Curio Wealth’s Public Storage PSA Stock Holding History

Curio 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	–	Sell	-358	Closed	-$97K	–	873
2026 Q1	$97K	Buy	+358	New	+$103K	0.03%	101
2025 Q1	–	Sell	-358	Closed	-$107K	–	406
2024 Q4	$107K	Buy	+358	New	+$119K	0.06%	91

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 $3.37T AUM 44.26% 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

Curio Wealth's PSA Position: Q2 2026 in Review

Curio Wealth sold out of Public Storage (PSA) in Q2 2026, closing a stake of 358 shares — an estimated $97K sold.

Curio Wealth first reported a position in PSA in Q4 2024 and held it in 2 quarters. The position peaked at $107K in Q4 2024. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Curio Wealth reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 358 Public Storage shares in Q2 2026, an estimated $97K.
Curio Wealth first reported a position in Public Storage in Q4 2024 and held it in 2 quarters.
Curio Wealth's Public Storage position peaked at $107K in Q4 2024.
1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.