IMG Wealth Management’s Public Storage PSA Stock Holding History

IMG Wealth Management’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	$2.55K	Buy	9 +3	+50%	+$939	﹤0.01%	475
2026 Q2	$1.91K	Hold	6	–	–	﹤0.01%	469
2026 Q1	$1.62K	Sell	6 -18	-75%	-$5.16K	﹤0.01%	451
2025 Q4	$6.23K	Buy	24 +6	+33%	+$1.68K	﹤0.01%	391
2025 Q3	$5.2K	Hold	18	–	–	﹤0.01%	350
2025 Q2	$5.28K	Buy	+18	New	+$5.33K	﹤0.01%	341

Other funds holding PSA

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

IMG Wealth Management's PSA Position: Q3 2026 in Review

IMG Wealth Management increased its Public Storage (PSA) stake by 50% in Q3 2026, buying an estimated $939 and bringing the position to 9 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

IMG Wealth Management first reported a position in PSA in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.23K in Q4 2025. 706 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

IMG Wealth Management held 9 shares of Public Storage worth $2.55K as of Q3 2026.
IMG Wealth Management bought 3 Public Storage shares in Q3 2026, an estimated $939.
Public Storage made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #475 holding.
IMG Wealth Management first reported a position in Public Storage in Q2 2025 and has held it in 6 quarters since.
IMG Wealth Management's Public Storage position peaked at $6.23K in Q4 2025.
706 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.