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Integrated Wealth Concepts’s Public Storage PSA Stock Holding History

Integrated Wealth Concepts’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 		$1.89M Sell
5,940
-531
-8% -$162K 0.01% 871
2026
Q1 		$1.75M Buy
6,471
+5,524
+583% +$1.58M 0.01% 815
2025
Q4 		$246K Sell
947
-7,947
-89% -$2.22M ﹤0.01% 1415
2025
Q3 		$2.57M Buy
8,894
+1,464
+20% +$420K 0.02% 583
2025
Q2 		$2.18M Buy
7,430
+3,334
+81% +$987K 0.02% 591
2025
Q1 		$1.23M Sell
4,096
-265
-6% -$79.3K 0.01% 742
2024
Q4 		$1.31M Buy
4,361
+186
+4% +$61.7K 0.02% 708
2024
Q3 		$1.52M Sell
4,175
-6,977
-63% -$2.27M 0.02% 635
2024
Q2 		$3.21M Buy
11,152
+137
+1% +$37.8K 0.04% 370
2024
Q1 		$3.2M Buy
11,015
+766
+7% +$220K 0.05% 373
2023
Q4 		$3.13M Buy
10,249
+508
+5% +$135K 0.05% 339
2023
Q3 		$2.57M Buy
9,741
+1,349
+16% +$378K 0.05% 370
2023
Q2 		$2.45M Buy
8,392
+4,104
+96% +$1.2M 0.04% 387
2023
Q1 		$1.29M Buy
4,288
+2,952
+221% +$868K 0.03% 530
2022
Q4 		$374K Buy
1,336
+168
+14% +$49K 0.01% 742
2022
Q3 		$342K Sell
1,168
-51
-4% -$16.6K 0.01% 697
2022
Q2 		$381K Buy
+1,219
New +$422K 0.01% 678
2022
Q1 		– Sell
-1,062
Closed -$398K – 1024
2021
Q4 		$398K Sell
1,062
-977
-48% -$326K 0.01% 671
2021
Q3 		$606K Buy
+2,039
New +$640K 0.02% 533

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Integrated Wealth Concepts's PSA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Public Storage (PSA) stake by 8.2% in Q2 2026, selling an estimated $162K and leaving 5,940 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #871.

Integrated Wealth Concepts first reported a position in PSA in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.21M in Q2 2024. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Integrated Wealth Concepts held 5,940 shares of Public Storage worth $1.89M as of Q2 2026.
  • Integrated Wealth Concepts sold 531 Public Storage shares in Q2 2026, an estimated $162K.
  • Public Storage made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #871 holding.
  • Integrated Wealth Concepts first reported a position in Public Storage in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Public Storage position peaked at $3.21M in Q2 2024.
  • 1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.