Kestra Advisory Services’s Public Storage PSA Stock Holding History

Kestra Advisory Services’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 Q1	$4.91M	Sell	18,109 -14,639	-45%	-$4.2M	0.02%	799
2025 Q4	$8.5M	Sell	32,748 -27	-0.1%	-$7.55K	0.04%	473
2025 Q3	$9.47M	Buy	32,775 +592	+2%	+$170K	0.04%	414
2025 Q2	$9.44M	Sell	32,183 -55	-0.2%	-$16.3K	0.05%	398
2025 Q1	$9.65M	Buy	32,238 +2,919	+10%	+$873K	0.05%	360
2024 Q4	$8.78M	Buy	29,319 +23,304	+387%	+$7.73M	0.05%	388
2024 Q3	$2.19M	Sell	6,015 -20,003	-77%	-$6.49M	0.01%	914
2024 Q2	$7.48M	Sell	26,018 -147	-0.6%	-$40.5K	0.04%	451
2024 Q1	$7.59M	Buy	26,165 +22,812	+680%	+$6.54M	0.05%	387
2023 Q4	$479K	Buy	+3,353	New	+$890K	﹤0.01%	1561
2023 Q3	–	Sell	-1,869	Closed	-$546K	–	2205
2023 Q2	$546K	Buy	+1,869	New	+$545K	0.01%	1285
2023 Q1	–	Sell	-728	Closed	-$204K	–	2259
2022 Q4	$204K	Buy	+728	New	+$212K	﹤0.01%	2013

Other funds holding PSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Advisory Services's PSA Position: Q1 2026 in Review

Kestra Advisory Services reduced its Public Storage (PSA) stake by 45% in Q1 2026, selling an estimated $4.2M and leaving 18,109 shares worth $4.91M. The position accounts for 0.02% of the portfolio, ranked #799.

Kestra Advisory Services first reported a position in PSA in Q4 2022 and has held it in 12 quarters since. The position peaked at $9.65M in Q1 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Kestra Advisory Services held 18,109 shares of Public Storage worth $4.91M as of Q1 2026.
Kestra Advisory Services sold 14,639 Public Storage shares in Q1 2026, an estimated $4.2M.
Public Storage made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #799 holding.
Kestra Advisory Services first reported a position in Public Storage in Q4 2022 and has held it in 12 quarters since.
Kestra Advisory Services's Public Storage position peaked at $9.65M in Q1 2025.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.