Corient Private Wealth
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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
Q1 		$17.8M Sell
65,977
-178,172
-73% -$51.1M 0.03% 421
2025
Q4 		$33.8M Buy
244,149
+183,507
+303% +$51.3M 0.02% 444
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

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