Perigon Wealth Management
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Perigon Wealth Management’s Public Storage PSA Stock Holding History

Perigon Wealth Management’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
Q3 		$283K Buy
999
+245
+32% +$76.7K ﹤0.01% 1183
2026
Q2 		$240K Buy
+754
New +$231K ﹤0.01% 1260
2025
Q4 		– Sell
-1,728
Closed -$499K – 1356
2025
Q3 		$499K Buy
+1,728
New +$496K 0.01% 744
2025
Q1 		– Sell
-754
Closed -$225K – 1085
2024
Q4 		$225K Buy
754
+3
+0.4% +$996 0.01% 919
2024
Q3 		$273K Buy
751
+7
+0.9% +$2.27K 0.01% 827
2024
Q2 		$214K Buy
744
+53
+8% +$14.6K 0.01% 794
2024
Q1 		$200K Buy
+691
New +$198K 0.01% 809
2021
Q1 		– Sell
-116
Closed -$27K – 899
2020
Q4 		$27K Buy
+116
New +$26.6K ﹤0.01% 939
2017
Q3 		– Sell
-13
Closed -$3K – 695
2017
Q2 		$3K Hold
13
– – ﹤0.01% 549
2017
Q1 		$3K Hold
13
– – ﹤0.01% 588
2016
Q4 		$3K Buy
+13
New +$2.77K ﹤0.01% 676

Other funds holding PSA

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Perigon Wealth Management's PSA Position: Q3 2026 in Review

Perigon Wealth Management increased its Public Storage (PSA) stake by 32% in Q3 2026, buying an estimated $76.7K and bringing the position to 999 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Perigon Wealth Management first reported a position in PSA in Q4 2016 and has held it in 11 quarters since. The position peaked at $499K in Q3 2025. 265 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Perigon Wealth Management held 999 shares of Public Storage worth $283K as of Q3 2026.
  • Perigon Wealth Management bought 245 Public Storage shares in Q3 2026, an estimated $76.7K.
  • Public Storage made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1183 holding.
  • Perigon Wealth Management first reported a position in Public Storage in Q4 2016 and has held it in 11 quarters since.
  • Perigon Wealth Management's Public Storage position peaked at $499K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.