Focus Partners Wealth
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Focus Partners Wealth’s Public Storage PSA Stock Holding History

Focus Partners 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 		$5.61M Buy
17,631
+2,844
+19% +$870K 0.01% 906
2026
Q1 		$4.04M Sell
14,787
-6,831
-32% -$1.96M ﹤0.01% 1014
2025
Q4 		$5.61M Buy
21,618
+2,337
+12% +$654K 0.01% 901
2025
Q3 		$5.57M Buy
19,281
+733
+4% +$210K 0.01% 717
2025
Q2 		$5.44M Buy
18,548
+2,512
+16% +$744K 0.01% 652
2025
Q1 		$4.8M Buy
16,036
+631
+4% +$189K 0.01% 641
2024
Q4 		$4.61M Buy
15,405
+6,671
+76% +$2.21M 0.01% 627
2024
Q3 		$3.18M Buy
8,734
+5,922
+211% +$1.92M 0.01% 669
2024
Q2 		$809K Buy
2,812
+684
+32% +$189K ﹤0.01% 841
2024
Q1 		$617K Sell
2,128
-482
-18% -$138K 0.01% 683
2023
Q4 		$796K Buy
+2,610
New +$693K 0.01% 489

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

Focus Partners Wealth's PSA Position: Q2 2026 in Review

Focus Partners Wealth increased its Public Storage (PSA) stake by 19% in Q2 2026, buying an estimated $870K and bringing the position to 17,631 shares worth $5.61M. The position accounts for 0.01% of the portfolio, ranked #906.

Focus Partners Wealth first reported a position in PSA in Q4 2023 and has held it in 11 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Focus Partners Wealth held 17,631 shares of Public Storage worth $5.61M as of Q2 2026.
  • Focus Partners Wealth bought 2,844 Public Storage shares in Q2 2026, an estimated $870K.
  • Public Storage made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #906 holding.
  • Focus Partners Wealth first reported a position in Public Storage in Q4 2023 and has held it in 11 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

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