Mascoma Wealth Management’s Public Storage PSA Stock Holding History

Mascoma 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 Q3	$1.41K	Hold	5	–	–	﹤0.01%	480
2026 Q2	$1.59K	Hold	5	–	–	﹤0.01%	473
2026 Q1	$1.35K	Hold	5	–	–	﹤0.01%	462
2025 Q4	$1.3K	Buy	+5	New	+$1.4K	﹤0.01%	443
2023 Q2	–	Sell	-256	Closed	-$75.5K	–	565
2023 Q1	$75.5K	Sell	256 -10	-4%	-$2.94K	0.02%	196
2022 Q4	$74.5K	Hold	266	–	–	0.02%	190
2022 Q3	$78K	Hold	266	–	–	0.03%	189
2022 Q2	$83K	Hold	266	–	–	0.03%	190
2022 Q1	$104K	Buy	266 +10	+4%	+$3.63K	0.03%	179
2021 Q4	$96K	Hold	256	–	–	0.03%	168
2021 Q3	$76K	Buy	+256	New	+$80.3K	0.03%	174
2021 Q2	–	Sell	-256	Closed	-$63K	–	357
2021 Q1	$63K	Buy	+256	New	+$59.6K	0.03%	187
2019 Q3	–	Sell	-256	Closed	-$61K	–	272
2019 Q2	$61K	Hold	256	–	–	0.04%	145
2019 Q1	$56K	Hold	256	–	–	0.04%	143
2018 Q4	$52K	Hold	256	–	–	0.04%	138
2018 Q3	$52K	Hold	256	–	–	0.03%	160
2018 Q2	$58K	Hold	256	–	–	0.04%	143
2018 Q1	$51K	Hold	256	–	–	0.03%	150
2017 Q4	$49K	Hold	256	–	–	0.03%	146
2017 Q3	$55K	Hold	256	–	–	0.04%	144
2017 Q2	$53K	Sell	256 -200	-44%	-$43K	0.04%	147
2017 Q1	$100K	Buy	456 +256	+128%	+$56.7K	0.07%	101
2016 Q4	$45K	Buy	+200	New	+$42.6K	0.03%	149

Other funds holding PSA

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Mascoma Wealth Management's PSA Position: Q3 2026 in Review

Mascoma Wealth Management held its Public Storage (PSA) position steady in Q3 2026 at 5 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Mascoma Wealth Management first reported a position in PSA in Q4 2016 and has held it in 23 quarters since. The position peaked at $104K in Q1 2022. 265 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Mascoma Wealth Management held 5 shares of Public Storage worth $1.41K as of Q3 2026.
Mascoma Wealth Management left its Public Storage share count unchanged in Q3 2026.
Public Storage made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #480 holding.
Mascoma Wealth Management first reported a position in Public Storage in Q4 2016 and has held it in 23 quarters since.
Mascoma Wealth Management's Public Storage position peaked at $104K in Q1 2022.
265 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.