Diversify Advisory Services’s Public Storage PSA Stock Holding History

Diversify Advisory Services’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	$2.01M	Buy	6,820 +449	+7%	+$140K	0.03%	441
2026 Q2	$2.06M	Buy	+6,371	New	+$1.95M	0.03%	402
2026 Q1	–	Sell	-1,729	Closed	-$508K	–	681
2025 Q4	$508K	Sell	1,729 -88	-5%	-$24.6K	0.02%	602
2025 Q3	$504K	Sell	1,817 -143	-7%	-$41K	0.02%	562
2025 Q2	$550K	Buy	+1,960	New	+$580K	0.02%	506
2024 Q2	–	Sell	-3,415	Closed	-$978K	–	706
2024 Q1	$978K	Buy	+3,415	New	+$979K	0.06%	257

Other funds holding PSA

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Diversify Advisory Services's PSA Position: Q3 2026 in Review

Diversify Advisory Services increased its Public Storage (PSA) stake by 7% in Q3 2026, buying an estimated $140K and bringing the position to 6,820 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #441.

Diversify Advisory Services first reported a position in PSA in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.06M in Q2 2026. 202 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Diversify Advisory Services held 6,820 shares of Public Storage worth $2.01M as of Q3 2026.
Diversify Advisory Services bought 449 Public Storage shares in Q3 2026, an estimated $140K.
Public Storage made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #441 holding.
Diversify Advisory Services first reported a position in Public Storage in Q1 2024 and has held it in 6 quarters since.
Diversify Advisory Services's Public Storage position peaked at $2.06M in Q2 2026.
202 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.