Evolve Private Wealth’s Public Storage PSA Stock Holding History

Evolve Private Wealth’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	$268K	Sell	843 -11	-1%	-$3.37K	0.02%	783
2026 Q1	$231K	Buy	+854	New	+$245K	0.01%	886

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

Evolve Private Wealth's PSA Position: Q2 2026 in Review

Evolve Private Wealth reduced its Public Storage (PSA) stake by 1.3% in Q2 2026, selling an estimated $3.37K and leaving 843 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #783.

Evolve Private Wealth first reported a position in PSA in Q1 2026 and has held it in 2 quarters since. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Evolve Private Wealth held 843 shares of Public Storage worth $268K as of Q2 2026.
Evolve Private Wealth sold 11 Public Storage shares in Q2 2026, an estimated $3.37K.
Public Storage made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #783 holding.
Evolve Private Wealth first reported a position in Public Storage in Q1 2026 and has held it in 2 quarters since.
1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

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