Kestra Private Wealth Services’s Public Storage PSA Stock Holding History

Kestra Private Wealth 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 Q2	$3.2M	Buy	10,065 +2,539	+34%	+$777K	0.04%	455
2026 Q1	$2.04M	Buy	7,526 +3,155	+72%	+$905K	0.03%	548
2025 Q4	$1.13M	Sell	4,371 -3,618	-45%	-$1.01M	0.01%	755
2025 Q3	$2.31M	Buy	7,989 +798	+11%	+$229K	0.03%	484
2025 Q2	$2.11M	Buy	7,191 +4,544	+172%	+$1.35M	0.03%	481
2025 Q1	$792K	Buy	2,647 +137	+5%	+$41K	0.01%	771
2024 Q4	$752K	Buy	2,510 +138	+6%	+$45.8K	0.01%	753
2024 Q3	$863K	Sell	2,372 -1,332	-36%	-$432K	0.02%	666
2024 Q2	$1.07M	Buy	3,704 +72	+2%	+$19.9K	0.02%	556
2024 Q1	$1.05M	Buy	+3,632	New	+$1.04M	0.02%	543
2023 Q4	–	Sell	-2,262	Closed	-$596K	–	1279
2023 Q3	$596K	Buy	+2,262	New	+$634K	0.02%	611

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's PSA Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Public Storage (PSA) stake by 34% in Q2 2026, buying an estimated $777K and bringing the position to 10,065 shares worth $3.2M. The position accounts for 0.04% of the portfolio, ranked #455.

Kestra Private Wealth Services first reported a position in PSA in Q3 2023 and has held it in 11 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Kestra Private Wealth Services held 10,065 shares of Public Storage worth $3.2M as of Q2 2026.
Kestra Private Wealth Services bought 2,539 Public Storage shares in Q2 2026, an estimated $777K.
Public Storage made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #455 holding.
Kestra Private Wealth Services first reported a position in Public Storage in Q3 2023 and has held it in 11 quarters since.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.