Diversify Wealth Management’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.06M Buy
6,371
+2,716
+74% +$831K 0.03% 402
2026
Q1
$1.07M Buy
3,655
+2,693
+280% +$772K 0.02% 575
2025
Q4
$269K Buy
+962
New +$269K 0.01% 543
2024
Q4
– Sell
-619
Closed -$210K – 535
2024
Q3
$210K Buy
+619
New +$201K 0.02% 447

Other funds holding PSA

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

Diversify Wealth Management increased its Public Storage (PSA) stake by 74% in Q2 2026, buying an estimated $831K and bringing the position to 6,371 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #402.

Diversify Wealth Management first reported a position in PSA in Q3 2024 and has held it in 4 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Diversify Wealth Management held 6,371 shares of Public Storage worth $2.06M as of Q2 2026.
  • Diversify Wealth Management bought 2,716 Public Storage shares in Q2 2026, an estimated $831K.
  • Public Storage made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Diversify Wealth Management first reported a position in Public Storage in Q3 2024 and has held it in 4 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.