Private Wealth Management Group’s Public Storage PSA Stock Holding History

Private Wealth Management Group’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	$1.13K	Hold	4	–	–	﹤0.01%	1304
2026 Q2	$1.27K	Hold	4	–	–	﹤0.01%	1257
2026 Q1	$1.08K	Hold	4	–	–	﹤0.01%	1238
2025 Q4	$1.04K	Hold	4	–	–	﹤0.01%	1259
2025 Q3	$1.16K	Hold	4	–	–	﹤0.01%	1251
2025 Q2	$1.17K	Hold	4	–	–	﹤0.01%	1226
2025 Q1	$1.2K	Hold	4	–	–	﹤0.01%	1212
2024 Q4	$1.2K	Hold	4	–	–	﹤0.01%	1247
2024 Q3	$1.46K	Hold	4	–	–	﹤0.01%	1179
2024 Q2	$1.15K	Sell	4 -4	-50%	-$1.1K	﹤0.01%	1232
2024 Q1	$2.32K	Hold	8	–	–	﹤0.01%	902
2023 Q4	$2.44K	Buy	+8	New	+$2.12K	﹤0.01%	896

Other funds holding PSA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Private Wealth Management Group's PSA Position: Q3 2026 in Review

Private Wealth Management Group held its Public Storage (PSA) position steady in Q3 2026 at 4 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Private Wealth Management Group first reported a position in PSA in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.44K in Q4 2023. 968 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Private Wealth Management Group held 4 shares of Public Storage worth $1.13K as of Q3 2026.
Private Wealth Management Group left its Public Storage share count unchanged in Q3 2026.
Public Storage made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1304 holding.
Private Wealth Management Group first reported a position in Public Storage in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Public Storage position peaked at $2.44K in Q4 2023.
968 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.