GeoWealth Management’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.6M Sell
5,025
-1,253
-20% -$383K 0.05% 220
2026
Q1
$1.7M Sell
6,278
-414
-6% -$119K 0.06% 181
2025
Q4
$1.74M Buy
6,692
+161
+2% +$45K 0.06% 176
2025
Q3
$1.89M Sell
6,531
-233
-3% -$66.9K 0.07% 177
2025
Q2
$1.98M Sell
6,764
-426
-6% -$126K 0.08% 155
2025
Q1
$2.15M Buy
7,190
+29
+0.4% +$8.67K 0.09% 134
2024
Q4
$2.14M Buy
7,161
+1,403
+24% +$466K 0.07% 179
2024
Q3
$2.1M Buy
5,758
+484
+9% +$157K 0.07% 177
2024
Q2
$1.52M Buy
5,274
+270
+5% +$74.5K 0.07% 195
2024
Q1
$1.45M Buy
+5,004
New +$1.43M 0.06% 229
2022
Q4
Sell
-1,367
Closed -$401K 386
2022
Q3
$401K Buy
1,367
+55
+4% +$17.9K 0.04% 184
2022
Q2
$413K Buy
1,312
+46
+4% +$15.9K 0.06% 176
2022
Q1
$494K Buy
+1,266
New +$459K 0.04% 208

Other funds holding PSA

GeoWealth Management's PSA Position: Q2 2026 in Review

GeoWealth Management reduced its Public Storage (PSA) stake by 20% in Q2 2026, selling an estimated $383K and leaving 5,025 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #220.

GeoWealth Management first reported a position in PSA in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.15M in Q1 2025. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • GeoWealth Management held 5,025 shares of Public Storage worth $1.6M as of Q2 2026.
  • GeoWealth Management sold 1,253 Public Storage shares in Q2 2026, an estimated $383K.
  • Public Storage made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #220 holding.
  • GeoWealth Management first reported a position in Public Storage in Q1 2022 and has held it in 13 quarters since.
  • GeoWealth Management's Public Storage position peaked at $2.15M in Q1 2025.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.