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Segment Wealth Management’s Public Storage PSA Stock Holding History

Segment Wealth Management’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 		$1.31M Buy
4,123
+412
+11% +$126K 0.07% 150
2026
Q1 		$1.01M Buy
3,711
+81
+2% +$23.2K 0.06% 165
2025
Q4 		$942K Buy
3,630
+13
+0.4% +$3.64K 0.05% 175
2025
Q3 		$1.04M Sell
3,617
-1,702
-32% -$489K 0.06% 164
2025
Q2 		$1.56M Buy
5,319
+340
+7% +$101K 0.1% 123
2025
Q1 		$1.49M Sell
4,979
-44
-0.9% -$13.2K 0.1% 119
2024
Q4 		$1.5M Sell
5,023
-320
-6% -$106K 0.1% 117
2024
Q3 		$1.94M Buy
5,343
+2,315
+76% +$752K 0.13% 100
2024
Q2 		$871K Buy
3,028
+170
+6% +$46.9K 0.06% 155
2024
Q1 		$829K Sell
2,858
-46
-2% -$13.2K 0.06% 154
2023
Q4 		$886K Hold
2,904
– – 0.08% 140
2023
Q3 		$765K Sell
2,904
-154
-5% -$43.2K 0.08% 136
2023
Q2 		$893K Hold
3,058
– – 0.09% 121
2023
Q1 		$924K Sell
3,058
-85
-3% -$25K 0.1% 111
2022
Q4 		$881K Buy
3,143
+250
+9% +$72.9K 0.1% 110
2022
Q3 		$847K Hold
2,893
– – 0.11% 110
2022
Q2 		$905K Hold
2,893
– – 0.11% 105
2022
Q1 		$1.13M Sell
2,893
-20
-0.7% -$7.26K 0.12% 110
2021
Q4 		$1.09M Buy
2,913
+63
+2% +$21K 0.11% 116
2021
Q3 		$847K Hold
2,850
– – 0.1% 128
2021
Q2 		$857K Hold
2,850
– – 0.1% 127
2021
Q1 		$703K Hold
2,850
– – 0.09% 130
2020
Q4 		$658K Buy
2,850
+170
+6% +$39K 0.1% 130
2020
Q3 		$597K Hold
2,680
– – 0.1% 126
2020
Q2 		$514K Sell
2,680
-40
-1% -$7.72K 0.1% 127
2020
Q1 		$540K Buy
2,720
+35
+1% +$7.5K 0.12% 111
2019
Q4 		$572K Buy
2,685
+90
+3% +$20K 0.1% 131
2019
Q3 		$636K Hold
2,595
– – 0.12% 113
2019
Q2 		$618K Hold
2,595
– – 0.13% 115
2019
Q1 		$565K Buy
2,595
+290
+13% +$60.7K 0.12% 121
2018
Q4 		$467K Sell
2,305
-101
-4% -$20.6K 0.12% 121
2018
Q3 		$485K Buy
2,406
+6
+0.3% +$1.29K 0.11% 133
2018
Q2 		$545K Hold
2,400
– – 0.13% 121
2018
Q1 		$481K Sell
2,400
-2,405
-50% -$469K 0.12% 124
2017
Q4 		$1M Sell
4,805
-69
-1% -$14.6K 0.24% 99
2017
Q3 		$1.04M Sell
4,874
-383
-7% -$79.2K 0.28% 91
2017
Q2 		$1.1M Buy
5,257
+2,847
+118% +$612K 0.3% 91
2017
Q1 		$528K Buy
2,410
+5
+0.2% +$1.11K 0.17% 107
2016
Q4 		$538K Hold
2,405
– – 0.2% 99
2016
Q3 		$537K Hold
2,405
– – 0.21% 98
2016
Q2 		$615K Hold
2,405
– – 0.25% 83
2016
Q1 		$663K Hold
2,405
– – 0.25% 79
2015
Q4 		$596K Hold
2,405
– – 0.23% 86
2015
Q3 		$509K Hold
2,405
– – 0.19% 94
2015
Q2 		$443K Hold
2,405
– – 0.15% 100
2015
Q1 		$474K Buy
+2,405
New +$476K 0.16% 101

Other funds holding PSA

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Segment Wealth Management's PSA Position: Q2 2026 in Review

Segment Wealth Management increased its Public Storage (PSA) stake by 11% in Q2 2026, buying an estimated $126K and bringing the position to 4,123 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #150.

Segment Wealth Management first reported a position in PSA in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.94M in Q3 2024. 209 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Segment Wealth Management held 4,123 shares of Public Storage worth $1.31M as of Q2 2026.
  • Segment Wealth Management bought 412 Public Storage shares in Q2 2026, an estimated $126K.
  • Public Storage made up 0.07% of Segment Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Segment Wealth Management first reported a position in Public Storage in Q1 2015 and has held it in 46 quarters since.
  • Segment Wealth Management's Public Storage position peaked at $1.94M in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.