Outlook Wealth Advisors’s Public Storage PSA Stock Holding History

Outlook Wealth 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	$301K	Sell	946 -5	-0.5%	-$1.53K	0.07%	256
2026 Q1	$257K	Buy	951 +6	+0.6%	+$1.72K	0.06%	275
2025 Q4	$245K	Buy	945 +13	+1%	+$3.64K	0.06%	276
2025 Q3	$269K	Buy	+932	New	+$268K	0.07%	254
2019 Q1	–	Sell	-2,630	Closed	-$532K	–	174
2018 Q4	$532K	Buy	+2,630	New	+$537K	0.24%	104

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

Outlook Wealth Advisors's PSA Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Public Storage (PSA) stake by 0.53% in Q2 2026, selling an estimated $1.53K and leaving 946 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #256.

Outlook Wealth Advisors first reported a position in PSA in Q4 2018 and has held it in 5 quarters since. The position peaked at $532K in Q4 2018. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Outlook Wealth Advisors held 946 shares of Public Storage worth $301K as of Q2 2026.
Outlook Wealth Advisors sold 5 Public Storage shares in Q2 2026, an estimated $1.53K.
Public Storage made up 0.07% of Outlook Wealth Advisors's portfolio in Q2 2026, its #256 holding.
Outlook Wealth Advisors first reported a position in Public Storage in Q4 2018 and has held it in 5 quarters since.
Outlook Wealth Advisors's Public Storage position peaked at $532K in Q4 2018.
1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.