Global Wealth Management Investment Advisory’s Public Storage PSA Stock Holding History

Global Wealth Management Investment Advisory’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	$1.27M	Buy	4,004 +39	+1%	+$11.9K	0.18%	92
2026 Q1	$1.07M	Buy	3,965 +125	+3%	+$35.8K	0.17%	98
2025 Q4	$996K	Buy	3,840 +319	+9%	+$89.3K	0.16%	101
2025 Q3	$1.02M	Buy	3,521 +306	+10%	+$87.8K	0.17%	102
2025 Q2	$943K	Buy	3,215 +292	+10%	+$86.4K	0.18%	101
2025 Q1	$875K	Buy	2,923 +738	+34%	+$221K	0.18%	104
2024 Q4	$654K	Buy	2,185 +236	+12%	+$78.3K	0.13%	105
2024 Q3	$709K	Buy	1,949 +239	+14%	+$77.6K	0.15%	104
2024 Q2	$492K	Buy	1,710 +99	+6%	+$27.3K	0.11%	112
2024 Q1	$467K	Sell	1,611 -1	-0.1%	-$287	0.11%	115
2023 Q4	$492K	Buy	1,612 +172	+12%	+$45.6K	0.13%	114
2023 Q3	$379K	Buy	1,440 +105	+8%	+$29.4K	0.11%	119
2023 Q2	$390K	Buy	1,335 +101	+8%	+$29.4K	0.11%	120
2023 Q1	$373K	Buy	1,234 +72	+6%	+$21.2K	0.11%	116
2022 Q4	$326K	Buy	1,162 +83	+8%	+$24.2K	0.11%	115
2022 Q3	$316K	Buy	1,079 +99	+10%	+$32.2K	0.11%	114
2022 Q2	$306K	Buy	980 +69	+8%	+$23.9K	0.1%	122
2022 Q1	$355K	Buy	911 +107	+13%	+$38.8K	0.11%	114
2021 Q4	$301K	Buy	804 +105	+15%	+$35.1K	0.09%	124
2021 Q3	$208K	Sell	699 -7,003	-91%	-$2.2M	0.07%	135
2021 Q2	$2.32M	Buy	7,702 +84	+1%	+$23.6K	0.77%	48
2021 Q1	$1.88M	Sell	7,618 -1,193	-14%	-$278K	0.68%	50
2020 Q4	$2.04M	Sell	8,811 -3	-0%	-$688	0.79%	44
2020 Q3	$1.96M	Sell	8,814 -202	-2%	-$41.3K	0.85%	40
2020 Q2	$1.73M	Buy	9,016 +193	+2%	+$37.2K	0.74%	52
2020 Q1	$1.75M	Sell	8,823 -219	-2%	-$46.9K	0.88%	40
2019 Q4	$1.93M	Buy	9,042 +1,623	+22%	+$360K	0.81%	53
2019 Q3	$1.82M	Buy	7,419 +308	+4%	+$77.3K	0.83%	49
2019 Q2	$1.69M	Buy	7,111 +271	+4%	+$62.2K	0.82%	51
2019 Q1	$1.49M	Buy	6,840 +853	+14%	+$179K	0.77%	49
2018 Q4	$1.21M	Buy	+5,987	New	+$1.22M	0.71%	53

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Global Wealth Management Investment Advisory's PSA Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Public Storage (PSA) stake by 0.98% in Q2 2026, buying an estimated $11.9K and bringing the position to 4,004 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #92.

Global Wealth Management Investment Advisory first reported a position in PSA in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.32M in Q2 2021. 1,119 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Global Wealth Management Investment Advisory held 4,004 shares of Public Storage worth $1.27M as of Q2 2026.
Global Wealth Management Investment Advisory bought 39 Public Storage shares in Q2 2026, an estimated $11.9K.
Public Storage made up 0.18% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #92 holding.
Global Wealth Management Investment Advisory first reported a position in Public Storage in Q4 2018 and has held it in 31 quarters since.
Global Wealth Management Investment Advisory's Public Storage position peaked at $2.32M in Q2 2021.
1,119 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.