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Modern Wealth Management’s Public Storage PSA Stock Holding History

Modern 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 		$828K Buy
2,601
+964
+59% +$295K 0.01% 568
2026
Q1 		$452K Buy
1,637
+595
+57% +$171K 0.01% 602
2025
Q4 		$271K Sell
1,042
-114
-10% -$31.9K ﹤0.01% 713
2025
Q3 		$334K Sell
1,156
-224
-16% -$64.3K 0.01% 617
2025
Q2 		$405K Sell
1,380
-141
-9% -$41.7K 0.01% 532
2025
Q1 		$455K Buy
1,521
+602
+66% +$180K 0.01% 438
2024
Q4 		$275K Buy
919
+175
+24% +$58.1K 0.01% 476
2024
Q3 		$271K Buy
+744
New +$242K 0.02% 364

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

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

Modern Wealth Management increased its Public Storage (PSA) stake by 59% in Q2 2026, buying an estimated $295K and bringing the position to 2,601 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #568.

Modern Wealth Management first reported a position in PSA in Q3 2024 and has held it in 8 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Modern Wealth Management held 2,601 shares of Public Storage worth $828K as of Q2 2026.
  • Modern Wealth Management bought 964 Public Storage shares in Q2 2026, an estimated $295K.
  • Public Storage made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #568 holding.
  • Modern Wealth Management first reported a position in Public Storage in Q3 2024 and has held it in 8 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.