Institute for Wealth Management’s Public Storage PSA Stock Holding History

Institute for 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 Q2	$168K	Buy	+527	New	+$161K	0.01%	556
2023 Q3	–	Sell	-691	Closed	-$202K	–	474
2023 Q2	$202K	Hold	691	–	–	0.03%	444
2023 Q1	$209K	Buy	+691	New	+$203K	0.04%	422
2022 Q4	–	Sell	-691	Closed	-$202K	–	466
2022 Q3	$202K	Hold	691	–	–	0.05%	420
2022 Q2	$216K	Buy	691 +15	+2%	+$5.19K	0.04%	474
2022 Q1	$264K	Hold	676	–	–	0.04%	457
2021 Q4	$253K	Sell	676 -55	-8%	-$18.4K	0.04%	414
2021 Q3	$217K	Buy	731 +54	+8%	+$16.9K	0.04%	451
2021 Q2	$204K	Buy	+677	New	+$190K	0.04%	462
2020 Q1	–	Sell	-1,056	Closed	-$225K	–	603
2019 Q4	$225K	Hold	1,056	–	–	0.05%	404
2019 Q3	$259K	Sell	1,056 -512	-33%	-$129K	0.07%	352
2019 Q2	$373K	Hold	1,568	–	–	0.08%	306
2019 Q1	$341K	Sell	1,568 -21	-1%	-$4.39K	0.07%	310
2018 Q4	$318K	Buy	+1,589	New	+$324K	0.13%	192
2018 Q1	–	Sell	-1,574	Closed	-$329K	–	367
2017 Q4	$329K	Buy	+1,574	New	+$333K	0.08%	289
2017 Q3	–	Sell	-1,631	Closed	-$340K	–	361
2017 Q2	$340K	Buy	+1,631	New	+$351K	0.09%	288

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Institute for Wealth Management's PSA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Public Storage (PSA) in Q2 2026: 527 shares worth $168K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PSA as recently as Q2 2023.

Institute for Wealth Management first reported a position in PSA in Q2 2017 and has held it in 16 quarters since. The position peaked at $373K in Q2 2019. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Institute for Wealth Management held 527 shares of Public Storage worth $168K as of Q2 2026.
Public Storage was a new Institute for Wealth Management position in Q2 2026.
Public Storage made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #556 holding.
Institute for Wealth Management first reported a position in Public Storage in Q2 2017 and has held it in 16 quarters since.
Institute for Wealth Management's Public Storage position peaked at $373K in Q2 2019.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.