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Empirical Wealth Management’s Public Storage PSA Stock Holding History

Empirical Wealth Management’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 		$689K Buy
2,163
+812
+60% +$248K 0.01% 533
2026
Q1 		$366K Buy
1,351
+368
+37% +$106K 0.01% 705
2025
Q4 		$255K Sell
983
-8
-0.8% -$2.24K ﹤0.01% 758
2025
Q3 		$286K Buy
991
+292
+42% +$83.8K 0.01% 627
2025
Q2 		$205K Sell
699
-39
-5% -$11.5K ﹤0.01% 649
2025
Q1 		$221K Buy
738
+1
+0.1% +$299 0.01% 588
2024
Q4 		$221K Sell
737
-28
-4% -$9.29K 0.01% 559
2024
Q3 		$278K Sell
765
-31
-4% -$10.1K 0.01% 478
2024
Q2 		$229K Sell
796
-228
-22% -$62.9K 0.01% 510
2024
Q1 		$297K Sell
1,024
-43
-4% -$12.3K 0.01% 443
2023
Q4 		$325K Sell
1,067
-30
-3% -$7.96K 0.01% 384
2023
Q3 		$289K Buy
1,097
+43
+4% +$12.1K 0.01% 377
2023
Q2 		$308K Sell
1,054
-212
-17% -$61.8K 0.01% 366
2023
Q1 		$383K Sell
1,266
-60
-5% -$17.6K 0.02% 359
2022
Q4 		$372K Buy
1,326
+308
+30% +$89.8K 0.02% 350
2022
Q3 		$298K Sell
1,018
-307
-23% -$99.9K 0.02% 377
2022
Q2 		$414K Sell
1,325
-871
-40% -$302K 0.02% 330
2022
Q1 		$857K Buy
2,196
+510
+30% +$185K 0.04% 235
2021
Q4 		$632K Sell
1,686
-91
-5% -$30.4K 0.03% 292
2021
Q3 		$528K Sell
1,777
-374
-17% -$117K 0.03% 289
2021
Q2 		$647K Buy
2,151
+259
+14% +$72.6K 0.04% 247
2021
Q1 		$467K Sell
1,892
-110
-5% -$25.6K 0.04% 261
2020
Q4 		$462K Buy
2,002
+527
+36% +$121K 0.04% 258
2020
Q3 		$329K Sell
1,475
-8
-0.5% -$1.64K 0.03% 270
2020
Q2 		$285K Sell
1,483
-217
-13% -$41.9K 0.03% 286
2020
Q1 		$338K Buy
1,700
+331
+24% +$70.9K 0.04% 234
2019
Q4 		$292K Buy
1,369
+523
+62% +$116K 0.03% 262
2019
Q3 		$207K Buy
+846
New +$212K 0.03% 271

Other funds holding PSA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Empirical Wealth Management's PSA Position: Q2 2026 in Review

Empirical Wealth Management increased its Public Storage (PSA) stake by 60% in Q2 2026, buying an estimated $248K and bringing the position to 2,163 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #533.

Empirical Wealth Management first reported a position in PSA in Q3 2019 and has held it in 28 quarters since. The position peaked at $857K in Q1 2022. 405 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Empirical Wealth Management held 2,163 shares of Public Storage worth $689K as of Q2 2026.
  • Empirical Wealth Management bought 812 Public Storage shares in Q2 2026, an estimated $248K.
  • Public Storage made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Empirical Wealth Management first reported a position in Public Storage in Q3 2019 and has held it in 28 quarters since.
  • Empirical Wealth Management's Public Storage position peaked at $857K in Q1 2022.
  • 405 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.