Dakota Wealth Management’s Public Storage PSA Stock Holding History

Dakota Wealth Management’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	$9.83M	Buy	30,890 +3,732	+14%	+$1.14M	0.19%	113
2026 Q1	$7.36M	Buy	27,158 +22,531	+487%	+$6.46M	0.16%	135
2025 Q4	$1.2M	Buy	+4,627	New	+$1.29M	0.02%	369
2024 Q4	–	Sell	-596	Closed	-$217K	–	790
2024 Q3	$217K	Buy	+596	New	+$193K	﹤0.01%	670
2024 Q1	–	Sell	-1,381	Closed	-$421K	–	771
2023 Q4	$421K	Sell	1,381 -1,976	-59%	-$524K	0.02%	451
2023 Q3	$885K	Hold	3,357	–	–	0.04%	306
2023 Q2	$980K	Hold	3,357	–	–	0.05%	259
2023 Q1	$1.01M	Hold	3,357	–	–	0.07%	233
2022 Q4	$941K	Buy	3,357 +4	+0.1%	+$1.17K	0.07%	231
2022 Q3	$982K	Hold	3,353	–	–	0.08%	217
2022 Q2	$1.05M	Sell	3,353 -1	-0%	-$346	0.1%	186
2022 Q1	$1.31M	Buy	3,354 +350	+12%	+$127K	0.11%	177
2021 Q4	$1.13M	Buy	3,004 +1	+0%	+$334	0.12%	151
2021 Q3	$892K	Buy	3,003 +3	+0.1%	+$941	0.1%	167
2021 Q2	$902K	Hold	3,000	–	–	0.11%	162
2021 Q1	$740K	Sell	3,000 -718	-19%	-$167K	0.1%	170
2020 Q4	$859K	Buy	3,718 +718	+24%	+$165K	0.11%	159
2020 Q3	$668K	Buy	+3,000	New	+$613K	0.11%	149

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

Dakota Wealth Management's PSA Position: Q2 2026 in Review

Dakota Wealth Management increased its Public Storage (PSA) stake by 14% in Q2 2026, buying an estimated $1.14M and bringing the position to 30,890 shares worth $9.83M. The position accounts for 0.19% of the portfolio, ranked #113.

Dakota Wealth Management first reported a position in PSA in Q3 2020 and has held it in 18 quarters since. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Dakota Wealth Management held 30,890 shares of Public Storage worth $9.83M as of Q2 2026.
Dakota Wealth Management bought 3,732 Public Storage shares in Q2 2026, an estimated $1.14M.
Public Storage made up 0.19% of Dakota Wealth Management's portfolio in Q2 2026, its #113 holding.
Dakota Wealth Management first reported a position in Public Storage in Q3 2020 and has held it in 18 quarters since.
1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

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