Dynamic Wealth Strategies
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Dynamic Wealth Strategies’s Public Storage PSA Stock Holding History

Dynamic Wealth Strategies’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 		$119K Buy
420
+56
+15% +$17.5K 0.06% 110
2026
Q2 		$116K Buy
364
+63
+21% +$19.3K 0.06% 116
2026
Q1 		$81.5K Sell
301
-183
-38% -$52.5K 0.05% 127
2025
Q4 		$126K Buy
484
+137
+39% +$38.3K 0.07% 103
2025
Q3 		$100K Buy
347
+22
+7% +$6.31K 0.07% 105
2025
Q2 		$95.4K Sell
325
-72
-18% -$21.3K 0.07% 102
2025
Q1 		$119K Buy
+397
New +$119K 0.1% 95
2024
Q4 		– Sell
-411
Closed -$150K – 189
2024
Q3 		$150K Buy
411
+68
+20% +$22.1K 0.12% 83
2024
Q2 		$99K Buy
343
+2
+0.6% +$552 0.09% 98
2024
Q1 		$99K Sell
341
-8
-2% -$2.29K 0.08% 102
2023
Q4 		$106K Buy
+349
New +$92.6K 0.1% 89

Other funds holding PSA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dynamic Wealth Strategies's PSA Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Public Storage (PSA) stake by 15% in Q3 2026, buying an estimated $17.5K and bringing the position to 420 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #110.

Dynamic Wealth Strategies first reported a position in PSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $150K in Q3 2024. 597 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Dynamic Wealth Strategies held 420 shares of Public Storage worth $119K as of Q3 2026.
  • Dynamic Wealth Strategies bought 56 Public Storage shares in Q3 2026, an estimated $17.5K.
  • Public Storage made up 0.06% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #110 holding.
  • Dynamic Wealth Strategies first reported a position in Public Storage in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's Public Storage position peaked at $150K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.