Moran Wealth Management
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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
Q3 		$1.23M Buy
4,353
+424
+11% +$133K 0.03% 360
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

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Moran Wealth Management increased its Public Storage (PSA) stake by 11% in Q3 2026, buying an estimated $133K and bringing the position to 4,353 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #360.

Moran Wealth Management first reported a position in PSA in Q3 2023 and has held it in 13 quarters since. The position peaked at $21.5M in Q3 2023. 265 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Moran Wealth Management held 4,353 shares of Public Storage worth $1.23M as of Q3 2026.
  • Moran Wealth Management bought 424 Public Storage shares in Q3 2026, an estimated $133K.
  • Public Storage made up 0.03% of Moran Wealth Management's portfolio in Q3 2026, its #360 holding.
  • Moran Wealth Management first reported a position in Public Storage in Q3 2023 and has held it in 13 quarters since.
  • Moran Wealth Management's Public Storage position peaked at $21.5M in Q3 2023.
  • 265 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.