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HB Wealth Management’s Public Storage PSA Stock Holding History

HB Wealth 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 		$1.04M Buy
3,252
+316
+11% +$96.7K 0.01% 729
2026
Q1 		$795K Buy
2,936
+533
+22% +$153K 0.01% 763
2025
Q4 		$624K Sell
2,403
-1,598
-40% -$447K ﹤0.01% 807
2025
Q3 		$1.16M Buy
4,001
+334
+9% +$95.9K 0.01% 566
2025
Q2 		$1.08M Buy
3,667
+506
+16% +$150K 0.01% 515
2025
Q1 		$946K Buy
3,161
+388
+14% +$116K 0.01% 556
2024
Q4 		$830K Sell
2,773
-140
-5% -$46.5K 0.01% 460
2024
Q3 		$1.06M Buy
2,913
+216
+8% +$70.1K 0.01% 386
2024
Q2 		$776K Buy
2,697
+1,246
+86% +$344K 0.01% 427
2024
Q1 		$421K Buy
1,451
+46
+3% +$13.2K 0.01% 553
2023
Q4 		$429K Buy
+1,405
New +$373K 0.01% 506

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

HB Wealth Management's PSA Position: Q2 2026 in Review

HB Wealth Management increased its Public Storage (PSA) stake by 11% in Q2 2026, buying an estimated $96.7K and bringing the position to 3,252 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #729.

HB Wealth Management first reported a position in PSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • HB Wealth Management held 3,252 shares of Public Storage worth $1.04M as of Q2 2026.
  • HB Wealth Management bought 316 Public Storage shares in Q2 2026, an estimated $96.7K.
  • Public Storage made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #729 holding.
  • HB Wealth Management first reported a position in Public Storage in Q4 2023 and has held it in 11 quarters since.
  • HB Wealth Management's Public Storage position peaked at $1.16M in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

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