Moran Wealth Management’s Public Storage PSA Stock Holding History

Moran 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	$1.25M	Sell	3,929 -23	-0.6%	-$7.04K	0.03%	369
2026 Q1	$1.07M	Sell	3,952 -1,878	-32%	-$539K	0.03%	360
2025 Q4	$1.51M	Sell	5,830 -400	-6%	-$112K	0.05%	318
2025 Q3	$1.8M	Sell	6,230 -127	-2%	-$36.5K	0.05%	289
2025 Q2	$1.87M	Sell	6,357 -264	-4%	-$78.2K	0.06%	287
2025 Q1	$1.98M	Sell	6,621 -31,422	-83%	-$9.4M	0.07%	268
2024 Q4	$11.4M	Sell	38,043 -1	-0%	-$332	0.36%	97
2024 Q3	$13.8M	Sell	38,044 -695	-2%	-$226K	0.43%	81
2024 Q2	$11.1M	Sell	38,739 -246	-0.6%	-$67.8K	0.37%	90
2024 Q1	$11.3M	Sell	38,985 -11,992	-24%	-$3.44M	0.37%	96
2023 Q4	$15.5M	Sell	50,977 -30,792	-38%	-$8.17M	0.55%	57
2023 Q3	$21.5M	Buy	+81,769	New	+$22.9M	0.83%	23

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Moran Wealth Management reduced its Public Storage (PSA) stake by 0.58% in Q2 2026, selling an estimated $7.04K and leaving 3,929 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #369.

Moran Wealth Management first reported a position in PSA in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.5M in Q3 2023. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Moran Wealth Management held 3,929 shares of Public Storage worth $1.25M as of Q2 2026.
Moran Wealth Management sold 23 Public Storage shares in Q2 2026, an estimated $7.04K.
Public Storage made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #369 holding.
Moran Wealth Management first reported a position in Public Storage in Q3 2023 and has held it in 12 quarters since.
Moran Wealth Management's Public Storage position peaked at $21.5M in Q3 2023.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.