Navigoe Wealth Management’s Public Storage PSA Stock Holding History

Navigoe 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	$63K	Hold	200	–	–	0.03%	80
2026 Q1	$54K	Hold	200	–	–	0.03%	74
2025 Q4	$51K	Hold	200	–	–	0.03%	75
2025 Q3	$57K	Hold	200	–	–	0.04%	72
2025 Q2	$58K	Hold	200	–	–	0.04%	64
2025 Q1	$59K	Hold	200	–	–	0.05%	60
2024 Q4	$59K	Buy	+200	New	+$66.4K	0.06%	60

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

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

Navigoe Wealth Management held its Public Storage (PSA) position steady in Q2 2026 at 200 shares worth $63K. The position accounts for 0.03% of the portfolio, ranked #80.

Navigoe Wealth Management first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Navigoe Wealth Management held 200 shares of Public Storage worth $63K as of Q2 2026.
Navigoe Wealth Management left its Public Storage share count unchanged in Q2 2026.
Public Storage made up 0.03% of Navigoe Wealth Management's portfolio in Q2 2026, its #80 holding.
Navigoe Wealth Management first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.