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Moneta Group Investment Advisors’s Public Storage PSA Stock Holding History

Moneta Group Investment Advisors’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
Q1 		$883K Buy
3,260
+83
+3% +$23.8K 0.01% 380
2025
Q4 		$824K Sell
3,177
-24
-0.7% -$6.71K 0.01% 393
2025
Q3 		$925K Buy
3,201
+164
+5% +$47.1K 0.01% 369
2025
Q2 		$891K Sell
3,037
-771
-20% -$228K 0.01% 325
2025
Q1 		$1.14M Buy
3,808
+4
+0.1% +$1.2K 0.02% 274
2024
Q4 		$1.14M Sell
3,804
-225
-6% -$74.7K 0.02% 268
2024
Q3 		$1.47M Buy
4,029
+192
+5% +$62.3K 0.02% 238
2024
Q2 		$1.1M Buy
3,837
+56
+1% +$15.4K 0.02% 259
2024
Q1 		$1.1M Sell
3,781
-36
-0.9% -$10.3K 0.02% 260
2023
Q4 		$1.16M Buy
3,817
+46
+1% +$12.2K 0.02% 222
2023
Q3 		$994K Sell
3,771
-7
-0.2% -$1.96K 0.02% 224
2023
Q2 		$1.1M Buy
3,778
+2,247
+147% +$655K 0.02% 214
2023
Q1 		$463K Buy
1,531
+504
+49% +$148K 0.01% 330
2022
Q4 		$313K Sell
1,027
-90
-8% -$26.2K 0.01% 363
2022
Q3 		$327K Sell
1,117
-98
-8% -$31.9K 0.01% 334
2022
Q2 		$380K Buy
1,215
+108
+10% +$37.4K 0.01% 342
2022
Q1 		$432K Sell
1,107
-94
-8% -$34.1K 0.02% 310
2021
Q4 		$450K Sell
1,201
-11
-0.9% -$3.67K 0.02% 312
2021
Q3 		$360K Buy
1,212
+1
+0.1% +$314 0.02% 332
2021
Q2 		$364K Buy
1,211
+11
+0.9% +$3.08K 0.02% 328
2021
Q1 		$296K Buy
+1,200
New +$279K 0.02% 335
2019
Q4 		– Sell
-1,627
Closed -$399K – 281
2019
Q3 		$399K Buy
1,627
+11
+0.7% +$2.76K 0.04% 183
2019
Q2 		$385K Hold
1,616
– – 0.04% 172
2019
Q1 		$352K Sell
1,616
-4
-0.2% -$837 0.04% 164
2018
Q4 		$328K Buy
1,620
+1
+0.1% +$204 0.04% 167
2018
Q3 		$326K Buy
1,619
+3
+0.2% +$647 0.03% 178
2018
Q2 		$367K Sell
1,616
-103
-6% -$21.4K 0.04% 197
2018
Q1 		$345K Buy
1,719
+103
+6% +$20.1K 0.05% 149
2017
Q4 		$338K Hold
1,616
– – 0.05% 150
2017
Q3 		$346K Hold
1,616
– – 0.05% 150
2017
Q2 		$337K Hold
1,616
– – 0.05% 149
2017
Q1 		$354K Sell
1,616
-343
-18% -$76K 0.07% 109
2016
Q4 		$438K Buy
1,959
+343
+21% +$73K 0.09% 101
2016
Q3 		$361K Hold
1,616
– – 0.08% 96
2016
Q2 		$413K Hold
1,616
– – 0.09% 120
2016
Q1 		$446K Hold
1,616
– – 0.1% 114
2015
Q4 		$400K Hold
1,616
– – 0.1% 91
2015
Q3 		$342K Hold
1,616
– – 0.1% 97
2015
Q2 		$298K Buy
+1,616
New +$310K 0.09% 104

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moneta Group Investment Advisors's PSA Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Public Storage (PSA) stake by 2.6% in Q1 2026, buying an estimated $23.8K and bringing the position to 3,260 shares worth $883K. The position accounts for 0.01% of the portfolio, ranked #380.

Moneta Group Investment Advisors first reported a position in PSA in Q2 2015 and has held it in 39 quarters since. The position peaked at $1.47M in Q3 2024. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Moneta Group Investment Advisors held 3,260 shares of Public Storage worth $883K as of Q1 2026.
  • Moneta Group Investment Advisors bought 83 Public Storage shares in Q1 2026, an estimated $23.8K.
  • Public Storage made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #380 holding.
  • Moneta Group Investment Advisors first reported a position in Public Storage in Q2 2015 and has held it in 39 quarters since.
  • Moneta Group Investment Advisors's Public Storage position peaked at $1.47M in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.