SimplyRich’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 | $317K | Hold |
999
| – | – | 0.07% | 153 |
|
|
2026
Q1 | $270K | Sell |
999
-1
| -0.1% | -$287 | 0.07% | 207 |
|
|
2025
Q4 | $259K | Sell |
1,000
-2
| -0.2% | -$560 | 0.07% | 181 |
|
|
2025
Q3 | $289K | Sell |
1,002
-1
| -0.1% | -$287 | 0.08% | 180 |
|
|
2025
Q2 | $294K | Hold |
1,003
| – | – | 0.08% | 186 |
|
|
2025
Q1 | $300K | Hold |
1,003
| – | – | 0.09% | 183 |
|
|
2024
Q4 | $300K | Hold |
1,003
| – | – | 0.09% | 182 |
|
|
2024
Q3 | $364K | Hold |
1,003
| – | – | 0.1% | 159 |
|
|
2024
Q2 | $288K | Sell |
1,003
-23
| -2% | -$6.34K | 0.09% | 152 |
|
|
2024
Q1 | $298K | Buy |
1,026
+23
| +2% | +$6.59K | 0.1% | 150 |
|
|
2023
Q4 | $306K | Buy |
1,003
+8
| +0.8% | +$2.12K | 0.11% | 143 |
|
|
2023
Q3 | $262K | Hold |
995
| – | – | 0.13% | 126 |
|
|
2023
Q2 | $290K | Buy |
995
+26
| +3% | +$7.58K | 0.1% | 147 |
|
|
2023
Q1 | $292K | Hold |
969
| – | – | 0.11% | 142 |
|
|
2022
Q4 | $271K | Hold |
969
| – | – | 0.11% | 149 |
|
|
2022
Q3 | $283K | Hold |
969
| – | – | 0.13% | 130 |
|
|
2022
Q2 | $302K | Hold |
969
| – | – | 0.13% | 131 |
|
|
2022
Q1 | $378K | Hold |
969
| – | – | 0.13% | 129 |
|
|
2021
Q4 | $363K | Hold |
969
| – | – | 0.12% | 134 |
|
|
2021
Q3 | $287K | Hold |
969
| – | – | 0.1% | 146 |
|
|
2021
Q2 | $291K | Hold |
969
| – | – | 0.13% | 132 |
|
|
2021
Q1 | $239K | Hold |
969
| – | – | 0.09% | 151 |
|
|
2020
Q4 | $224K | Hold |
969
| – | – | 0.1% | 143 |
|
|
2020
Q3 | $216K | Buy |
+969
| New | +$198K | 0.11% | 134 |
|
|
2019
Q4 | – | Sell |
-910
| Closed | -$223K | – | 158 |
|
|
2019
Q3 | $223K | Hold |
910
| – | – | 0.12% | 139 |
|
|
2019
Q2 | $217K | Buy |
+910
| New | +$209K | 0.12% | 145 |
|
|
2018
Q3 | – | Sell |
-910
| Closed | -$206K | – | 164 |
|
|
2018
Q2 | $206K | Buy |
+910
| New | +$189K | 0.12% | 154 |
|
|
2018
Q1 | – | Sell |
-2,906
| Closed | -$607K | – | 180 |
|
|
2017
Q4 | $607K | Buy |
+2,906
| New | +$614K | 0.34% | 101 |
|
Other funds holding PSA
SimplyRich's PSA Position: Q2 2026 in Review
SimplyRich held its Public Storage (PSA) position steady in Q2 2026 at 999 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #153.
SimplyRich first reported a position in PSA in Q4 2017 and has held it in 28 quarters since. The position peaked at $607K in Q4 2017. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.
- SimplyRich held 999 shares of Public Storage worth $317K as of Q2 2026.
- SimplyRich left its Public Storage share count unchanged in Q2 2026.
- Public Storage made up 0.07% of SimplyRich's portfolio in Q2 2026, its #153 holding.
- SimplyRich first reported a position in Public Storage in Q4 2017 and has held it in 28 quarters since.
- SimplyRich's Public Storage position peaked at $607K in Q4 2017.
- 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.
Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.