OneDigital Investment Advisors’s Public Storage PSA Stock Holding History

OneDigital 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 Q2	$363K	Sell	1,141 -141	-11%	-$43.1K	﹤0.01%	1198
2026 Q1	$347K	Buy	1,282 +76	+6%	+$21.8K	﹤0.01%	1114
2025 Q4	$313K	Buy	1,206 +13	+1%	+$3.64K	﹤0.01%	1186
2025 Q3	$344K	Sell	1,193 -257	-18%	-$73.8K	﹤0.01%	1103
2025 Q2	$425K	Sell	1,450 -234	-14%	-$69.3K	﹤0.01%	974
2025 Q1	$504K	Buy	1,684 +212	+14%	+$63.4K	0.01%	850
2024 Q4	$441K	Sell	1,472 -298	-17%	-$98.9K	0.01%	940
2024 Q3	$644K	Buy	1,770 +115	+7%	+$37.3K	0.01%	834
2024 Q2	$476K	Buy	1,655 +145	+10%	+$40K	0.01%	921
2024 Q1	$438K	Sell	1,510 -386	-20%	-$111K	0.01%	784
2023 Q4	$578K	Buy	1,896 +744	+65%	+$197K	0.01%	661
2023 Q3	$304K	Buy	1,152 +23	+2%	+$6.45K	0.01%	806
2023 Q2	$330K	Buy	1,129 +63	+6%	+$18.4K	0.01%	789
2023 Q1	$322K	Buy	1,066 +38	+4%	+$11.2K	0.01%	761
2022 Q4	$288K	Buy	1,028 +136	+15%	+$39.7K	0.01%	686
2022 Q3	$261K	Buy	+892	New	+$290K	0.01%	635
2022 Q2	–	Sell	-714	Closed	-$279K	–	775
2022 Q1	$279K	Buy	714 +42	+6%	+$15.2K	0.01%	619
2021 Q4	$252K	Sell	672 -4	-0.6%	-$1.34K	0.01%	647
2021 Q3	$201K	Buy	+676	New	+$212K	0.01%	694
2020 Q1	–	Sell	-2,944	Closed	-$627K	–	617
2019 Q4	$627K	Sell	2,944 -9	-0.3%	-$2K	0.05%	263
2019 Q3	$724K	Buy	+2,953	New	+$741K	0.06%	217
2019 Q2	–	Sell	-3,554	Closed	-$787K	–	1259
2019 Q1	$787K	Sell	3,554 -18	-0.5%	-$3.77K	0.12%	134
2018 Q4	$723K	Buy	+3,572	New	+$729K	0.12%	128
2018 Q3	–	Sell	-3,530	Closed	-$810K	–	1162
2018 Q2	$810K	Sell	3,530 -336	-9%	-$70K	0.17%	86
2018 Q1	$775K	Buy	3,866 +43	+1%	+$8.38K	0.17%	90
2017 Q4	$799K	Buy	3,823 +3,722	+3,685%	+$787K	0.09%	89
2017 Q3	$22K	Sell	101 -3,770	-97%	-$779K	0.01%	615
2017 Q2	$807K	Buy	+3,871	New	+$832K	0.24%	71

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

OneDigital Investment Advisors's PSA Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Public Storage (PSA) stake by 11% in Q2 2026, selling an estimated $43.1K and leaving 1,141 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

OneDigital Investment Advisors first reported a position in PSA in Q2 2017 and has held it in 28 quarters since. The position peaked at $810K in Q2 2018. 633 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

OneDigital Investment Advisors held 1,141 shares of Public Storage worth $363K as of Q2 2026.
OneDigital Investment Advisors sold 141 Public Storage shares in Q2 2026, an estimated $43.1K.
Public Storage made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1198 holding.
OneDigital Investment Advisors first reported a position in Public Storage in Q2 2017 and has held it in 28 quarters since.
OneDigital Investment Advisors's Public Storage position peaked at $810K in Q2 2018.
633 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.