LRI Investments’s Public Storage PSA Stock Holding History

LRI 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	$44.9K	Hold	141	–	–	﹤0.01%	572
2026 Q1	$38.2K	Hold	141	–	–	﹤0.01%	558
2025 Q4	$36.6K	Hold	141	–	–	﹤0.01%	596
2025 Q3	$40.7K	Hold	141	–	–	﹤0.01%	594
2025 Q2	$41.4K	Hold	141	–	–	﹤0.01%	585
2025 Q1	$42.2K	Hold	141	–	–	﹤0.01%	561
2024 Q4	$42.2K	Hold	141	–	–	﹤0.01%	544
2024 Q3	$46.8K	Sell	141 -3	-2%	-$974	﹤0.01%	516
2024 Q2	$41.4K	Hold	144	–	–	﹤0.01%	501
2024 Q1	$41.8K	Buy	+144	New	+$41.3K	0.01%	287

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LRI Investments's PSA Position: Q2 2026 in Review

LRI Investments held its Public Storage (PSA) position steady in Q2 2026 at 141 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

LRI Investments first reported a position in PSA in Q1 2024 and has held it in 10 quarters since. The position peaked at $46.8K in Q3 2024. 447 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

LRI Investments held 141 shares of Public Storage worth $44.9K as of Q2 2026.
LRI Investments left its Public Storage share count unchanged in Q2 2026.
Public Storage made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #572 holding.
LRI Investments first reported a position in Public Storage in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Public Storage position peaked at $46.8K in Q3 2024.
447 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.