JFS Wealth Advisors’s Public Storage PSA Stock Holding History

JFS 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	$103K	Hold	323	–	–	0.01%	426
2026 Q1	$87.5K	Hold	323	–	–	﹤0.01%	426
2025 Q4	$83.8K	Hold	323	–	–	﹤0.01%	437
2025 Q3	$93.3K	Hold	323	–	–	0.01%	417
2025 Q2	$94.8K	Hold	323	–	–	0.01%	378
2025 Q1	$96.7K	Hold	323	–	–	0.01%	372
2024 Q4	$96.7K	Sell	323 -40	-11%	-$13.3K	0.01%	366
2024 Q3	$132K	Hold	363	–	–	0.01%	332
2024 Q2	$104K	Sell	363 -1	-0.3%	-$276	0.01%	300
2024 Q1	$106K	Sell	364 -6	-2%	-$1.72K	0.01%	310
2023 Q4	$113K	Buy	370 +7	+2%	+$1.86K	0.01%	285
2023 Q3	$95.7K	Hold	363	–	–	0.01%	284
2023 Q2	$106K	Hold	363	–	–	0.01%	274
2023 Q1	$110K	Hold	363	–	–	0.01%	263
2022 Q4	$102K	Sell	363 -220	-38%	-$64.2K	0.01%	276
2022 Q3	$171K	Hold	583	–	–	0.02%	227
2022 Q2	$182K	Buy	583 +40	+7%	+$13.8K	0.02%	220
2022 Q1	$212K	Buy	543 +220	+68%	+$79.8K	0.02%	222
2021 Q4	$121K	Hold	323	–	–	0.01%	278
2021 Q3	$96K	Buy	+323	New	+$101K	0.01%	317
2018 Q4	–	Sell	-37	Closed	-$7K	–	517
2018 Q3	$7K	Buy	+37	New	+$7.99K	﹤0.01%	439
2016 Q2	–	Sell	-4	Closed	-$1K	–	594
2016 Q1	$1K	Buy	+4	New	+$1.01K	﹤0.01%	594
2015 Q3	–	Sell	-11	Closed	-$2K	–	547
2015 Q2	$2K	Hold	11	–	–	﹤0.01%	468
2015 Q1	$2K	Buy	11 +5	+83%	+$990	﹤0.01%	464
2014 Q4	$1K	Hold	6	–	–	﹤0.01%	506
2014 Q3	$1K	Buy	6 +1	+20%	+$172	﹤0.01%	462
2014 Q2	$1K	Buy	+5	New	+$857	﹤0.01%	456

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 $3.37T AUM 44.26% 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

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

JFS Wealth Advisors held its Public Storage (PSA) position steady in Q2 2026 at 323 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #426.

JFS Wealth Advisors first reported a position in PSA in Q2 2014 and has held it in 27 quarters since. The position peaked at $212K in Q1 2022. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

JFS Wealth Advisors held 323 shares of Public Storage worth $103K as of Q2 2026.
JFS Wealth Advisors left its Public Storage share count unchanged in Q2 2026.
Public Storage made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #426 holding.
JFS Wealth Advisors first reported a position in Public Storage in Q2 2014 and has held it in 27 quarters since.
JFS Wealth Advisors's Public Storage position peaked at $212K in Q1 2022.
1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.