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Mount Yale Investment Advisors’s Public Storage PSA Stock Holding History

Mount Yale 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 		$747K Buy
2,759
+230
+9% +$66K 0.02% 590
2025
Q4 		$656K Buy
2,529
+1,744
+222% +$488K 0.03% 393
2025
Q3 		$227K Buy
785
+766
+4,032% +$220K 0.02% 602
2025
Q2 		$5.58K Buy
+19
New +$5.63K ﹤0.01% 1223
2024
Q2 		– Sell
-1,325
Closed -$384K – 574
2024
Q1 		$384K Sell
1,325
-48
-3% -$13.8K 0.03% 399
2023
Q4 		$419K Sell
1,373
-26
-2% -$6.9K 0.04% 352
2023
Q3 		$369K Sell
1,399
-27
-2% -$7.57K 0.04% 360
2023
Q2 		$416K Sell
1,426
-80
-5% -$23.3K 0.04% 333
2023
Q1 		$455K Buy
1,506
+87
+6% +$25.6K 0.05% 311
2022
Q4 		$398K Buy
1,419
+12
+0.9% +$3.5K 0.05% 308
2022
Q3 		$412K Sell
1,407
-254
-15% -$82.6K 0.05% 295
2022
Q2 		$519K Sell
1,661
-36
-2% -$12.5K 0.07% 286
2022
Q1 		$662K Sell
1,697
-143
-8% -$51.9K 0.07% 263
2021
Q4 		$689K Sell
1,840
-220
-11% -$73.5K 0.07% 249
2021
Q3 		$612K Sell
2,060
-204
-9% -$64K 0.07% 249
2021
Q2 		$681K Sell
2,264
-19
-0.8% -$5.33K 0.08% 231
2021
Q1 		$563K Sell
2,283
-141
-6% -$32.8K 0.07% 248
2020
Q4 		$560K Sell
2,424
-208
-8% -$47.7K 0.08% 241
2020
Q3 		$586K Buy
2,632
+294
+13% +$60.1K 0.08% 224
2020
Q2 		$449K Buy
2,338
+2
+0.1% +$386 0.08% 239
2020
Q1 		$464K Buy
2,336
+422
+22% +$90.4K 0.1% 183
2019
Q4 		$428K Buy
1,914
+303
+19% +$67.2K 0.07% 238
2019
Q3 		$337K Buy
1,611
+148
+10% +$37.2K 0.06% 254
2019
Q2 		$372K Buy
+1,463
New +$336K 0.07% 237

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's PSA Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Public Storage (PSA) stake by 9.1% in Q1 2026, buying an estimated $66K and bringing the position to 2,759 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #590.

Mount Yale Investment Advisors first reported a position in PSA in Q2 2019 and has held it in 24 quarters since. 1,085 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Mount Yale Investment Advisors held 2,759 shares of Public Storage worth $747K as of Q1 2026.
  • Mount Yale Investment Advisors bought 230 Public Storage shares in Q1 2026, an estimated $66K.
  • Public Storage made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #590 holding.
  • Mount Yale Investment Advisors first reported a position in Public Storage in Q2 2019 and has held it in 24 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.