EP Wealth Advisors’s Public Storage PSA Stock Holding History

EP Wealth Advisors’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	$1.22M	Buy	3,820 +417	+12%	+$128K	﹤0.01%	699
2026 Q1	$922K	Sell	3,403 -280	-8%	-$80.3K	﹤0.01%	662
2025 Q4	$956K	Buy	+3,683	New	+$1.03M	0.01%	639
2025 Q2	$1.05M	Buy	3,591 +536	+18%	+$159K	0.01%	552
2025 Q1	$914K	Sell	3,055 -193	-6%	-$57.7K	0.01%	528
2024 Q4	$973K	Buy	3,248 +177	+6%	+$58.7K	0.01%	507
2024 Q3	$1.12M	Buy	3,071 +324	+12%	+$105K	0.01%	469
2024 Q2	$790K	Buy	2,747 +466	+20%	+$129K	0.01%	429
2024 Q1	$662K	Buy	2,281 +350	+18%	+$100K	0.01%	455
2023 Q4	$589K	Sell	1,931 -194	-9%	-$51.5K	0.01%	463
2023 Q3	$560K	Sell	2,125 -397,875	-99%	-$112M	0.01%	440
2023 Q2	$581K	Buy	400,000 +393,957	+6,519%	+$115M	0.01%	435
2023 Q1	$500K	Buy	6,043 +4,753	+368%	+$1.4M	0.01%	403
2022 Q4	$361K	Buy	+1,290	New	+$376K	0.01%	432
2022 Q3	–	Sell	-1,143	Closed	-$357K	–	552
2022 Q2	$357K	Buy	1,143 +6	+0.5%	+$2.08K	0.01%	444
2022 Q1	$444K	Buy	1,137 +88	+8%	+$31.9K	0.01%	402
2021 Q4	$393K	Buy	+1,049	New	+$350K	0.01%	406

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

EP Wealth Advisors's PSA Position: Q2 2026 in Review

EP Wealth Advisors increased its Public Storage (PSA) stake by 12% in Q2 2026, buying an estimated $128K and bringing the position to 3,820 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #699.

EP Wealth Advisors first reported a position in PSA in Q4 2021 and has held it in 17 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

EP Wealth Advisors held 3,820 shares of Public Storage worth $1.22M as of Q2 2026.
EP Wealth Advisors bought 417 Public Storage shares in Q2 2026, an estimated $128K.
Public Storage made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #699 holding.
EP Wealth Advisors first reported a position in Public Storage in Q4 2021 and has held it in 17 quarters since.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.