Kingsview Wealth Management
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Kingsview Wealth Management’s Public Storage PSA Stock Holding History

Kingsview Wealth Management’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
Q3 		$586K Buy
2,071
+209
+11% +$65.4K 0.01% 915
2026
Q2 		$593K Buy
1,862
+23
+1% +$7.04K 0.01% 911
2026
Q1 		$498K Buy
1,839
+392
+27% +$112K 0.01% 899
2025
Q4 		$376K Buy
1,447
+20
+1% +$5.6K 0.01% 947
2025
Q3 		$412K Buy
1,427
+12
+0.8% +$3.44K 0.01% 869
2025
Q2 		$415K Buy
1,415
+160
+13% +$47.4K 0.01% 836
2025
Q1 		$376K Buy
1,255
+165
+15% +$49.3K 0.01% 814
2024
Q4 		$326K Buy
1,090
+44
+4% +$14.6K 0.01% 868
2024
Q3 		$381K Buy
+1,046
New +$340K 0.01% 794

Other funds holding PSA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Kingsview Wealth Management's PSA Position: Q3 2026 in Review

Kingsview Wealth Management increased its Public Storage (PSA) stake by 11% in Q3 2026, buying an estimated $65.4K and bringing the position to 2,071 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #915.

Kingsview Wealth Management first reported a position in PSA in Q3 2024 and has held it in 9 quarters since. The position peaked at $593K in Q2 2026. 968 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Kingsview Wealth Management held 2,071 shares of Public Storage worth $586K as of Q3 2026.
  • Kingsview Wealth Management bought 209 Public Storage shares in Q3 2026, an estimated $65.4K.
  • Public Storage made up 0.01% of Kingsview Wealth Management's portfolio in Q3 2026, its #915 holding.
  • Kingsview Wealth Management first reported a position in Public Storage in Q3 2024 and has held it in 9 quarters since.
  • Kingsview Wealth Management's Public Storage position peaked at $593K in Q2 2026.
  • 968 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.