Helium Advisors’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
$222K Buy
+698
New +$214K 0.18% 98
2025
Q3
Sell
-749
Closed -$220K 98
2025
Q2
$220K Sell
749
-4
-0.5% -$1.18K 0.14% 96
2025
Q1
$225K Buy
753
+2
+0.3% +$598 0.16% 91
2024
Q4
$225K Buy
+751
New +$249K 0.18% 88

Other funds holding PSA

Helium Advisors's PSA Position: Q2 2026 in Review

Helium Advisors opened a new position in Public Storage (PSA) in Q2 2026: 698 shares worth $222K. The stake represents 0.18% of the portfolio and ranks #98 among its holdings. This is a return to the name: Helium Advisors previously reported a position in PSA as recently as Q2 2025.

Helium Advisors first reported a position in PSA in Q4 2024 and has held it in 4 quarters since. The position peaked at $225K in Q1 2025. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Helium Advisors held 698 shares of Public Storage worth $222K as of Q2 2026.
  • Public Storage was a new Helium Advisors position in Q2 2026.
  • Public Storage made up 0.18% of Helium Advisors's portfolio in Q2 2026, its #98 holding.
  • Helium Advisors first reported a position in Public Storage in Q4 2024 and has held it in 4 quarters since.
  • Helium Advisors's Public Storage position peaked at $225K in Q1 2025.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.