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 Q3	$285K	Sell	1,008 -207	-17%	-$64.8K	0.03%	333
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%	-$29.8K	0.04%	314
2025 Q2	$371K	Buy	1,265 +29	+2%	+$8.58K	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

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Premier Path Wealth Partners's PSA Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Public Storage (PSA) stake by 17% in Q3 2026, selling an estimated $64.8K and leaving 1,008 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #333.

Premier Path Wealth Partners first reported a position in PSA in Q1 2024 and has held it in 11 quarters since. The position peaked at $430K in Q3 2024. 265 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Premier Path Wealth Partners held 1,008 shares of Public Storage worth $285K as of Q3 2026.
Premier Path Wealth Partners sold 207 Public Storage shares in Q3 2026, an estimated $64.8K.
Public Storage made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #333 holding.
Premier Path Wealth Partners first reported a position in Public Storage in Q1 2024 and has held it in 11 quarters since.
Premier Path Wealth Partners's Public Storage position peaked at $430K in Q3 2024.
265 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.