EWA
PSA icon

Exencial Wealth Advisors’s Public Storage PSA Stock Holding History

Exencial 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
Q1 		$3.21M Sell
11,865
-226
-2% -$64.8K 0.1% 179
2025
Q4 		$3.14M Sell
12,091
-109
-0.9% -$30.5K 0.1% 180
2025
Q3 		$3.52M Buy
12,200
+720
+6% +$207K 0.11% 164
2025
Q2 		$3.37M Sell
11,480
-698
-6% -$207K 0.12% 165
2025
Q1 		$3.64M Sell
12,178
-261
-2% -$78.1K 0.14% 160
2024
Q4 		$3.72M Sell
12,439
-423
-3% -$140K 0.14% 153
2024
Q3 		$4.68M Sell
12,862
-657
-5% -$213K 0.17% 141
2024
Q2 		$3.89M Sell
13,519
-1,716
-11% -$473K 0.15% 149
2024
Q1 		$4.42M Sell
15,235
-587
-4% -$168K 0.16% 136
2023
Q4 		$4.83M Sell
15,822
-2,238
-12% -$594K 0.2% 121
2023
Q3 		$4.76M Sell
18,060
-2,349
-12% -$658K 0.23% 113
2023
Q2 		$5.96M Sell
20,409
-166
-0.8% -$48.4K 0.27% 103
2023
Q1 		$6.22M Sell
20,575
-695
-3% -$204K 0.32% 92
2022
Q4 		$5.96M Buy
21,270
+844
+4% +$246K 0.32% 94
2022
Q3 		$5.98M Sell
20,426
-725
-3% -$236K 0.36% 88
2022
Q2 		$6.61M Sell
21,151
-3,037
-13% -$1.05M 0.37% 88
2022
Q1 		$9.44M Buy
24,188
+1,448
+6% +$525K 0.47% 65
2021
Q4 		$8.52M Buy
22,740
+819
+4% +$274K 0.41% 83
2021
Q3 		$6.51M Buy
+21,921
New +$6.88M 0.28% 93
2021
Q2 		– Sell
-20,600
Closed -$5.08M – 462
2021
Q1 		$5.08M Buy
+20,600
New +$4.8M 0.3% 110
2020
Q4 		– Sell
-85,729
Closed -$19.1M – 396
2020
Q3 		$19.1M Buy
85,729
+2,277
+3% +$465K 1.01% 25
2020
Q2 		$16M Buy
+83,452
New +$16.1M 1.39% 12

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Exencial Wealth Advisors's PSA Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Public Storage (PSA) stake by 1.9% in Q1 2026, selling an estimated $64.8K and leaving 11,865 shares worth $3.21M. The position accounts for 0.1% of the portfolio, ranked #179.

Exencial Wealth Advisors first reported a position in PSA in Q2 2020 and has held it in 22 quarters since. The position peaked at $19.1M in Q3 2020. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Exencial Wealth Advisors held 11,865 shares of Public Storage worth $3.21M as of Q1 2026.
  • Exencial Wealth Advisors sold 226 Public Storage shares in Q1 2026, an estimated $64.8K.
  • Public Storage made up 0.1% of Exencial Wealth Advisors's portfolio in Q1 2026, its #179 holding.
  • Exencial Wealth Advisors first reported a position in Public Storage in Q2 2020 and has held it in 22 quarters since.
  • Exencial Wealth Advisors's Public Storage position peaked at $19.1M in Q3 2020.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.