Physician Wealth Advisors’s Public Storage PSA Stock Holding History

Physician 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	$169K	Buy	532 +20	+4%	+$6.12K	0.02%	238
2026 Q1	$139K	Buy	512 +16	+3%	+$4.59K	0.02%	234
2025 Q4	$129K	Buy	496 +34	+7%	+$9.51K	0.02%	242
2025 Q3	$133K	Buy	462 +35	+8%	+$10K	0.02%	243
2025 Q2	$125K	Buy	427 +6	+1%	+$1.78K	0.02%	240
2025 Q1	$126K	Buy	421 +3	+0.7%	+$897	0.02%	228
2024 Q4	$125K	Buy	+418	New	+$139K	0.02%	230
2023 Q2	–	Sell	-812	Closed	-$235K	–	154
2023 Q1	$235K	Hold	812	–	–	0.06%	136
2022 Q4	$239K	Hold	812	–	–	0.06%	134
2022 Q3	$239K	Hold	812	–	–	0.07%	129
2022 Q2	$263K	Hold	812	–	–	0.08%	123
2022 Q1	$288K	Hold	812	–	–	0.08%	125
2021 Q4	$289K	Hold	812	–	–	0.08%	130
2021 Q3	$259K	Buy	+812	New	+$255K	0.07%	132

Other funds holding PSA

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Physician Wealth Advisors increased its Public Storage (PSA) stake by 3.9% in Q2 2026, buying an estimated $6.12K and bringing the position to 532 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #238.

Physician Wealth Advisors first reported a position in PSA in Q3 2021 and has held it in 14 quarters since. The position peaked at $289K in Q4 2021. 173 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Physician Wealth Advisors held 532 shares of Public Storage worth $169K as of Q2 2026.
Physician Wealth Advisors bought 20 Public Storage shares in Q2 2026, an estimated $6.12K.
Public Storage made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #238 holding.
Physician Wealth Advisors first reported a position in Public Storage in Q3 2021 and has held it in 14 quarters since.
Physician Wealth Advisors's Public Storage position peaked at $289K in Q4 2021.
173 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.