IFP 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 | $548K | Buy |
1,722
+12
| +0.7% | +$3.67K | 0.01% | 996 |
|
|
2026
Q1 | $463K | Sell |
1,710
-1,699
| -50% | -$487K | 0.01% | 999 |
|
|
2025
Q4 | $885K | Buy |
3,409
+202
| +6% | +$56.5K | 0.02% | 706 |
|
|
2025
Q3 | $926K | Buy |
3,207
+104
| +3% | +$29.9K | 0.02% | 628 |
|
|
2025
Q2 | $1.04M | Buy |
3,103
+8
| +0.3% | +$2.37K | 0.03% | 566 |
|
|
2025
Q1 | $926K | Buy |
3,095
+411
| +15% | +$123K | 0.03% | 579 |
|
|
2024
Q4 | $804K | Buy |
2,684
+210
| +8% | +$69.7K | 0.03% | 580 |
|
|
2024
Q3 | $900K | Sell |
2,474
-167
| -6% | -$54.2K | 0.03% | 505 |
|
|
2024
Q2 | $760K | Buy |
2,641
+285
| +12% | +$78.6K | 0.03% | 518 |
|
|
2024
Q1 | $684K | Buy |
2,356
+874
| +59% | +$251K | 0.03% | 518 |
|
|
2023
Q4 | $452K | Buy |
1,482
+160
| +12% | +$42.5K | 0.02% | 609 |
|
|
2023
Q3 | $349K | Buy |
1,322
+242
| +22% | +$67.8K | 0.02% | 719 |
|
|
2023
Q2 | $315K | Buy |
1,080
+641
| +146% | +$187K | 0.01% | 825 |
|
|
2023
Q1 | $60K | Sell |
439
-428
| -49% | -$126K | ﹤0.01% | 1488 |
|
|
2022
Q4 | $129K | Sell |
867
-2,026
| -70% | -$591K | ﹤0.01% | 1607 |
|
|
2022
Q3 | $429K | Buy |
2,893
+82
| +3% | +$26.7K | 0.01% | 999 |
|
|
2022
Q2 | $415K | Hold |
2,811
| – | – | 0.01% | 920 |
|
|
2022
Q1 | $415K | Buy |
2,811
+2,176
| +343% | +$790K | 0.01% | 920 |
|
|
2021
Q4 | $240K | Sell |
635
-7
| -1% | -$2.34K | ﹤0.01% | 870 |
|
|
2021
Q3 | $192K | Sell |
642
-8
| -1% | -$2.51K | ﹤0.01% | 973 |
|
|
2021
Q2 | $196K | Buy |
650
+120
| +23% | +$33.7K | ﹤0.01% | 919 |
|
|
2021
Q1 | $130K | Buy |
530
+65
| +14% | +$15.1K | ﹤0.01% | 1044 |
|
|
2020
Q4 | $109K | Sell |
465
-45
| -9% | -$10.3K | ﹤0.01% | 1091 |
|
|
2020
Q3 | $113K | Sell |
510
-19
| -4% | -$3.88K | 0.01% | 937 |
|
|
2020
Q2 | $102K | Buy |
529
+83
| +19% | +$16K | 0.01% | 919 |
|
|
2020
Q1 | $84K | Sell |
446
-52
| -10% | -$11.1K | 0.01% | 909 |
|
|
2019
Q4 | $106K | Sell |
498
-572
| -53% | -$127K | 0.01% | 919 |
|
|
2019
Q3 | $263K | Buy |
+1,070
| New | +$269K | 0.02% | 677 |
|
|
2019
Q1 | $87K | Sell |
401
-9,405
| -96% | -$1.97M | 0.01% | 740 |
|
|
2018
Q4 | $1.98M | Sell |
9,806
-122
| -1% | -$24.9K | 0.12% | 189 |
|
|
2018
Q3 | $2M | Buy |
9,928
+545
| +6% | +$118K | 0.08% | 259 |
|
|
2018
Q2 | $2.13M | Buy |
9,383
+1,184
| +14% | +$247K | 0.09% | 236 |
|
|
2018
Q1 | $1.71M | Hold |
8,199
| – | – | 0.08% | 265 |
|
|
2017
Q4 | $1.71M | Sell |
8,199
-2,550
| -24% | -$539K | 0.08% | 264 |
|
|
2017
Q3 | $2.3M | Sell |
10,749
-1,663
| -13% | -$344K | 0.09% | 240 |
|
|
2017
Q2 | $2.59M | Buy |
12,412
+3,348
| +37% | +$720K | 0.11% | 208 |
|
|
2017
Q1 | $1.98M | Buy |
9,064
+5,147
| +131% | +$1.14M | 0.09% | 255 |
|
|
2016
Q4 | $876K | Buy |
3,917
+1,324
| +51% | +$282K | 0.04% | 424 |
|
|
2016
Q3 | $579K | Sell |
2,593
-576
| -18% | -$135K | 0.03% | 508 |
|
|
2016
Q2 | $810K | Buy |
3,169
+2,768
| +690% | +$710K | 0.05% | 400 |
|
|
2016
Q1 | $87K | Sell |
401
-1,183
| -75% | -$298K | 0.01% | 740 |
|
|
2015
Q4 | $392K | Buy |
+1,584
| New | +$371K | 0.03% | 557 |
|
Other funds holding PSA
IFP Advisors's PSA Position: Q2 2026 in Review
IFP Advisors increased its Public Storage (PSA) stake by 0.7% in Q2 2026, buying an estimated $3.67K and bringing the position to 1,722 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #996.
IFP Advisors first reported a position in PSA in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.59M in Q2 2017. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.
- IFP Advisors held 1,722 shares of Public Storage worth $548K as of Q2 2026.
- IFP Advisors bought 12 Public Storage shares in Q2 2026, an estimated $3.67K.
- Public Storage made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #996 holding.
- IFP Advisors first reported a position in Public Storage in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Public Storage position peaked at $2.59M in Q2 2017.
- 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.