Intrua Financial’s Public Storage PSA Stock Holding History

Intrua Financial’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	$402K	Buy	+1,264	New	+$387K	0.04%	334
2025 Q4	–	Sell	-710	Closed	-$205K	–	481
2025 Q3	$205K	Buy	710 +8	+1%	+$2.3K	0.02%	434
2025 Q2	$206K	Sell	702 -9	-1%	-$2.66K	0.03%	359
2025 Q1	$213K	Sell	711 -139	-16%	-$41.6K	0.03%	350
2024 Q4	$254K	Sell	850 -55	-6%	-$18.3K	0.04%	305
2024 Q3	$329K	Sell	905 -140	-13%	-$45.5K	0.05%	287
2024 Q2	$301K	Sell	1,045 -131	-11%	-$36.1K	0.04%	305
2024 Q1	$341K	Sell	1,176 -2,854	-71%	-$818K	0.05%	299
2023 Q4	$1.23M	Sell	4,030 -515	-11%	-$137K	0.18%	119
2023 Q3	$1.2M	Sell	4,545 -962	-17%	-$270K	0.2%	106
2023 Q2	$1.61M	Buy	5,507 +379	+7%	+$110K	0.27%	89
2023 Q1	$1.52M	Buy	5,128 +1,428	+39%	+$420K	0.32%	82
2022 Q4	$1.06M	Buy	3,700 +863	+30%	+$252K	0.25%	94
2022 Q3	$831K	Buy	2,837 +522	+23%	+$170K	0.22%	104
2022 Q2	$724K	Buy	2,315 +743	+47%	+$257K	0.15%	147
2022 Q1	$614K	Buy	+1,572	New	+$570K	0.11%	194

Other funds holding PSA

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Intrua Financial's PSA Position: Q2 2026 in Review

Intrua Financial opened a new position in Public Storage (PSA) in Q2 2026: 1,264 shares worth $402K. The stake represents 0.04% of the portfolio and ranks #334 among its holdings. This is a return to the name: Intrua Financial previously reported a position in PSA as recently as Q3 2025.

Intrua Financial first reported a position in PSA in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q2 2023. 465 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Intrua Financial held 1,264 shares of Public Storage worth $402K as of Q2 2026.
Public Storage was a new Intrua Financial position in Q2 2026.
Public Storage made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #334 holding.
Intrua Financial first reported a position in Public Storage in Q1 2022 and has held it in 16 quarters since.
Intrua Financial's Public Storage position peaked at $1.61M in Q2 2023.
465 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.