Kingswood Wealth Advisors’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$253K Buy
796
+16
+2% +$4.89K 0.01% 856
2026
Q1
$211K Sell
780
-270
-26% -$77.4K 0.01% 866
2025
Q4
$272K Sell
1,050
-77
-7% -$21.5K 0.01% 713
2025
Q3
$326K Sell
1,127
-1
-0.1% -$287 0.02% 599
2025
Q2
$331K Sell
1,128
-18
-2% -$5.33K 0.03% 541
2025
Q1
$343K Sell
1,146
-858
-43% -$257K 0.03% 497
2024
Q4
$600K Buy
2,004
+374
+23% +$124K 0.05% 390
2024
Q3
$586K Sell
1,630
-471
-22% -$153K 0.04% 414
2024
Q2
$604K Buy
2,101
+235
+13% +$64.8K 0.05% 340
2024
Q1
$541K Buy
1,866
+203
+12% +$58.2K 0.06% 328
2023
Q4
$507K Buy
+1,663
New +$441K 0.06% 344
2023
Q3
Sell
-2,277
Closed -$665K 468
2023
Q2
$665K Buy
+2,277
New +$664K 0.21% 108

Other funds holding PSA

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

Kingswood Wealth Advisors increased its Public Storage (PSA) stake by 2.1% in Q2 2026, buying an estimated $4.89K and bringing the position to 796 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #856.

Kingswood Wealth Advisors first reported a position in PSA in Q2 2023 and has held it in 12 quarters since. The position peaked at $665K in Q2 2023. 1,119 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Kingswood Wealth Advisors held 796 shares of Public Storage worth $253K as of Q2 2026.
  • Kingswood Wealth Advisors bought 16 Public Storage shares in Q2 2026, an estimated $4.89K.
  • Public Storage made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #856 holding.
  • Kingswood Wealth Advisors first reported a position in Public Storage in Q2 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Public Storage position peaked at $665K in Q2 2023.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.