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Premier Path Wealth Partners’s Public Storage PSA Stock Holding History

Premier Path Wealth Partners’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 		$387K Sell
1,215
-125
-9% -$38.2K 0.04% 313
2026
Q1 		$363K Buy
1,340
+183
+16% +$52.5K 0.05% 319
2025
Q4 		$300K Sell
1,157
-4
-0.3% -$1.12K 0.04% 322
2025
Q3 		$335K Sell
1,161
-104
-8% -$29.9K 0.04% 314
2025
Q2 		$371K Buy
1,265
+29
+2% +$8.59K 0.05% 288
2025
Q1 		$370K Buy
1,236
+15
+1% +$4.49K 0.06% 270
2024
Q4 		$366K Buy
1,221
+40
+3% +$13.3K 0.06% 270
2024
Q3 		$430K Buy
1,181
+204
+21% +$66.2K 0.07% 249
2024
Q2 		$281K Buy
977
+281
+40% +$77.5K 0.05% 305
2024
Q1 		$202K Buy
+696
New +$200K 0.04% 336

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Premier Path Wealth Partners's PSA Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Public Storage (PSA) stake by 9.3% in Q2 2026, selling an estimated $38.2K and leaving 1,215 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #313.

Premier Path Wealth Partners first reported a position in PSA in Q1 2024 and has held it in 10 quarters since. The position peaked at $430K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Premier Path Wealth Partners held 1,215 shares of Public Storage worth $387K as of Q2 2026.
  • Premier Path Wealth Partners sold 125 Public Storage shares in Q2 2026, an estimated $38.2K.
  • Public Storage made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #313 holding.
  • Premier Path Wealth Partners first reported a position in Public Storage in Q1 2024 and has held it in 10 quarters since.
  • Premier Path Wealth Partners's Public Storage position peaked at $430K in Q3 2024.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.