LWAM
PSA icon

Legacy Wealth Asset Management’s Public Storage PSA Stock Holding History

Legacy Wealth Asset 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
Q2 		$244K Sell
767
-11
-1% -$3.37K 0.05% 343
2026
Q1 		$211K Sell
778
-492
-39% -$141K 0.05% 360
2025
Q4 		$330K Buy
1,270
+88
+7% +$24.6K 0.08% 309
2025
Q3 		$341K Buy
1,182
+15
+1% +$4.3K 0.08% 306
2025
Q2 		$342K Buy
1,167
+13
+1% +$3.85K 0.09% 299
2025
Q1 		$345K Sell
1,154
-151
-12% -$45.2K 0.1% 281
2024
Q4 		$391K Sell
1,305
-18
-1% -$5.97K 0.11% 275
2024
Q3 		$481K Buy
1,323
+17
+1% +$5.52K 0.13% 251
2024
Q2 		$376K Buy
1,306
+74
+6% +$20.4K 0.11% 273
2024
Q1 		$357K Buy
1,232
+42
+4% +$12K 0.1% 275
2023
Q4 		$363K Sell
1,190
-22
-2% -$5.84K 0.12% 264
2023
Q3 		$319K Buy
1,212
+23
+2% +$6.45K 0.12% 268
2023
Q2 		$347K Buy
1,189
+33
+3% +$9.62K 0.12% 272
2023
Q1 		$349K Buy
1,156
+9
+0.8% +$2.65K 0.13% 274
2022
Q4 		$321K Buy
1,147
+37
+3% +$10.8K 0.12% 282
2022
Q3 		$325K Buy
1,110
+11
+1% +$3.58K 0.14% 251
2022
Q2 		$344K Buy
1,099
+12
+1% +$4.16K 0.14% 213
2022
Q1 		$424K Buy
1,087
+60
+6% +$21.8K 0.15% 209
2021
Q4 		$385K Buy
+1,027
New +$343K 0.13% 230

Other funds holding PSA

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return