Curated Wealth Partners’s Public Storage PSA Stock Holding History

Curated Wealth Partners’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	$403K	Buy	+5,572	New	+$1.7M	0.05%	335
2022 Q2	–	Sell	-820	Closed	-$306K	–	156
2022 Q1	$306K	Hold	820	–	–	0.1%	108
2021 Q4	$306K	Buy	820 +2	+0.2%	+$668	0.1%	111
2021 Q3	$243K	Buy	818 +4	+0.5%	+$1.25K	0.14%	123
2021 Q2	$245K	Buy	+814	New	+$228K	0.13%	127

Other funds holding PSA

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Curated Wealth Partners's PSA Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Public Storage (PSA) in Q2 2026: 5,572 shares worth $403K. The stake represents 0.05% of the portfolio and ranks #335 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in PSA as recently as Q1 2022.

Curated Wealth Partners first reported a position in PSA in Q2 2021 and has held it in 5 quarters since. 215 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Curated Wealth Partners held 5,572 shares of Public Storage worth $403K as of Q2 2026.
Public Storage was a new Curated Wealth Partners position in Q2 2026.
Public Storage made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #335 holding.
Curated Wealth Partners first reported a position in Public Storage in Q2 2021 and has held it in 5 quarters since.
215 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.