Moody Lynn & Lieberson’s Public Storage PSA Stock Holding History

Moody Lynn & Lieberson’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	$1.27M	Hold	4,000	–	–	0.07%	106
2026 Q1	$1.08M	Hold	4,000	–	–	0.06%	112
2025 Q4	$1.04M	Sell	4,000 -16	-0.4%	-$4.48K	0.06%	116
2025 Q3	$1.16M	Buy	4,016 +11	+0.3%	+$3.16K	0.06%	108
2025 Q2	$1.18M	Buy	4,005 +5	+0.1%	+$1.48K	0.07%	112
2025 Q1	$1.2M	Sell	4,000 -4	-0.1%	-$1.2K	0.08%	104
2024 Q4	$1.2M	Buy	4,004 +4	+0.1%	+$1.33K	0.07%	103
2024 Q3	$1.46M	Hold	4,000	–	–	0.09%	106
2024 Q2	$1.15M	Hold	4,000	–	–	0.08%	108
2024 Q1	$1.16M	Hold	4,000	–	–	0.08%	108
2023 Q4	$1.22M	Hold	4,000	–	–	0.09%	112
2023 Q3	$1.05M	Hold	4,000	–	–	0.09%	105
2023 Q2	$1.17M	Hold	4,000	–	–	0.09%	100
2023 Q1	$1.21M	Hold	4,000	–	–	0.11%	98
2022 Q4	$1.12M	Hold	4,000	–	–	0.1%	105
2022 Q3	$1.17M	Hold	4,000	–	–	0.11%	98
2022 Q2	$1.25M	Hold	4,000	–	–	0.11%	100
2022 Q1	$1.56M	Hold	4,000	–	–	0.11%	95
2021 Q4	$1.5M	Hold	4,000	–	–	0.1%	101
2021 Q3	$1.19M	Hold	4,000	–	–	0.09%	105
2021 Q2	$1.2M	Hold	4,000	–	–	0.09%	106
2021 Q1	$987K	Hold	4,000	–	–	0.08%	110
2020 Q4	$924K	Hold	4,000	–	–	0.08%	114
2020 Q3	$891K	Hold	4,000	–	–	0.09%	106
2020 Q2	$768K	Hold	4,000	–	–	0.08%	104
2020 Q1	$794	Hold	4,000	–	–	0.11%	87
2019 Q4	$852K	Hold	4,000	–	–	0.08%	123
2019 Q3	$981K	Hold	4,000	–	–	0.11%	97
2019 Q2	$953K	Hold	4,000	–	–	0.1%	106
2019 Q1	$871K	Hold	4,000	–	–	0.1%	102
2018 Q4	$810K	Sell	4,000 -37	-0.9%	-$7.55K	0.11%	99
2018 Q3	$814K	Hold	4,037	–	–	0.09%	114
2018 Q2	$916K	Hold	4,037	–	–	0.11%	110
2018 Q1	$809K	Hold	4,037	–	–	0.1%	114
2017 Q4	$782K	Hold	4,037	–	–	0.08%	120
2017 Q3	$864K	Hold	4,037	–	–	0.11%	114
2017 Q2	$842K	Buy	+4,037	New	+$868K	0.11%	111

Other funds holding PSA

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Moody Lynn & Lieberson's PSA Position: Q2 2026 in Review

Moody Lynn & Lieberson held its Public Storage (PSA) position steady in Q2 2026 at 4,000 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #106.

Moody Lynn & Lieberson first reported a position in PSA in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.56M in Q1 2022. 290 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Moody Lynn & Lieberson held 4,000 shares of Public Storage worth $1.27M as of Q2 2026.
Moody Lynn & Lieberson left its Public Storage share count unchanged in Q2 2026.
Public Storage made up 0.07% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #106 holding.
Moody Lynn & Lieberson first reported a position in Public Storage in Q2 2017 and has held it in 37 quarters since.
Moody Lynn & Lieberson's Public Storage position peaked at $1.56M in Q1 2022.
290 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.