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Clearstead Advisors’s Public Storage PSA Stock Holding History

Clearstead 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
Q2 		$302K Buy
949
+687
+262% +$210K ﹤0.01% 929
2026
Q1 		$71K Sell
262
-483
-65% -$138K ﹤0.01% 1219
2025
Q4 		$193K Buy
745
+188
+34% +$52.6K ﹤0.01% 947
2025
Q3 		$161K Buy
557
+74
+15% +$21.2K ﹤0.01% 929
2025
Q2 		$142K Buy
483
+218
+82% +$64.5K ﹤0.01% 971
2025
Q1 		$79.4K Buy
265
+6
+2% +$1.79K ﹤0.01% 1047
2024
Q4 		$77.5K Sell
259
-7
-3% -$2.32K ﹤0.01% 1073
2024
Q3 		$96.9K Buy
266
+19
+8% +$6.17K ﹤0.01% 1033
2024
Q2 		$71K Sell
247
-49
-17% -$13.5K ﹤0.01% 1080
2024
Q1 		$82K Sell
296
-28
-9% -$8.03K ﹤0.01% 643
2023
Q4 		$98.8K Buy
324
+54
+20% +$14.3K 0.01% 589
2023
Q3 		$71.2K Sell
270
-25
-8% -$7.01K ﹤0.01% 630
2023
Q2 		$86.1K Sell
295
-7
-2% -$2.04K 0.01% 611
2023
Q1 		$91.2K Buy
302
+7
+2% +$2.06K 0.01% 524
2022
Q4 		$82.7K Sell
295
-27
-8% -$7.87K 0.01% 534
2022
Q3 		$94K Buy
322
+52
+19% +$16.9K 0.01% 488
2022
Q2 		$84K Buy
270
+33
+14% +$11.4K 0.01% 525
2022
Q1 		$92K Hold
237
– – 0.01% 567
2021
Q4 		$89K Buy
237
+75
+46% +$25.1K 0.01% 554
2021
Q3 		$48K Buy
162
+44
+37% +$13.8K ﹤0.01% 619
2021
Q2 		$35K Buy
118
+8
+7% +$2.24K ﹤0.01% 616
2021
Q1 		$27K Hold
110
– – ﹤0.01% 626
2020
Q4 		$25K Hold
110
– – ﹤0.01% 599
2020
Q3 		$24K Hold
110
– – ﹤0.01% 564
2020
Q2 		$21K Hold
110
– – ﹤0.01% 522
2020
Q1 		$22K Buy
+110
New +$23.6K ﹤0.01% 495

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Advisors's PSA Position: Q2 2026 in Review

Clearstead Advisors increased its Public Storage (PSA) stake by 262% in Q2 2026, buying an estimated $210K and bringing the position to 949 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Clearstead Advisors first reported a position in PSA in Q1 2020 and has held it in 26 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Clearstead Advisors held 949 shares of Public Storage worth $302K as of Q2 2026.
  • Clearstead Advisors bought 687 Public Storage shares in Q2 2026, an estimated $210K.
  • Public Storage made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #929 holding.
  • Clearstead Advisors first reported a position in Public Storage in Q1 2020 and has held it in 26 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.