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Formidable Asset Management’s Public Storage PSA Stock Holding History

Formidable Asset Management’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 		$657K Hold
2,063
– – 0.1% 189
2026
Q1 		$559K Sell
2,063
-819
-28% -$235K 0.09% 213
2025
Q4 		$770K Sell
2,882
-375
-12% -$105K 0.11% 180
2025
Q3 		$946K Sell
3,257
-134
-4% -$38.5K 0.15% 136
2025
Q2 		$1M Buy
3,391
+112
+3% +$33.2K 0.17% 117
2025
Q1 		$981K Sell
3,279
-130
-4% -$38.9K 0.16% 120
2024
Q4 		$1.02M Buy
3,409
+346
+11% +$115K 0.17% 121
2024
Q3 		$1.11M Sell
3,063
-1,086
-26% -$353K 0.18% 111
2024
Q2 		$1.19M Buy
4,149
+209
+5% +$57.6K 0.19% 107
2024
Q1 		$1.14M Sell
3,940
-1,227
-24% -$352K 0.19% 111
2023
Q4 		$1.58M Buy
5,167
+2,173
+73% +$577K 0.33% 60
2023
Q3 		$789K Buy
2,994
+154
+5% +$43.2K 0.17% 118
2023
Q2 		$829K Buy
2,840
+267
+10% +$77.8K 0.18% 101
2023
Q1 		$777K Sell
2,573
-2,999
-54% -$882K 0.16% 110
2022
Q4 		$1.56M Buy
5,572
+2,228
+67% +$650K 0.35% 47
2022
Q3 		$980K Buy
3,344
+76
+2% +$24.7K 0.23% 83
2022
Q2 		$1.02M Buy
3,268
+490
+18% +$170K 0.23% 82
2022
Q1 		$1.08M Buy
2,778
+25
+0.9% +$9.07K 0.21% 91
2021
Q4 		$1.03M Sell
2,753
-2,583
-48% -$863K 0.2% 100
2021
Q3 		$1.59M Buy
+5,336
New +$1.67M 0.3% 65
2020
Q2 		– Sell
-4,341
Closed -$863K – 278
2020
Q1 		$863K Sell
4,341
-258
-6% -$55.3K 0.34% 65
2019
Q4 		$1.02M Buy
+4,599
New +$1.02M 0.32% 73
2019
Q3 		– Sell
-4,345
Closed -$1.05M – 205
2019
Q2 		$1.05M Buy
+4,345
New +$997K 0.36% 73
2017
Q2 		– Sell
-3,105
Closed -$647K – 199
2017
Q1 		$647K Buy
3,105
+417
+16% +$92.4K 0.28% 87
2016
Q4 		$601K Buy
2,688
+36
+1% +$7.66K 0.3% 84
2016
Q3 		$592K Buy
2,652
+193
+8% +$45.1K 0.29% 91
2016
Q2 		$619K Buy
+2,459
New +$631K 0.34% 79

Other funds holding PSA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Formidable Asset Management's PSA Position: Q2 2026 in Review

Formidable Asset Management held its Public Storage (PSA) position steady in Q2 2026 at 2,063 shares worth $657K. The position accounts for 0.1% of the portfolio, ranked #189.

Formidable Asset Management first reported a position in PSA in Q2 2016 and has held it in 27 quarters since. The position peaked at $1.59M in Q3 2021. 420 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Formidable Asset Management held 2,063 shares of Public Storage worth $657K as of Q2 2026.
  • Formidable Asset Management left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up 0.1% of Formidable Asset Management's portfolio in Q2 2026, its #189 holding.
  • Formidable Asset Management first reported a position in Public Storage in Q2 2016 and has held it in 27 quarters since.
  • Formidable Asset Management's Public Storage position peaked at $1.59M in Q3 2021.
  • 420 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.