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Elevation Wealth Partners’s Public Storage PSA Stock Holding History

Elevation Wealth Partners’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 		$721K Buy
2,549
+44
+2% +$13.8K 0.2% 62
2026
Q2 		$797K Buy
2,505
+53
+2% +$16.2K 0.24% 57
2026
Q1 		$664K Buy
2,452
+15
+0.6% +$4.3K 0.24% 59
2025
Q4 		$632K Sell
2,437
-8
-0.3% -$2.24K 0.22% 61
2025
Q3 		$706K Sell
2,445
-51
-2% -$14.6K 0.25% 57
2025
Q2 		$732K Hold
2,496
– – 0.29% 55
2025
Q1 		$747K Sell
2,496
-5
-0.2% -$1.5K 0.32% 50
2024
Q4 		$749K Sell
2,501
-10
-0.4% -$3.32K 0.32% 47
2024
Q3 		$914K Hold
2,511
– – 0.39% 45
2024
Q2 		$722K Hold
2,511
– – 0.34% 50
2024
Q1 		$728K Sell
2,511
-34
-1% -$9.75K 0.36% 48
2023
Q4 		$671K Buy
+2,545
New +$675K 0.4% 50

Other funds holding PSA

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's PSA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Public Storage (PSA) stake by 1.8% in Q3 2026, buying an estimated $13.8K and bringing the position to 2,549 shares worth $721K. The position accounts for 0.2% of the portfolio, ranked #62.

Elevation Wealth Partners first reported a position in PSA in Q4 2023 and has held it in 12 quarters since. The position peaked at $914K in Q3 2024. 32 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Elevation Wealth Partners held 2,549 shares of Public Storage worth $721K as of Q3 2026.
  • Elevation Wealth Partners bought 44 Public Storage shares in Q3 2026, an estimated $13.8K.
  • Public Storage made up 0.2% of Elevation Wealth Partners's portfolio in Q3 2026, its #62 holding.
  • Elevation Wealth Partners first reported a position in Public Storage in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Public Storage position peaked at $914K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.