Mutual Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $662K | Buy |
2,442
+287
| +13% | +$82.3K | 0.01% | 761 |
|
|
2025
Q4 | $559K | Sell |
2,155
-576
| -21% | -$161K | 0.01% | 828 |
|
|
2025
Q3 | $837K | Sell |
2,731
-495
| -15% | -$142K | 0.02% | 648 |
|
|
2025
Q2 | $928K | Sell |
3,226
-259
| -7% | -$76.7K | 0.02% | 541 |
|
|
2025
Q1 | $1.01M | Sell |
3,485
-686
| -16% | -$205K | 0.03% | 442 |
|
|
2024
Q4 | $1.24M | Sell |
4,171
-156
| -4% | -$51.8K | 0.04% | 413 |
|
|
2024
Q3 | $1.46M | Sell |
4,327
-222
| -5% | -$72.1K | 0.04% | 353 |
|
|
2024
Q2 | $1.38M | Buy |
4,549
+623
| +16% | +$172K | 0.04% | 374 |
|
|
2024
Q1 | $1.14M | Buy |
3,926
+1,663
| +73% | +$477K | 0.04% | 439 |
|
|
2023
Q4 | $690K | Sell |
2,263
-27
| -1% | -$7.16K | 0.02% | 560 |
|
|
2023
Q3 | $603K | Sell |
2,290
-152
| -6% | -$42.6K | 0.02% | 573 |
|
|
2023
Q2 | $713K | Sell |
2,442
-96
| -4% | -$28K | 0.03% | 535 |
|
|
2023
Q1 | $767K | Buy |
2,538
+65
| +3% | +$19.1K | 0.03% | 500 |
|
|
2022
Q4 | $693K | Sell |
2,473
-461
| -16% | -$134K | 0.03% | 508 |
|
|
2022
Q3 | $859K | Buy |
2,934
+1,138
| +63% | +$370K | 0.04% | 408 |
|
|
2022
Q2 | $562K | Buy |
1,796
+199
| +12% | +$68.9K | 0.04% | 499 |
|
|
2022
Q1 | $623K | Sell |
1,597
-118
| -7% | -$42.8K | 0.03% | 512 |
|
|
2021
Q4 | $642K | Buy |
1,715
+141
| +9% | +$47.1K | 0.03% | 503 |
|
|
2021
Q3 | $468K | Hold |
1,574
| – | – | 0.03% | 562 |
|
|
2021
Q2 | $473K | Sell |
1,574
-8
| -0.5% | -$2.24K | 0.03% | 543 |
|
|
2021
Q1 | $390K | Sell |
1,582
-68
| -4% | -$15.8K | 0.03% | 556 |
|
|
2020
Q4 | $381K | Buy |
1,650
+3
| +0.2% | +$688 | 0.03% | 540 |
|
|
2020
Q3 | $367K | Buy |
1,647
+79
| +5% | +$16.1K | 0.03% | 494 |
|
|
2020
Q2 | $301K | Sell |
1,568
-181
| -10% | -$34.9K | 0.03% | 507 |
|
|
2020
Q1 | $347K | Sell |
1,749
-55
| -3% | -$11.8K | 0.05% | 372 |
|
|
2019
Q4 | $384K | Sell |
1,804
-27
| -1% | -$5.99K | 0.04% | 410 |
|
|
2019
Q3 | $449K | Sell |
1,831
-1,772
| -49% | -$445K | 0.06% | 324 |
|
|
2019
Q2 | $858K | Buy |
3,603
+2,351
| +188% | +$539K | 0.11% | 229 |
|
|
2019
Q1 | $273K | Buy |
+1,252
| New | +$262K | 0.04% | 384 |
|
|
2018
Q3 | – | Sell |
-1,006
| Closed | -$228K | – | 481 |
|
|
2018
Q2 | $228K | Buy |
+1,006
| New | +$209K | 0.05% | 376 |
|
|
2018
Q1 | – | Sell |
-1,013
| Closed | -$212K | – | 396 |
|
|
2017
Q4 | $212K | Buy |
+1,013
| New | +$214K | 0.08% | 268 |
|
Other funds holding PSA
VPM
VCM
Mutual Advisors's PSA Position: Q1 2026 in Review
Mutual Advisors increased its Public Storage (PSA) stake by 13% in Q1 2026, buying an estimated $82.3K and bringing the position to 2,442 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #761.
Mutual Advisors first reported a position in PSA in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.46M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.
- Mutual Advisors held 2,442 shares of Public Storage worth $662K as of Q1 2026.
- Mutual Advisors bought 287 Public Storage shares in Q1 2026, an estimated $82.3K.
- Public Storage made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #761 holding.
- Mutual Advisors first reported a position in Public Storage in Q4 2017 and has held it in 31 quarters since.
- Mutual Advisors's Public Storage position peaked at $1.46M in Q3 2024.
- 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.