Helium Advisors’s Public Storage PSA Stock Holding History

Helium Advisors’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 Q3	–	Sell	-698	Closed	-$222K	–	109
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Helium Advisors's PSA Position: Q3 2026 in Review

Helium Advisors sold out of Public Storage (PSA) in Q3 2026, closing a stake of 698 shares — an estimated $222K sold.

Helium Advisors first reported a position in PSA in Q4 2024 and held it in 4 quarters. The position peaked at $225K in Q1 2025. 641 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Helium Advisors reported no remaining Public Storage position as of Q3 2026 after selling out during the quarter.
Helium Advisors sold 698 Public Storage shares in Q3 2026, an estimated $222K.
Helium Advisors first reported a position in Public Storage in Q4 2024 and held it in 4 quarters.
Helium Advisors's Public Storage position peaked at $225K in Q1 2025.
641 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.