Highline Wealth Partners
PSA icon

Highline Wealth Partners’s Public Storage PSA Stock Holding History

Highline Wealth Partners’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 		$21.2K Buy
75
+16
+27% +$5.01K ﹤0.01% 428
2026
Q2 		$18.8K Buy
59
+32
+119% +$9.8K ﹤0.01% 409
2026
Q1 		$7.33K Buy
27
+21
+350% +$6.02K ﹤0.01% 577
2025
Q4 		$1.57K Sell
6
-5
-45% -$1.4K ﹤0.01% 878
2025
Q3 		$3.19K Sell
11
-7
-39% -$2.01K ﹤0.01% 724
2025
Q2 		$5.29K Sell
18
-4
-18% -$1.18K ﹤0.01% 435
2025
Q1 		$6.59K Buy
22
+11
+100% +$3.29K ﹤0.01% 373
2024
Q4 		$3.3K Sell
11
-4
-27% -$1.33K ﹤0.01% 402
2024
Q3 		$5.46K Buy
15
+5
+50% +$1.62K ﹤0.01% 329
2024
Q2 		$2.88K Buy
10
+9
+900% +$2.48K ﹤0.01% 345
2024
Q1 		$290 Hold
1
– – ﹤0.01% 420
2023
Q4 		$305 Hold
1
– – ﹤0.01% 388
2023
Q3 		$264 Hold
1
– – ﹤0.01% 372
2023
Q2 		$292 Hold
1
– – ﹤0.01% 321
2023
Q1 		$302 Hold
1
– – ﹤0.01% 318
2022
Q4 		$280 Sell
1
-2
-67% -$583 ﹤0.01% 320
2022
Q3 		$878 Buy
+3
New +$976 ﹤0.01% 268

Other funds holding PSA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Highline Wealth Partners's PSA Position: Q3 2026 in Review

Highline Wealth Partners increased its Public Storage (PSA) stake by 27% in Q3 2026, buying an estimated $5.01K and bringing the position to 75 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Highline Wealth Partners first reported a position in PSA in Q3 2022 and has held it in 17 quarters since. 593 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Highline Wealth Partners held 75 shares of Public Storage worth $21.2K as of Q3 2026.
  • Highline Wealth Partners bought 16 Public Storage shares in Q3 2026, an estimated $5.01K.
  • Public Storage made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #428 holding.
  • Highline Wealth Partners first reported a position in Public Storage in Q3 2022 and has held it in 17 quarters since.
  • 593 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.