Ritholtz Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $570K | Sell |
2,105
-380
| -15% | -$109K | 0.01% | 743 |
|
|
2025
Q4 | $645K | Sell |
2,485
-3,524
| -59% | -$986K | 0.01% | 642 |
|
|
2025
Q3 | $1.74M | Sell |
6,009
-2,417
| -29% | -$694K | 0.03% | 369 |
|
|
2025
Q2 | $2.47M | Buy |
8,426
+306
| +4% | +$90.6K | 0.05% | 242 |
|
|
2025
Q1 | $2.43M | Buy |
8,120
+236
| +3% | +$70.6K | 0.07% | 204 |
|
|
2024
Q4 | $2.36M | Buy |
7,884
+2,332
| +42% | +$774K | 0.07% | 196 |
|
|
2024
Q3 | $2.02M | Buy |
5,552
+1,238
| +29% | +$402K | 0.06% | 230 |
|
|
2024
Q2 | $1.24M | Sell |
4,314
-127
| -3% | -$35K | 0.04% | 299 |
|
|
2024
Q1 | $1.29M | Sell |
4,441
-204
| -4% | -$58.5K | 0.04% | 294 |
|
|
2023
Q4 | $1.42M | Sell |
4,645
-372
| -7% | -$98.7K | 0.06% | 230 |
|
|
2023
Q3 | $1.32M | Buy |
5,017
+3,472
| +225% | +$973K | 0.06% | 214 |
|
|
2023
Q2 | $451K | Sell |
1,545
-3,850
| -71% | -$1.12M | 0.02% | 451 |
|
|
2023
Q1 | $1.63M | Buy |
5,395
+4,009
| +289% | +$1.18M | 0.08% | 156 |
|
|
2022
Q4 | $388K | Sell |
1,386
-1,371
| -50% | -$400K | 0.02% | 411 |
|
|
2022
Q3 | $807K | Buy |
2,757
+1,307
| +90% | +$425K | 0.04% | 292 |
|
|
2022
Q2 | $453K | Sell |
1,450
-5
| -0.3% | -$1.73K | 0.03% | 337 |
|
|
2022
Q1 | $568K | Buy |
1,455
+80
| +6% | +$29K | 0.04% | 279 |
|
|
2021
Q4 | $515K | Buy |
1,375
+73
| +6% | +$24.4K | 0.03% | 297 |
|
|
2021
Q3 | $387K | Buy |
1,302
+57
| +5% | +$17.9K | 0.03% | 322 |
|
|
2021
Q2 | $374K | Buy |
1,245
+117
| +10% | +$32.8K | 0.03% | 319 |
|
|
2021
Q1 | $278K | Sell |
1,128
-16
| -1% | -$3.73K | 0.02% | 326 |
|
|
2020
Q4 | $264K | Buy |
1,144
+78
| +7% | +$17.9K | 0.03% | 281 |
|
|
2020
Q3 | $237K | Buy |
+1,066
| New | +$218K | 0.03% | 247 |
|
|
2019
Q4 | – | Sell |
-925
| Closed | -$227K | – | 164 |
|
|
2019
Q3 | $227K | Sell |
925
-19
| -2% | -$4.77K | 0.04% | 119 |
|
|
2019
Q2 | $225K | Sell |
944
-286
| -23% | -$65.6K | 0.04% | 114 |
|
|
2019
Q1 | $268K | Hold |
1,230
| – | – | 0.05% | 108 |
|
|
2018
Q4 | $249K | Hold |
1,230
| – | – | 0.06% | 106 |
|
|
2018
Q3 | $248K | Sell |
1,230
-200
| -14% | -$43.2K | 0.06% | 100 |
|
|
2018
Q2 | $324K | Sell |
1,430
-401
| -22% | -$83.5K | 0.09% | 85 |
|
|
2018
Q1 | $367K | Sell |
1,831
-1,019
| -36% | -$199K | 0.1% | 71 |
|
|
2017
Q4 | $596K | Buy |
+2,850
| New | +$602K | 0.18% | 61 |
|
Other funds holding PSA
VPM
VCM
Ritholtz Wealth Management's PSA Position: Q1 2026 in Review
Ritholtz Wealth Management reduced its Public Storage (PSA) stake by 15% in Q1 2026, selling an estimated $109K and leaving 2,105 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #743.
Ritholtz Wealth Management first reported a position in PSA in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.47M in Q2 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.
- Ritholtz Wealth Management held 2,105 shares of Public Storage worth $570K as of Q1 2026.
- Ritholtz Wealth Management sold 380 Public Storage shares in Q1 2026, an estimated $109K.
- Public Storage made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #743 holding.
- Ritholtz Wealth Management first reported a position in Public Storage in Q4 2017 and has held it in 31 quarters since.
- Ritholtz Wealth Management's Public Storage position peaked at $2.47M in Q2 2025.
- 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.
Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.