	196
2023 Q2	$312K	Buy	1,070 +221	+26%	+$64.4K	0.06%	184
2023 Q1	$257K	Hold	849	–	–	0.05%	209
2022 Q4	$238K	Buy	849 +1	+0.1%	+$292	0.05%	209
2022 Q3	$248K	Hold	848	–	–	0.06%	191
2022 Q2	$265K	Buy	848 +1	+0.1%	+$346	0.06%	186
2022 Q1	$331K	Hold	847	–	–	0.07%	177
2021 Q4	$317K	Hold	847	–	–	0.07%	185
2021 Q3	$252K	Buy	847 +1	+0.1%	+$314	0.06%	188
2021 Q2	$254K	Hold	846	–	–	0.06%	190
2021 Q1	$209K	Buy	+846	New	+$197K	0.05%	191
2020 Q2	$191K	Buy	994 +151	+18%	+$29.1K	0.06%	183
2020 Q1	$167K	Hold	843	–	–	0.07%	173
2019 Q4	$180K	Hold	843	–	–	0.06%	192
2019 Q3	$207K	Buy	843 +1	+0.1%	+$251	0.07%	178
2019 Q2	$201K	Hold	842	–	–	0.07%	175
2019 Q1	$183K	Buy	842 +1	+0.1%	+$209	0.08%	167
2018 Q4	$170K	Hold	841	–	–	0.09%	157
2018 Q3	$169K	Buy	841 +1	+0.1%	+$216	0.08%	160
2018 Q2	$191K	Buy	840 +1	+0.1%	+$208	0.11%	142
2018 Q1	$168K	Sell	839 -1	-0.1%	-$195	0.1%	154
2017 Q4	$175K	Buy	+840	New	+$178K	0.13%	123

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SMDAM

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

Certified Advisory Corp's PSA Position: Q2 2026 in Review

Certified Advisory Corp increased its Public Storage (PSA) stake by 1.4% in Q2 2026, buying an estimated $3.98K and bringing the position to 949 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #274.

Certified Advisory Corp first reported a position in PSA in Q4 2017 and has held it in 33 quarters since. The position peaked at $394K in Q3 2024. 316 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Certified Advisory Corp held 949 shares of Public Storage worth $302K as of Q2 2026.
Certified Advisory Corp bought 13 Public Storage shares in Q2 2026, an estimated $3.98K.
Public Storage made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #274 holding.
Certified Advisory Corp first reported a position in Public Storage in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's Public Storage position peaked at $394K in Q3 2024.
316 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.