SOA Wealth Advisors’s Public Storage PSA Stock Holding History

SOA Wealth 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	$17.2K	Hold	54	–	–	﹤0.01%	541
2026 Q1	$14.6K	Hold	54	–	–	﹤0.01%	538
2025 Q4	$14K	Hold	54	–	–	﹤0.01%	551
2025 Q3	$15.6K	Buy	54 +32	+145%	+$9.19K	﹤0.01%	555
2025 Q2	$6.46K	Buy	+22	New	+$6.51K	﹤0.01%	637
2023 Q4	–	Sell	-5	Closed	-$1.32K	–	939
2023 Q3	$1.32K	Hold	5	–	–	﹤0.01%	743
2023 Q2	$1.46K	Hold	5	–	–	﹤0.01%	750
2023 Q1	$1.51K	Hold	5	–	–	﹤0.01%	755
2022 Q4	$1.4K	Hold	5	–	–	﹤0.01%	766
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	794
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	778
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	867
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	840
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	861
2021 Q2	$1K	Buy	5 +4	+400%	+$1.12K	﹤0.01%	841
2021 Q1	$0	Hold	1	–	–	﹤0.01%	903
2020 Q4	$0	Buy	+1	New	+$229	﹤0.01%	869

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SOA Wealth Advisors's PSA Position: Q2 2026 in Review

SOA Wealth Advisors held its Public Storage (PSA) position steady in Q2 2026 at 54 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

SOA Wealth Advisors first reported a position in PSA in Q4 2020 and has held it in 17 quarters since. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

SOA Wealth Advisors held 54 shares of Public Storage worth $17.2K as of Q2 2026.
SOA Wealth Advisors left its Public Storage share count unchanged in Q2 2026.
Public Storage made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #541 holding.
SOA Wealth Advisors first reported a position in Public Storage in Q4 2020 and has held it in 17 quarters since.
1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.