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Fortis Group Advisors’s Public Storage PSA Stock Holding History

Fortis Group 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
Q2 		$3.18K Hold
10
– – ﹤0.01% 477
2026
Q1 		$2.71K Hold
10
– – ﹤0.01% 472
2025
Q4 		$2.6K Hold
10
– – ﹤0.01% 474
2025
Q3 		$2.89K Hold
10
– – ﹤0.01% 432
2025
Q2 		$2.93K Hold
10
– – ﹤0.01% 422
2025
Q1 		$2.99K Hold
10
– – ﹤0.01% 391
2024
Q4 		$2.99K Sell
10
-5,118
-100% -$1.7M ﹤0.01% 403
2024
Q3 		$1.87M Sell
5,128
-243
-5% -$78.9K 0.34% 68
2024
Q2 		$1.55M Buy
5,371
+5,361
+53,610% +$1.48M 0.31% 64
2024
Q1 		$2.9K Sell
10
-10
-50% -$2.87K ﹤0.01% 417
2023
Q4 		$6.1K Buy
20
+10
+100% +$2.65K ﹤0.01% 343
2023
Q3 		$2.63K Buy
+10
New +$2.8K ﹤0.01% 345
2020
Q3 		$2K Buy
+10
New +$2.04K ﹤0.01% 403

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

Fortis Group Advisors's PSA Position: Q2 2026 in Review

Fortis Group Advisors held its Public Storage (PSA) position steady in Q2 2026 at 10 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Fortis Group Advisors first reported a position in PSA in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.87M in Q3 2024. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Fortis Group Advisors held 10 shares of Public Storage worth $3.18K as of Q2 2026.
  • Fortis Group Advisors left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #477 holding.
  • Fortis Group Advisors first reported a position in Public Storage in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Public Storage position peaked at $1.87M in Q3 2024.
  • 1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.