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 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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Elevation Wealth Partners's PSA Position: Q2 2026 in Review

Elevation Wealth Partners increased its Public Storage (PSA) stake by 2.2% in Q2 2026, buying an estimated $16.2K and bringing the position to 2,505 shares worth $797K. The position accounts for 0.24% of the portfolio, ranked #57.

Elevation Wealth Partners first reported a position in PSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $914K in Q3 2024. 378 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Elevation Wealth Partners held 2,505 shares of Public Storage worth $797K as of Q2 2026.
Elevation Wealth Partners bought 53 Public Storage shares in Q2 2026, an estimated $16.2K.
Public Storage made up 0.24% of Elevation Wealth Partners's portfolio in Q2 2026, its #57 holding.
Elevation Wealth Partners first reported a position in Public Storage in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's Public Storage position peaked at $914K in Q3 2024.
378 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.