Simplicity Wealth’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
$525K Buy
1,649
+835
+103% +$255K 0.02% 618
2026
Q1
$221K Buy
+814
New +$233K 0.01% 691
2024
Q3
Sell
-1,313
Closed -$378K 1028
2024
Q2
$378K Buy
1,313
+88
+7% +$24.3K 0.01% 866
2024
Q1
$355K Buy
+1,225
New +$351K 0.01% 859

Other funds holding PSA

Simplicity Wealth's PSA Position: Q2 2026 in Review

Simplicity Wealth increased its Public Storage (PSA) stake by 103% in Q2 2026, buying an estimated $255K and bringing the position to 1,649 shares worth $525K. The position accounts for 0.02% of the portfolio, ranked #618.

Simplicity Wealth first reported a position in PSA in Q1 2024 and has held it in 4 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Simplicity Wealth held 1,649 shares of Public Storage worth $525K as of Q2 2026.
  • Simplicity Wealth bought 835 Public Storage shares in Q2 2026, an estimated $255K.
  • Public Storage made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #618 holding.
  • Simplicity Wealth first reported a position in Public Storage in Q1 2024 and has held it in 4 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.