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Operose Advisors’s Public Storage PSA Stock Holding History

Operose 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 		– Sell
-32
Closed -$8.67K – 642
2026
Q1 		$8.67K Buy
+32
New +$9.18K ﹤0.01% 420
2025
Q1 		– Sell
-12
Closed -$3.59K – 438
2024
Q4 		$3.59K Sell
12
-160
-93% -$53.1K ﹤0.01% 375
2024
Q3 		$62.6K Buy
172
+160
+1,333% +$51.9K 0.02% 244
2024
Q2 		$3.45K Sell
12
-15
-56% -$4.14K ﹤0.01% 512
2024
Q1 		$7.83K Buy
27
+15
+125% +$4.3K ﹤0.01% 508
2023
Q4 		$3.66K Hold
12
– – ﹤0.01% 538
2023
Q3 		$3.16K Buy
+12
New +$3.36K ﹤0.01% 681

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

Operose Advisors's PSA Position: Q2 2026 in Review

Operose Advisors sold out of Public Storage (PSA) in Q2 2026, closing a stake of 32 shares — an estimated $8.67K sold.

Operose Advisors first reported a position in PSA in Q3 2023 and held it in 7 quarters. The position peaked at $62.6K in Q3 2024. 1,122 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Operose Advisors reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 32 Public Storage shares in Q2 2026, an estimated $8.67K.
  • Operose Advisors first reported a position in Public Storage in Q3 2023 and held it in 7 quarters.
  • Operose Advisors's Public Storage position peaked at $62.6K in Q3 2024.
  • 1,122 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.