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Plante Moran Financial Advisors’s Public Storage PSA Stock Holding History

Plante Moran Financial 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 		$177K Buy
555
+12
+2% +$3.67K 0.01% 178
2026
Q1 		$147K Buy
543
+2
+0.4% +$573 0.01% 188
2025
Q4 		$140K Sell
541
-1
-0.2% -$280 0.01% 197
2025
Q3 		$157K Buy
542
+1
+0.2% +$287 0.01% 187
2025
Q2 		$159K Hold
541
– – 0.01% 183
2025
Q1 		$162K Hold
541
– – 0.01% 192
2024
Q4 		$162K Hold
541
– – 0.01% 200
2024
Q3 		$197K Hold
541
– – 0.02% 181
2024
Q2 		$156K Buy
+541
New +$149K 0.02% 193
2022
Q1 		– Sell
-61
Closed -$23K – 956
2021
Q4 		$23K Buy
+61
New +$20.4K ﹤0.01% 525
2021
Q1 		– Sell
-311
Closed -$72K – 1095
2020
Q4 		$72K Buy
+311
New +$71.3K 0.02% 289
2019
Q3 		– Sell
-25
Closed -$6K – 898
2019
Q2 		$6K Buy
+25
New +$5.73K ﹤0.01% 630
2018
Q2 		– Sell
-54
Closed -$11K – 935
2018
Q1 		$11K Hold
54
– – 0.01% 590
2017
Q4 		$11K Hold
54
– – 0.01% 581
2017
Q3 		$12K Hold
54
– – 0.01% 519
2017
Q2 		$11K Hold
54
– – 0.01% 545
2017
Q1 		$12K Sell
54
-63
-54% -$14K 0.01% 552
2016
Q4 		$26K Buy
117
+63
+117% +$13.4K 0.02% 444
2016
Q3 		$12K Sell
54
-62
-53% -$14.5K 0.01% 572
2016
Q2 		$30K Buy
116
+62
+115% +$15.9K 0.02% 365
2016
Q1 		$15K Sell
54
-6
-10% -$1.51K 0.01% 420
2015
Q4 		$15K Sell
60
-6
-9% -$1.41K 0.01% 503
2015
Q3 		$14K Sell
66
-14
-18% -$2.85K 0.01% 436
2015
Q2 		$15K Hold
80
– – 0.01% 462
2015
Q1 		$16K Sell
80
-3
-4% -$594 0.01% 440
2014
Q4 		$15K Hold
83
– – 0.01% 456
2014
Q3 		$14K Buy
83
+6
+8% +$1.03K 0.01% 473
2014
Q2 		$13K Buy
+77
New +$13.2K 0.01% 460

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
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
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Plante Moran Financial Advisors's PSA Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Public Storage (PSA) stake by 2.2% in Q2 2026, buying an estimated $3.67K and bringing the position to 555 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #178.

Plante Moran Financial Advisors first reported a position in PSA in Q2 2014 and has held it in 28 quarters since. The position peaked at $197K in Q3 2024. 629 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Plante Moran Financial Advisors held 555 shares of Public Storage worth $177K as of Q2 2026.
  • Plante Moran Financial Advisors bought 12 Public Storage shares in Q2 2026, an estimated $3.67K.
  • Public Storage made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • Plante Moran Financial Advisors first reported a position in Public Storage in Q2 2014 and has held it in 28 quarters since.
  • Plante Moran Financial Advisors's Public Storage position peaked at $197K in Q3 2024.
  • 629 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.