Laffer Tengler Investments’s Public Storage PSA Stock Holding History

Laffer Tengler Investments’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	$216K	Buy	+678	New	+$207K	0.03%	177
2025 Q3	–	Sell	-804	Closed	-$236K	–	186
2025 Q2	$236K	Buy	+804	New	+$238K	0.04%	154
2025 Q1	–	Sell	-1,808	Closed	-$541K	–	151
2024 Q4	$541K	Sell	1,808 -59	-3%	-$19.6K	0.11%	100
2024 Q3	$679K	Buy	1,867 +61	+3%	+$19.8K	0.14%	107
2024 Q2	$519K	Sell	1,806 -4,959	-73%	-$1.37M	0.11%	115
2024 Q1	$1.96M	Sell	6,765 -14,182	-68%	-$4.07M	0.51%	71
2023 Q4	$6.39M	Buy	20,947 +777	+4%	+$206K	1.7%	16
2023 Q3	$5.32M	Buy	20,170 +2,397	+13%	+$672K	1.56%	16
2023 Q2	$5.19M	Buy	17,773 +424	+2%	+$124K	1.38%	15
2023 Q1	$5.24M	Buy	17,349 +1,819	+12%	+$535K	1.42%	13
2022 Q4	$4.35M	Buy	15,530 +6,010	+63%	+$1.75M	1.25%	17
2022 Q3	$2.79M	Buy	9,520 +959	+11%	+$312K	1.02%	31
2022 Q2	$2.68M	Buy	8,561 +2,867	+50%	+$993K	0.94%	37
2022 Q1	$2.22M	Buy	5,694 +1,222	+27%	+$443K	0.67%	60
2021 Q4	$1.68M	Sell	4,472 -201	-4%	-$67.1K	0.48%	83
2021 Q3	$1.39M	Buy	4,673 +1,226	+36%	+$385K	0.4%	96
2021 Q2	$1.04M	Buy	+3,447	New	+$967K	0.39%	89
2016 Q4	–	Sell	-6,192	Closed	-$1.38M	–	274
2016 Q3	$1.38M	Hold	6,192	–	–	0.38%	94
2016 Q2	$1.58M	Buy	+6,192	New	+$1.59M	0.45%	83

Other funds holding PSA

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Laffer Tengler Investments's PSA Position: Q2 2026 in Review

Laffer Tengler Investments opened a new position in Public Storage (PSA) in Q2 2026: 678 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #177 among its holdings. This is a return to the name: Laffer Tengler Investments previously reported a position in PSA as recently as Q2 2025.

Laffer Tengler Investments first reported a position in PSA in Q2 2016 and has held it in 19 quarters since. The position peaked at $6.39M in Q4 2023. 534 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Laffer Tengler Investments held 678 shares of Public Storage worth $216K as of Q2 2026.
Public Storage was a new Laffer Tengler Investments position in Q2 2026.
Public Storage made up 0.03% of Laffer Tengler Investments's portfolio in Q2 2026, its #177 holding.
Laffer Tengler Investments first reported a position in Public Storage in Q2 2016 and has held it in 19 quarters since.
Laffer Tengler Investments's Public Storage position peaked at $6.39M in Q4 2023.
534 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.