Ritter Daniher Financial Advisory’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
Q2
$47.7K Sell
150
-109
-42% -$33.3K 0.01% 283
2026
Q1
$70K Buy
259
+2
+0.8% +$573 0.01% 246
2025
Q4
$66.8K Buy
257
+228
+786% +$63.8K 0.01% 246
2025
Q3
$8.38K Buy
+29
New +$8.32K ﹤0.01% 349

Other funds holding PSA

Ritter Daniher Financial Advisory's PSA Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Public Storage (PSA) stake by 42% in Q2 2026, selling an estimated $33.3K and leaving 150 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #283.

Ritter Daniher Financial Advisory first reported a position in PSA in Q3 2025 and has held it in 4 quarters since. The position peaked at $70K in Q1 2026. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Ritter Daniher Financial Advisory held 150 shares of Public Storage worth $47.7K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 109 Public Storage shares in Q2 2026, an estimated $33.3K.
  • Public Storage made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #283 holding.
  • Ritter Daniher Financial Advisory first reported a position in Public Storage in Q3 2025 and has held it in 4 quarters since.
  • Ritter Daniher Financial Advisory's Public Storage position peaked at $70K in Q1 2026.
  • 1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.