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 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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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. 419 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.
419 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.