Corient Private Wealth
PSA icon

Corient Private Wealth’s Public Storage PSA Stock Holding History

Corient Private Wealth’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 		$19.9M Sell
62,376
-3,601
-5% -$1.1M 0.03% 417
2026
Q1 		$17.8M Sell
65,977
-1,219
-2% -$350K 0.03% 421
2025
Q4 		$17.4M Buy
67,196
+6,554
+11% +$1.83M 0.02% 431
2025
Q3 		$17.5M Sell
60,642
-413
-0.7% -$119K 0.03% 417
2025
Q2 		$17.9M Sell
61,055
-16,871
-22% -$4.99M 0.02% 407
2025
Q1 		$23.3M Sell
77,926
-1,160
-1% -$347K 0.04% 364
2024
Q4 		$23.7M Sell
79,086
-2,616
-3% -$868K 0.04% 362
2024
Q3 		$29.7M Sell
81,702
-1,716
-2% -$557K 0.05% 342
2024
Q2 		$24M Sell
83,418
-2,398
-3% -$661K 0.04% 353
2024
Q1 		$24.9M Buy
85,816
+1,108
+1% +$318K 0.04% 346
2023
Q4 		$25.8M Buy
84,708
+8,555
+11% +$2.27M 0.05% 335
2023
Q3 		$20.1M Buy
76,153
+3,058
+4% +$857K 0.05% 346
2023
Q2 		$21.3M Buy
73,095
+1,290
+2% +$376K 0.05% 320
2023
Q1 		$21.7M Buy
71,805
+17,526
+32% +$5.15M 0.06% 289
2022
Q4 		$15.1M Buy
+54,279
New +$15.8M 0.06% 303

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

Corient Private Wealth's PSA Position: Q2 2026 in Review

Corient Private Wealth reduced its Public Storage (PSA) stake by 5.5% in Q2 2026, selling an estimated $1.1M and leaving 62,376 shares worth $19.9M. The position accounts for 0.03% of the portfolio, ranked #417.

Corient Private Wealth first reported a position in PSA in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.7M in Q3 2024. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Corient Private Wealth held 62,376 shares of Public Storage worth $19.9M as of Q2 2026.
  • Corient Private Wealth sold 3,601 Public Storage shares in Q2 2026, an estimated $1.1M.
  • Public Storage made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #417 holding.
  • Corient Private Wealth first reported a position in Public Storage in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Public Storage position peaked at $29.7M in Q3 2024.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.