Third View Private Wealth’s Public Storage PSA Stock Holding History

Third View Private Wealth’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	$4.44M	Sell	13,935 -597	-4%	-$183K	0.54%	37
2026 Q1	$3.94M	Buy	14,532 +2,026	+16%	+$581K	0.54%	42
2025 Q4	$3.25M	Buy	+12,506	New	+$3.5M	0.44%	55

Other funds holding PSA

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Third View Private Wealth's PSA Position: Q2 2026 in Review

Third View Private Wealth reduced its Public Storage (PSA) stake by 4.1% in Q2 2026, selling an estimated $183K and leaving 13,935 shares worth $4.44M. The position accounts for 0.54% of the portfolio, ranked #37.

Third View Private Wealth first reported a position in PSA in Q4 2025 and has held it in 3 quarters since. 629 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Third View Private Wealth held 13,935 shares of Public Storage worth $4.44M as of Q2 2026.
Third View Private Wealth sold 597 Public Storage shares in Q2 2026, an estimated $183K.
Public Storage made up 0.54% of Third View Private Wealth's portfolio in Q2 2026, its #37 holding.
Third View Private Wealth first reported a position in Public Storage in Q4 2025 and has held it in 3 quarters since.
629 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.