Signature Estate & Investment Advisors’s Public Storage PSA Stock Holding History

Signature Estate & Investment Advisors’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	$328K	Buy	1,030 +291	+39%	+$89K	0.01%	528
2026 Q1	$200K	Sell	739 -61	-8%	-$17.5K	﹤0.01%	633
2025 Q4	$208K	Sell	800 -2	-0.2%	-$560	﹤0.01%	582
2025 Q3	$232K	Sell	802 -10	-1%	-$2.87K	﹤0.01%	551
2025 Q2	$238K	Buy	812 +135	+20%	+$40K	0.01%	517
2025 Q1	$203K	Buy	+677	New	+$202K	0.01%	531
2024 Q4	–	Sell	-639	Closed	-$233K	–	559
2024 Q3	$233K	Buy	+639	New	+$207K	0.01%	468

Other funds holding PSA

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Signature Estate & Investment Advisors's PSA Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Public Storage (PSA) stake by 39% in Q2 2026, buying an estimated $89K and bringing the position to 1,030 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #528.

Signature Estate & Investment Advisors first reported a position in PSA in Q3 2024 and has held it in 7 quarters since. 535 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Signature Estate & Investment Advisors held 1,030 shares of Public Storage worth $328K as of Q2 2026.
Signature Estate & Investment Advisors bought 291 Public Storage shares in Q2 2026, an estimated $89K.
Public Storage made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #528 holding.
Signature Estate & Investment Advisors first reported a position in Public Storage in Q3 2024 and has held it in 7 quarters since.
535 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.