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 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

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

Dynamic Wealth Strategies's PSA Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Public Storage (PSA) stake by 21% in Q2 2026, buying an estimated $19.3K and bringing the position to 364 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #116.

Dynamic Wealth Strategies first reported a position in PSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $150K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Dynamic Wealth Strategies held 364 shares of Public Storage worth $116K as of Q2 2026.
Dynamic Wealth Strategies bought 63 Public Storage shares in Q2 2026, an estimated $19.3K.
Public Storage made up 0.06% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #116 holding.
Dynamic Wealth Strategies first reported a position in Public Storage in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's Public Storage position peaked at $150K in Q3 2024.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.