Portus Wealth Advisors’s Public Storage PSA Stock Holding History

Portus 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	–	Sell	-4	Closed	-$1.08K	–	406
2026 Q1	$1.08K	Buy	+4	New	+$1.15K	﹤0.01%	378

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 $3.38T AUM 44.17% 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

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

Portus Wealth Advisors sold out of Public Storage (PSA) in Q2 2026, closing a stake of 4 shares — an estimated $1.08K sold.

Portus Wealth Advisors first reported a position in PSA in Q1 2026 and held it in 1 quarter. The position peaked at $1.08K in Q1 2026. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Portus Wealth Advisors reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 4 Public Storage shares in Q2 2026, an estimated $1.08K.
Portus Wealth Advisors first reported a position in Public Storage in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Public Storage position peaked at $1.08K in Q1 2026.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.