EWA
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EverSource Wealth Advisors’s Public Storage PSA Stock Holding History

EverSource 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 		$183K Buy
575
+25
+5% +$7.65K 0.01% 1044
2026
Q1 		$149K Buy
550
+54
+11% +$15.5K ﹤0.01% 1213
2025
Q4 		$129K Sell
496
-875
-64% -$245K ﹤0.01% 1180
2025
Q3 		$396K Buy
1,371
+22
+2% +$6.31K 0.02% 594
2025
Q2 		$396K Buy
1,349
+854
+173% +$253K 0.02% 540
2025
Q1 		$148K Sell
495
-419
-46% -$125K 0.01% 773
2024
Q4 		$274K Buy
914
+731
+399% +$243K 0.02% 536
2024
Q3 		$66.5K Sell
183
-84
-31% -$27.3K ﹤0.01% 939
2024
Q2 		$79.2K Buy
267
+147
+123% +$40.5K 0.01% 894
2024
Q1 		$31.2K Buy
120
+35
+41% +$10K ﹤0.01% 1175
2023
Q4 		$25.9K Buy
85
+44
+107% +$11.7K ﹤0.01% 1128
2023
Q3 		$10.8K Sell
41
-107
-72% -$30K ﹤0.01% 1393
2023
Q2 		$43.1K Sell
148
-102
-41% -$29.7K ﹤0.01% 892
2023
Q1 		$75.7K Buy
250
+60
+32% +$17.6K 0.01% 636
2022
Q4 		$53.3K Sell
190
-851
-82% -$248K 0.01% 738
2022
Q3 		$304K Buy
1,041
+963
+1,235% +$313K 0.07% 240
2022
Q2 		$24K Sell
78
-1
-1% -$346 0.01% 785
2022
Q1 		$31K Buy
79
+11
+16% +$3.99K 0.01% 567
2021
Q4 		$26K Buy
+68
New +$22.7K 0.01% 588

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Public Storage (PSA) stake by 4.5% in Q2 2026, buying an estimated $7.65K and bringing the position to 575 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #1044.

EverSource Wealth Advisors first reported a position in PSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $396K in Q3 2025. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • EverSource Wealth Advisors held 575 shares of Public Storage worth $183K as of Q2 2026.
  • EverSource Wealth Advisors bought 25 Public Storage shares in Q2 2026, an estimated $7.65K.
  • Public Storage made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1044 holding.
  • EverSource Wealth Advisors first reported a position in Public Storage in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Public Storage position peaked at $396K in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.