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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
Q2 		$4.41M Buy
13,861
+2,714
+24% +$830K 0.4% 54
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Naviter Wealth's PSA Position: Q2 2026 in Review

Naviter Wealth increased its Public Storage (PSA) stake by 24% in Q2 2026, buying an estimated $830K and bringing the position to 13,861 shares worth $4.41M. The position accounts for 0.4% of the portfolio, ranked #54.

Naviter Wealth first reported a position in PSA in Q4 2021 and has held it in 19 quarters since. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Naviter Wealth held 13,861 shares of Public Storage worth $4.41M as of Q2 2026.
  • Naviter Wealth bought 2,714 Public Storage shares in Q2 2026, an estimated $830K.
  • Public Storage made up 0.4% of Naviter Wealth's portfolio in Q2 2026, its #54 holding.
  • Naviter Wealth first reported a position in Public Storage in Q4 2021 and has held it in 19 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.