FMWA
PSA icon

Forvis Mazars Wealth Advisors’s Public Storage PSA Stock Holding History

Forvis Mazars Wealth 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
Q1 		– Sell
-833
Closed -$216K – 411
2025
Q4 		$216K Sell
833
-953
-53% -$267K ﹤0.01% 395
2025
Q3 		$516K Buy
1,786
+49
+3% +$14.1K 0.01% 275
2025
Q2 		$510K Sell
1,737
-3
-0.2% -$888 0.01% 282
2025
Q1 		$521K Hold
1,740
– – 0.01% 276
2024
Q4 		$521K Hold
1,740
– – 0.01% 303
2024
Q3 		$633K Sell
1,740
-3
-0.2% -$974 0.01% 283
2024
Q2 		$501K Buy
+1,743
New +$481K 0.01% 291
2021
Q1 		– Sell
-2,976
Closed -$687K – 339
2020
Q4 		$687K Buy
2,976
+64
+2% +$14.7K 0.03% 178
2020
Q3 		$649K Buy
2,912
+81
+3% +$16.6K 0.04% 174
2020
Q2 		$543K Buy
2,831
+975
+53% +$188K 0.04% 186
2020
Q1 		$369K Buy
+1,856
New +$398K 0.03% 198

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PSA Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors sold out of Public Storage (PSA) in Q1 2026, closing a stake of 833 shares — an estimated $216K sold.

Forvis Mazars Wealth Advisors first reported a position in PSA in Q1 2020 and held it in 11 quarters. The position peaked at $687K in Q4 2020. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Forvis Mazars Wealth Advisors reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 833 Public Storage shares in Q1 2026, an estimated $216K.
  • Forvis Mazars Wealth Advisors first reported a position in Public Storage in Q1 2020 and held it in 11 quarters.
  • Forvis Mazars Wealth Advisors's Public Storage position peaked at $687K in Q4 2020.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.