Cornerstone Advisory’s Public Storage PSA Stock Holding History

Cornerstone Advisory’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 Q3	$427K	Buy	1,511 +6	+0.4%	+$1.88K	0.03%	181
2026 Q2	$479K	Buy	1,505 +18	+1%	+$5.51K	0.04%	167
2026 Q1	$403K	Sell	1,487 -7	-0.5%	-$2.01K	0.04%	181
2025 Q4	$388K	Sell	1,494 -38	-2%	-$10.6K	0.04%	171
2025 Q3	$443K	Buy	1,532 +11	+0.7%	+$3.16K	0.04%	160
2025 Q2	$446K	Sell	1,521 -3	-0.2%	-$888	0.05%	157
2025 Q1	$454K	Buy	1,524 +11	+0.7%	+$3.29K	0.05%	145
2024 Q4	$450K	Buy	1,513 +18	+1%	+$5.97K	0.05%	148
2024 Q3	$544K	Buy	1,495 +15	+1%	+$4.87K	0.07%	123
2024 Q2	$426K	Buy	1,480 +21	+1%	+$5.79K	0.06%	137
2024 Q1	$423K	Sell	1,459 -98	-6%	-$28.1K	0.06%	152
2023 Q4	$475K	Buy	1,557 +111	+8%	+$29.5K	0.07%	145
2023 Q3	$381K	Buy	1,446 +2	+0.1%	+$561	0.07%	148
2023 Q2	$421K	Buy	1,444 +2	+0.1%	+$583	0.07%	142
2023 Q1	$436K	Buy	1,442 +559	+63%	+$164K	0.08%	141
2022 Q4	$247K	Sell	883 -500	-36%	-$146K	0.05%	178
2022 Q3	$405K	Buy	1,383 +500	+57%	+$163K	0.09%	128
2022 Q2	$276K	Sell	883 -1,750	-66%	-$606K	0.06%	159
2022 Q1	$1.03M	Buy	2,633 +3	+0.1%	+$1.09K	0.16%	106
2021 Q4	$985K	Sell	2,630 -30	-1%	-$10K	0.14%	109
2021 Q3	$790K	Hold	2,660	–	–	0.13%	127
2021 Q2	$800K	Sell	2,660 -200	-7%	-$56.1K	0.13%	122
2021 Q1	$706K	Sell	2,860 -1,000	-26%	-$233K	0.13%	124
2020 Q4	$892K	Hold	3,860	–	–	0.18%	104
2020 Q3	$860K	Buy	3,860 +300	+8%	+$61.3K	0.2%	93
2020 Q2	$683K	Buy	+3,560	New	+$687K	0.18%	94

Other funds holding PSA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Cornerstone Advisory's PSA Position: Q3 2026 in Review

Cornerstone Advisory increased its Public Storage (PSA) stake by 0.4% in Q3 2026, buying an estimated $1.88K and bringing the position to 1,511 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #181.

Cornerstone Advisory first reported a position in PSA in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.03M in Q1 2022. 604 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Cornerstone Advisory held 1,511 shares of Public Storage worth $427K as of Q3 2026.
Cornerstone Advisory bought 6 Public Storage shares in Q3 2026, an estimated $1.88K.
Public Storage made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #181 holding.
Cornerstone Advisory first reported a position in Public Storage in Q2 2020 and has held it in 26 quarters since.
Cornerstone Advisory's Public Storage position peaked at $1.03M in Q1 2022.
604 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.