Financial Perspectives’s Public Storage PSA Stock Holding History

Financial Perspectives’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	$71.8K	Buy	226 +1	+0.4%	+$306	0.02%	282
2026 Q1	$60.8K	Buy	225 +2	+0.9%	+$573	0.02%	284
2025 Q4	$57.9K	Buy	223 +1	+0.5%	+$280	0.02%	290
2025 Q3	$64.1K	Buy	222 +1	+0.5%	+$287	0.02%	279
2025 Q2	$64.8K	Buy	221 +1	+0.5%	+$296	0.02%	276
2025 Q1	$65.7K	Buy	220 +2	+0.9%	+$598	0.02%	263
2024 Q4	$65.4K	Buy	218 +1	+0.5%	+$332	0.02%	271
2024 Q3	$79.1K	Buy	217 +1	+0.5%	+$325	0.03%	240
2024 Q2	$62.2K	Buy	216 +1	+0.5%	+$276	0.02%	252
2024 Q1	$62.4K	Buy	215 +1	+0.5%	+$287	0.02%	253
2023 Q4	$65.3K	Buy	214 +1	+0.5%	+$265	0.03%	246
2023 Q3	$56.1K	Hold	213	–	–	0.03%	246
2023 Q2	$62.2K	Hold	213	–	–	0.03%	239
2023 Q1	$64.4K	Hold	213	–	–	0.03%	236
2022 Q4	$59.7K	Hold	213	–	–	0.03%	232
2022 Q3	$62.4K	Hold	213	–	–	0.04%	214
2022 Q2	$66.6K	Hold	213	–	–	0.04%	209
2022 Q1	$83.1K	Hold	213	–	–	0.04%	206
2021 Q4	$79.8K	Buy	+213	New	+$71.1K	0.04%	198

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

Financial Perspectives's PSA Position: Q2 2026 in Review

Financial Perspectives increased its Public Storage (PSA) stake by 0.44% in Q2 2026, buying an estimated $306 and bringing the position to 226 shares worth $71.8K. The position accounts for 0.02% of the portfolio, ranked #282.

Financial Perspectives first reported a position in PSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $83.1K in Q1 2022. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Financial Perspectives held 226 shares of Public Storage worth $71.8K as of Q2 2026.
Financial Perspectives bought 1 Public Storage share in Q2 2026, an estimated $306.
Public Storage made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #282 holding.
Financial Perspectives first reported a position in Public Storage in Q4 2021 and has held it in 19 quarters since.
Financial Perspectives's Public Storage position peaked at $83.1K in Q1 2022.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.