Concurrent Investment Advisors’s Public Storage PSA Stock Holding History

Concurrent Investment 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	$2.09M	Buy	6,578 +630	+11%	+$193K	0.02%	705
2026 Q1	$1.61M	Sell	5,948 -634	-10%	-$182K	0.02%	690
2025 Q4	$1.71M	Sell	6,582 -766	-10%	-$214K	0.02%	627
2025 Q3	$2.12M	Buy	7,348 +535	+8%	+$154K	0.04%	451
2025 Q2	$2M	Buy	6,813 +2,595	+62%	+$768K	0.04%	432
2025 Q1	$1.26M	Buy	4,218 +2,935	+229%	+$878K	0.03%	481
2024 Q4	$384K	Sell	1,283 -3,823	-75%	-$1.27M	0.01%	751
2024 Q3	$1.86M	Buy	5,106 +836	+20%	+$271K	0.05%	333
2024 Q2	$1.23M	Sell	4,270 -943	-18%	-$260K	0.04%	386
2024 Q1	$1.51M	Buy	5,213 +243	+5%	+$69.7K	0.06%	294
2023 Q4	$1.52M	Buy	+4,970	New	+$1.32M	0.07%	270

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Concurrent Investment Advisors's PSA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Public Storage (PSA) stake by 11% in Q2 2026, buying an estimated $193K and bringing the position to 6,578 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #705.

Concurrent Investment Advisors first reported a position in PSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.12M in Q3 2025. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Concurrent Investment Advisors held 6,578 shares of Public Storage worth $2.09M as of Q2 2026.
Concurrent Investment Advisors bought 630 Public Storage shares in Q2 2026, an estimated $193K.
Public Storage made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #705 holding.
Concurrent Investment Advisors first reported a position in Public Storage in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Public Storage position peaked at $2.12M in Q3 2025.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.