HeadInvest LLC’s Public Storage PSA Stock Holding History

HeadInvest LLC’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	$275K	Sell	863 -24	-3%	-$7.34K	0.05%	193
2026 Q1	$240K	Sell	887 -50	-5%	-$14.3K	0.05%	204
2025 Q4	$243K	Sell	937 -34	-4%	-$9.51K	0.05%	200
2025 Q3	$280K	Sell	971 -7	-0.7%	-$2.01K	0.06%	187
2025 Q2	$287K	Sell	978 -24	-2%	-$7.11K	0.06%	184
2025 Q1	$300K	Hold	1,002	–	–	0.06%	192
2024 Q4	$300K	Hold	1,002	–	–	0.06%	194
2024 Q3	$365K	Hold	1,002	–	–	0.07%	176
2024 Q2	$288K	Hold	1,002	–	–	0.06%	185
2024 Q1	$291K	Hold	1,002	–	–	0.06%	192
2023 Q4	$306K	Hold	1,002	–	–	0.06%	182
2023 Q3	$261K	Hold	1,002	–	–	0.06%	188
2023 Q2	$287K	Sell	1,002 -23	-2%	-$6.7K	0.06%	183
2023 Q1	$310K	Hold	1,025	–	–	0.07%	179
2022 Q4	$287K	Sell	1,025 -78	-7%	-$22.7K	0.06%	180
2022 Q3	$323K	Buy	1,103 +15	+1%	+$4.88K	0.08%	165
2022 Q2	$340K	Hold	1,088	–	–	0.08%	166
2022 Q1	$425K	Sell	1,088 -21	-2%	-$7.62K	0.08%	159
2021 Q4	$415K	Buy	1,109 +14	+1%	+$4.68K	0.07%	165
2021 Q3	$325K	Sell	1,095 -30	-3%	-$9.41K	0.06%	177
2021 Q2	$338K	Buy	1,125 +37	+3%	+$10.4K	0.06%	176
2021 Q1	$268K	Buy	1,088 +167	+18%	+$38.9K	0.05%	192
2020 Q4	$213K	Buy	+921	New	+$211K	0.05%	202

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

HeadInvest LLC's PSA Position: Q2 2026 in Review

HeadInvest LLC reduced its Public Storage (PSA) stake by 2.7% in Q2 2026, selling an estimated $7.34K and leaving 863 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #193.

HeadInvest LLC first reported a position in PSA in Q4 2020 and has held it in 23 quarters since. The position peaked at $425K in Q1 2022. 1,122 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

HeadInvest LLC held 863 shares of Public Storage worth $275K as of Q2 2026.
HeadInvest LLC sold 24 Public Storage shares in Q2 2026, an estimated $7.34K.
Public Storage made up 0.05% of HeadInvest LLC's portfolio in Q2 2026, its #193 holding.
HeadInvest LLC first reported a position in Public Storage in Q4 2020 and has held it in 23 quarters since.
HeadInvest LLC's Public Storage position peaked at $425K in Q1 2022.
1,122 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.