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Naviter Wealth’s Public Storage PSA Stock Holding History

Naviter Wealth’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 		$3.02M Buy
11,147
+1,297
+13% +$372K 0.38% 62
2025
Q4 		$2.56M Sell
9,850
-2,897
-23% -$811K 0.33% 69
2025
Q3 		$3.68M Buy
12,747
+421
+3% +$121K 0.43% 55
2025
Q2 		$3.62M Buy
12,326
+902
+8% +$267K 0.45% 50
2025
Q1 		$3.36M Buy
11,424
+157
+1% +$47K 0.41% 62
2024
Q4 		$3.37M Buy
11,267
+1,253
+13% +$416K 0.41% 59
2024
Q3 		$3.64M Sell
10,014
-862
-8% -$280K 0.51% 50
2024
Q2 		$3.13M Buy
10,876
+670
+7% +$185K 0.47% 51
2024
Q1 		$2.96M Buy
10,206
+1,204
+13% +$345K 0.48% 52
2023
Q4 		$2.75M Buy
9,002
+1,255
+16% +$333K 0.55% 40
2023
Q3 		$2.04M Sell
7,747
-318
-4% -$89.1K 0.49% 45
2023
Q2 		$2.35M Buy
8,065
+1,262
+19% +$368K 0.6% 35
2023
Q1 		$2.06M Buy
6,803
+1,915
+39% +$563K 0.72% 27
2022
Q4 		$1.44M Buy
4,888
+656
+16% +$191K 0.39% 56
2022
Q3 		$1.24M Buy
4,232
+1,367
+48% +$445K 0.51% 36
2022
Q2 		$896K Sell
2,865
-133
-4% -$46K 0.37% 61
2022
Q1 		$1.17M Sell
2,998
-140
-4% -$50.8K 0.39% 48
2021
Q4 		$1.18M Buy
+3,138
New +$1.05M 0.35% 54

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

Naviter Wealth's PSA Position: Q1 2026 in Review

Naviter Wealth increased its Public Storage (PSA) stake by 13% in Q1 2026, buying an estimated $372K and bringing the position to 11,147 shares worth $3.02M. The position accounts for 0.38% of the portfolio, ranked #62.

Naviter Wealth first reported a position in PSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.68M in Q3 2025. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Naviter Wealth held 11,147 shares of Public Storage worth $3.02M as of Q1 2026.
  • Naviter Wealth bought 1,297 Public Storage shares in Q1 2026, an estimated $372K.
  • Public Storage made up 0.38% of Naviter Wealth's portfolio in Q1 2026, its #62 holding.
  • Naviter Wealth first reported a position in Public Storage in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's Public Storage position peaked at $3.68M in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.