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Stratos Wealth Partners’s Public Storage PSA Stock Holding History

Stratos Wealth Partners’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
Q1 		$460K Sell
1,698
-270
-14% -$77.4K 0.01% 1093
2025
Q4 		$511K Sell
1,968
-1,239
-39% -$347K 0.01% 1039
2025
Q3 		$927K Buy
3,207
+553
+21% +$159K 0.01% 775
2025
Q2 		$779K Sell
2,654
-429
-14% -$127K 0.01% 780
2025
Q1 		$923K Sell
3,083
-187
-6% -$55.9K 0.01% 690
2024
Q4 		$979K Buy
3,270
+202
+7% +$67K 0.01% 707
2024
Q3 		$1.12M Buy
3,068
+292
+11% +$94.8K 0.02% 639
2024
Q2 		$799K Sell
2,776
-5
-0.2% -$1.38K 0.01% 728
2024
Q1 		$807K Buy
2,781
+317
+13% +$90.9K 0.01% 719
2023
Q4 		$752K Buy
2,464
+296
+14% +$78.5K 0.01% 720
2023
Q3 		$571K Buy
2,168
+398
+22% +$112K 0.01% 779
2023
Q2 		$517K Sell
1,770
-16
-0.9% -$4.66K 0.01% 753
2023
Q1 		$540K Sell
1,786
-120
-6% -$35.3K 0.01% 674
2022
Q4 		$534K Sell
1,906
-91
-5% -$26.5K 0.01% 713
2022
Q3 		$585K Sell
1,997
-80
-4% -$26K 0.02% 632
2022
Q2 		$650K Buy
2,077
+133
+7% +$46K 0.02% 629
2022
Q1 		$759K Buy
1,944
+200
+11% +$72.6K 0.02% 644
2021
Q4 		$653K Buy
1,744
+88
+5% +$29.4K 0.01% 718
2021
Q3 		$492K Buy
1,656
+102
+7% +$32K 0.01% 752
2021
Q2 		$467K Buy
1,554
+224
+17% +$62.8K 0.01% 791
2021
Q1 		$328K Buy
1,330
+40
+3% +$9.31K 0.01% 855
2020
Q4 		$298K Buy
1,290
+126
+11% +$28.9K 0.01% 851
2020
Q3 		$259K Buy
1,164
+98
+9% +$20K 0.01% 838
2020
Q2 		$205K Sell
1,066
-272
-20% -$52.5K 0.01% 895
2020
Q1 		$266K Buy
1,338
+29
+2% +$6.21K 0.01% 724
2019
Q4 		$279K Sell
1,309
-7
-0.5% -$1.55K 0.01% 778
2019
Q3 		$323K Sell
1,316
-21
-2% -$5.27K 0.01% 699
2019
Q2 		$318K Buy
1,337
+10
+0.8% +$2.29K 0.01% 716
2019
Q1 		$289K Buy
1,327
+60
+5% +$12.6K 0.01% 730
2018
Q4 		$256K Sell
1,267
-345
-21% -$70.4K 0.01% 717
2018
Q3 		$325K Buy
1,612
+75
+5% +$16.2K 0.01% 684
2018
Q2 		$349K Sell
1,537
-74
-5% -$15.4K 0.02% 685
2018
Q1 		$323K Sell
1,611
-424
-21% -$82.6K 0.01% 694
2017
Q4 		$425K Buy
2,035
+90
+5% +$19K 0.02% 567
2017
Q3 		$416K Sell
1,945
-222
-10% -$45.9K 0.02% 560
2017
Q2 		$452K Buy
2,167
+282
+15% +$60.6K 0.02% 493
2017
Q1 		$413K Buy
1,885
+699
+59% +$155K 0.02% 473
2016
Q4 		$265K Buy
+1,186
New +$252K 0.02% 552
2016
Q3 		– Sell
-1,189
Closed -$304K – 711
2016
Q2 		$304K Sell
1,189
-90
-7% -$23.1K 0.02% 444
2016
Q1 		$353K Sell
1,279
-325
-20% -$82K 0.03% 372
2015
Q4 		$397K Buy
1,604
+496
+45% +$116K 0.03% 356
2015
Q3 		$234K Buy
+1,108
New +$226K 0.03% 447

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stratos Wealth Partners's PSA Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Public Storage (PSA) stake by 14% in Q1 2026, selling an estimated $77.4K and leaving 1,698 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #1093.

Stratos Wealth Partners first reported a position in PSA in Q3 2015 and has held it in 42 quarters since. The position peaked at $1.12M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Stratos Wealth Partners held 1,698 shares of Public Storage worth $460K as of Q1 2026.
  • Stratos Wealth Partners sold 270 Public Storage shares in Q1 2026, an estimated $77.4K.
  • Public Storage made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1093 holding.
  • Stratos Wealth Partners first reported a position in Public Storage in Q3 2015 and has held it in 42 quarters since.
  • Stratos Wealth Partners's Public Storage position peaked at $1.12M in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.