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Spire Wealth Management’s Public Storage PSA Stock Holding History

Spire 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 		$92.2K Buy
290
+8
+3% +$2.45K ﹤0.01% 1001
2026
Q1 		$76.3K Buy
282
+29
+11% +$8.32K ﹤0.01% 1054
2025
Q4 		$65.5K Buy
253
+14
+6% +$3.92K ﹤0.01% 1101
2025
Q3 		$68.9K Sell
239
-115
-32% -$33K ﹤0.01% 1129
2025
Q2 		$104K Sell
354
-2,844
-89% -$842K ﹤0.01% 955
2025
Q1 		$957K Buy
3,198
+2,787
+678% +$833K 0.03% 410
2024
Q4 		$123K Buy
411
+7
+2% +$2.32K ﹤0.01% 967
2024
Q3 		$147K Buy
404
+128
+46% +$41.6K 0.01% 812
2024
Q2 		$79.5K Sell
276
-206
-43% -$56.8K ﹤0.01% 965
2024
Q1 		$140K Buy
482
+4
+0.8% +$1.15K ﹤0.01% 892
2023
Q4 		$139K Buy
478
+6
+1% +$1.59K ﹤0.01% 889
2023
Q3 		$124K Buy
472
+13
+3% +$3.64K ﹤0.01% 869
2023
Q2 		$134K Buy
459
+12
+3% +$3.5K 0.01% 871
2023
Q1 		$135K Buy
447
+326
+269% +$95.9K 0.01% 866
2022
Q4 		$34K Sell
121
-137
-53% -$40K ﹤0.01% 1142
2022
Q3 		$76K Sell
258
-548
-68% -$178K ﹤0.01% 800
2022
Q2 		$252K Sell
806
-24,529
-97% -$8.49M 0.01% 682
2022
Q1 		$9.9M Buy
25,335
+24,018
+1,824% +$8.72M 0.27% 102
2021
Q4 		$493K Buy
1,317
+235
+22% +$78.5K 0.01% 706
2021
Q3 		$322K Sell
1,082
-157
-13% -$49.3K 0.01% 728
2021
Q2 		$373K Buy
1,239
+837
+208% +$235K 0.01% 706
2021
Q1 		$99K Buy
+402
New +$93.6K ﹤0.01% 1407

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Spire Wealth Management increased its Public Storage (PSA) stake by 2.8% in Q2 2026, buying an estimated $2.45K and bringing the position to 290 shares worth $92.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Spire Wealth Management first reported a position in PSA in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.9M in Q1 2022. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Spire Wealth Management held 290 shares of Public Storage worth $92.2K as of Q2 2026.
  • Spire Wealth Management bought 8 Public Storage shares in Q2 2026, an estimated $2.45K.
  • Public Storage made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1001 holding.
  • Spire Wealth Management first reported a position in Public Storage in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Public Storage position peaked at $9.9M in Q1 2022.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.