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Legacy Capital Wealth Partners’s Public Storage PSA Stock Holding History

Legacy Capital Wealth Partners’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 		$446K Buy
1,400
+1
+0.1% +$306 0.09% 213
2026
Q1 		$379K Buy
1,399
+163
+13% +$46.7K 0.08% 256
2025
Q4 		$321K Buy
1,236
+293
+31% +$82K 0.07% 288
2025
Q3 		$272K Buy
943
+65
+7% +$18.7K 0.06% 326
2025
Q2 		$258K Buy
+878
New +$260K 0.06% 325
2024
Q4 		– Sell
-615
Closed -$224K – 384
2024
Q3 		$224K Buy
+615
New +$200K 0.04% 323
2024
Q2 		– Sell
-13,836
Closed -$3.99M – 354
2024
Q1 		$3.99M Buy
13,836
+13,088
+1,750% +$3.75M 2.84% 7
2023
Q4 		$228K Buy
+748
New +$198K 0.06% 259

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legacy Capital Wealth Partners's PSA Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Public Storage (PSA) stake by 0.07% in Q2 2026, buying an estimated $306 and bringing the position to 1,400 shares worth $446K. The position accounts for 0.09% of the portfolio, ranked #213.

Legacy Capital Wealth Partners first reported a position in PSA in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.99M in Q1 2024. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Legacy Capital Wealth Partners held 1,400 shares of Public Storage worth $446K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 1 Public Storage share in Q2 2026, an estimated $306.
  • Public Storage made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #213 holding.
  • Legacy Capital Wealth Partners first reported a position in Public Storage in Q4 2023 and has held it in 8 quarters since.
  • Legacy Capital Wealth Partners's Public Storage position peaked at $3.99M in Q1 2024.
  • 1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.