IVC Wealth Advisors’s Public Storage PSA Stock Holding History

IVC Wealth Advisors’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	$606K	Sell	1,903 -7	-0.4%	-$2.14K	0.24%	76
2026 Q1	$517K	Sell	1,910 -13	-0.7%	-$3.73K	0.22%	84
2025 Q4	$499K	Buy	1,923 +73	+4%	+$20.4K	0.22%	86
2025 Q3	$534K	Sell	1,850 -3	-0.2%	-$861	0.24%	76
2025 Q2	$544K	Buy	1,853 +141	+8%	+$41.7K	0.27%	69
2025 Q1	$512K	Buy	1,712 +153	+10%	+$45.8K	0.28%	75
2024 Q4	$467K	Buy	1,559 +98	+7%	+$32.5K	0.26%	78
2024 Q3	$532K	Sell	1,461 -4	-0.3%	-$1.3K	0.29%	74
2024 Q2	$421K	Buy	1,465 +152	+12%	+$41.9K	0.24%	94
2024 Q1	$381K	Buy	1,313 +161	+14%	+$46.1K	0.22%	102
2023 Q4	$351K	Buy	1,152 +273	+31%	+$72.4K	0.22%	100
2023 Q3	$232K	Buy	879 +119	+16%	+$33.4K	0.15%	126
2023 Q2	$222K	Hold	760	–	–	0.14%	132
2023 Q1	$230K	Hold	760	–	–	0.16%	124
2022 Q4	$213K	Hold	760	–	–	0.16%	142
2022 Q3	$223K	Hold	760	–	–	0.18%	126
2022 Q2	$238K	Hold	760	–	–	0.18%	119
2022 Q1	$297K	Hold	760	–	–	0.2%	116
2021 Q4	$285K	Hold	760	–	–	0.18%	114
2021 Q3	$226K	Hold	760	–	–	0.16%	120
2021 Q2	$229K	Buy	+760	New	+$213K	0.16%	119

Other funds holding PSA

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

IVC Wealth Advisors's PSA Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Public Storage (PSA) stake by 0.37% in Q2 2026, selling an estimated $2.14K and leaving 1,903 shares worth $606K. The position accounts for 0.24% of the portfolio, ranked #76.

IVC Wealth Advisors first reported a position in PSA in Q2 2021 and has held it in 21 quarters since. 153 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

IVC Wealth Advisors held 1,903 shares of Public Storage worth $606K as of Q2 2026.
IVC Wealth Advisors sold 7 Public Storage shares in Q2 2026, an estimated $2.14K.
Public Storage made up 0.24% of IVC Wealth Advisors's portfolio in Q2 2026, its #76 holding.
IVC Wealth Advisors first reported a position in Public Storage in Q2 2021 and has held it in 21 quarters since.
153 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.