Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Public Storage PSA Stock Holding History

Dynamic Advisor Solutions’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 		$2.89M Buy
10,223
+746
+8% +$233K 0.08% 239
2026
Q2 		$3.02M Buy
9,477
+942
+11% +$288K 0.09% 241
2026
Q1 		$2.31M Buy
8,535
+599
+8% +$172K 0.07% 275
2025
Q4 		$2.06M Sell
7,936
-1,970
-20% -$551K 0.07% 291
2025
Q3 		$2.86M Buy
9,906
+371
+4% +$106K 0.08% 242
2025
Q2 		$2.8M Buy
9,535
+373
+4% +$110K 0.09% 237
2025
Q1 		$2.74M Buy
9,162
+813
+10% +$243K 0.09% 225
2024
Q4 		$2.5M Buy
8,349
+4,122
+98% +$1.37M 0.11% 180
2024
Q3 		$1.54M Sell
4,227
-24
-0.6% -$7.79K 0.05% 352
2024
Q2 		$1.22M Buy
4,251
+494
+13% +$136K 0.04% 406
2024
Q1 		$1.09M Buy
3,757
+38
+1% +$10.9K 0.04% 425
2023
Q4 		$1.11M Sell
3,719
-93
-2% -$24.7K 0.04% 394
2023
Q3 		$1M Buy
3,812
+306
+9% +$85.8K 0.05% 353
2023
Q2 		$1.02M Buy
3,506
+114
+3% +$33.2K 0.05% 334
2023
Q1 		$1.02M Buy
3,392
+1,003
+42% +$295K 0.06% 311
2022
Q4 		$669K Sell
2,389
-593
-20% -$173K 0.05% 371
2022
Q3 		$873K Sell
2,982
-10
-0.3% -$3.25K 0.07% 278
2022
Q2 		$936K Sell
2,992
-179
-6% -$62K 0.07% 258
2022
Q1 		$1.24M Sell
3,171
-88
-3% -$31.9K 0.09% 233
2021
Q4 		$1.22M Buy
3,259
+164
+5% +$54.8K 0.09% 237
2021
Q3 		$919K Buy
+3,095
New +$971K 0.07% 308
2019
Q1 		– Sell
-8,743
Closed -$1.8M – 447
2018
Q4 		$1.8M Sell
8,743
-470
-5% -$95.9K 0.38% 73
2018
Q3 		$1.86M Sell
9,213
-410
-4% -$88.5K 0.39% 80
2018
Q2 		$2.18M Sell
9,623
-318
-3% -$66.2K 0.5% 54
2018
Q1 		$1.99M Buy
9,941
+678
+7% +$132K 0.51% 52
2017
Q4 		$1.94M Sell
9,263
-81
-0.9% -$17.1K 0.63% 48
2017
Q3 		$2M Buy
+9,344
New +$1.93M 0.79% 33

Other funds holding PSA

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Dynamic Advisor Solutions's PSA Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Public Storage (PSA) stake by 7.9% in Q3 2026, buying an estimated $233K and bringing the position to 10,223 shares worth $2.89M. The position accounts for 0.08% of the portfolio, ranked #239.

Dynamic Advisor Solutions first reported a position in PSA in Q3 2017 and has held it in 27 quarters since. The position peaked at $3.02M in Q2 2026. 167 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Dynamic Advisor Solutions held 10,223 shares of Public Storage worth $2.89M as of Q3 2026.
  • Dynamic Advisor Solutions bought 746 Public Storage shares in Q3 2026, an estimated $233K.
  • Public Storage made up 0.08% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #239 holding.
  • Dynamic Advisor Solutions first reported a position in Public Storage in Q3 2017 and has held it in 27 quarters since.
  • Dynamic Advisor Solutions's Public Storage position peaked at $3.02M in Q2 2026.
  • 167 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.