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Liberty Wealth Management’s Public Storage PSA Stock Holding History

Liberty 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
Q2 		$481K Hold
1,777
– – 0.06% 152
2026
Q1 		$481K Buy
1,777
+21
+1% +$6.02K 0.06% 152
2025
Q4 		$456K Buy
1,756
+15
+0.9% +$4.2K 0.06% 143
2025
Q3 		$503K Buy
1,741
+10
+0.6% +$2.87K 0.07% 129
2025
Q2 		$508K Buy
1,731
+24
+1% +$7.11K 0.08% 125
2025
Q1 		$511K Buy
1,707
+18
+1% +$5.38K 0.1% 90
2024
Q4 		$506K Buy
1,689
+18
+1% +$5.97K 0.08% 116
2024
Q3 		$608K Sell
1,671
-4,555
-73% -$1.48M 0.1% 107
2024
Q2 		$554K Buy
+6,226
New +$1.72M 0.1% 107
2021
Q4 		– Sell
-241
Closed -$72K – 857
2021
Q3 		$72K Buy
241
+1
+0.4% +$314 0.03% 350
2021
Q2 		$72K Buy
240
+4
+2% +$1.12K 0.03% 257
2021
Q1 		$54K Hold
236
– – 0.03% 270
2020
Q4 		$54K Buy
236
+2
+0.9% +$458 0.03% 267
2020
Q3 		$52K Buy
234
+2
+0.9% +$409 0.03% 228
2020
Q2 		$45K Buy
232
+2
+0.9% +$386 0.03% 236
2020
Q1 		$46K Buy
+230
New +$49.3K 0.04% 219
2019
Q4 		– Sell
-3
Closed -$1K – 949
2019
Q3 		$1K Sell
3
-223
-99% -$56K ﹤0.01% 818
2019
Q2 		$54K Buy
226
+223
+7,433% +$51.1K 0.05% 237
2019
Q1 		$0 Sell
3
-182
-98% -$38.1K ﹤0.01% 824
2018
Q4 		$37K Buy
+185
New +$37.8K 0.03% 221

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

Liberty Wealth Management's PSA Position: Q2 2026 in Review

Liberty Wealth Management held its Public Storage (PSA) position steady in Q2 2026 at 1,777 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #152.

Liberty Wealth Management first reported a position in PSA in Q4 2018 and has held it in 20 quarters since. The position peaked at $608K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Liberty Wealth Management held 1,777 shares of Public Storage worth $481K as of Q2 2026.
  • Liberty Wealth Management left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up 0.06% of Liberty Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Liberty Wealth Management first reported a position in Public Storage in Q4 2018 and has held it in 20 quarters since.
  • Liberty Wealth Management's Public Storage position peaked at $608K in Q3 2024.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.