MWM
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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
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
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

Moran Wealth Management's PSA Position: Q1 2026 in Review

Moran Wealth Management reduced its Public Storage (PSA) stake by 32% in Q1 2026, selling an estimated $539K and leaving 3,952 shares worth $1.07M. 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 11 quarters since. The position peaked at $21.5M in Q3 2023. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Moran Wealth Management held 3,952 shares of Public Storage worth $1.07M as of Q1 2026.
  • Moran Wealth Management sold 1,878 Public Storage shares in Q1 2026, an estimated $539K.
  • Public Storage made up 0.03% of Moran Wealth Management's portfolio in Q1 2026, its #360 holding.
  • Moran Wealth Management first reported a position in Public Storage in Q3 2023 and has held it in 11 quarters since.
  • Moran Wealth Management's Public Storage position peaked at $21.5M in Q3 2023.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.