Impact Partnership Wealth
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Impact Partnership Wealth’s Public Storage PSA Stock Holding History

Impact Partnership Wealth’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 		$223K Sell
790
-1,502
-66% -$470K 0.02% 434
2026
Q2 		$729K Buy
2,292
+1,514
+195% +$463K 0.07% 186
2026
Q1 		$211K Sell
778
-1,590
-67% -$456K 0.03% 336
2025
Q4 		$614K Sell
2,368
-403
-15% -$113K 0.08% 167
2025
Q3 		$800K Buy
2,771
+221
+9% +$63.4K 0.12% 111
2025
Q2 		$748K Sell
2,550
-307
-11% -$90.9K 0.14% 74
2025
Q1 		$855K Sell
2,857
-301
-10% -$90K 0.18% 58
2024
Q4 		$946K Sell
3,158
-74
-2% -$24.6K 0.19% 61
2024
Q3 		$1.18M Sell
3,232
-96
-3% -$31.2K 0.27% 40
2024
Q2 		$957K Buy
3,328
+1,076
+48% +$297K 0.25% 50
2024
Q1 		$653K Sell
2,252
-293
-12% -$84K 0.26% 50
2023
Q4 		$776K Buy
2,545
+2,360
+1,276% +$626K 0.28% 47
2023
Q3 		$48.8K Sell
185
-838
-82% -$235K 0.02% 401
2023
Q2 		$299K Buy
+1,023
New +$298K 0.1% 142

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

Impact Partnership Wealth's PSA Position: Q3 2026 in Review

Impact Partnership Wealth reduced its Public Storage (PSA) stake by 66% in Q3 2026, selling an estimated $470K and leaving 790 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #434.

Impact Partnership Wealth first reported a position in PSA in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.18M in Q3 2024. 644 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Impact Partnership Wealth held 790 shares of Public Storage worth $223K as of Q3 2026.
  • Impact Partnership Wealth sold 1,502 Public Storage shares in Q3 2026, an estimated $470K.
  • Public Storage made up 0.02% of Impact Partnership Wealth's portfolio in Q3 2026, its #434 holding.
  • Impact Partnership Wealth first reported a position in Public Storage in Q2 2023 and has held it in 14 quarters since.
  • Impact Partnership Wealth's Public Storage position peaked at $1.18M in Q3 2024.
  • 644 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.