Synergy Investment Management’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
$5.6K Buy
+17
New +$5.2K ﹤0.01% 733
2025
Q2
– Sell
-50
Closed -$15K – 437
2025
Q1
$15K Buy
+50
New +$15K 0.01% 342

Other funds holding PSA

Synergy Investment Management's PSA Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Public Storage (PSA) in Q2 2026: 17 shares worth $5.6K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in PSA as recently as Q1 2025.

Synergy Investment Management first reported a position in PSA in Q1 2025 and has held it in 2 quarters since. The position peaked at $15K in Q1 2025. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Synergy Investment Management held 17 shares of Public Storage worth $5.6K as of Q2 2026.
  • Public Storage was a new Synergy Investment Management position in Q2 2026.
  • Public Storage made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #733 holding.
  • Synergy Investment Management first reported a position in Public Storage in Q1 2025 and has held it in 2 quarters since.
  • Synergy Investment Management's Public Storage position peaked at $15K in Q1 2025.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.