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 Q3	$4.07M	Buy	14,405 +470	+3%	+$147K	0.48%	49
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Third View Private Wealth's PSA Position: Q3 2026 in Review

Third View Private Wealth increased its Public Storage (PSA) stake by 3.4% in Q3 2026, buying an estimated $147K and bringing the position to 14,405 shares worth $4.07M. The position accounts for 0.48% of the portfolio, ranked #49.

Third View Private Wealth first reported a position in PSA in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.44M in Q2 2026. 593 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Third View Private Wealth held 14,405 shares of Public Storage worth $4.07M as of Q3 2026.
Third View Private Wealth bought 470 Public Storage shares in Q3 2026, an estimated $147K.
Public Storage made up 0.48% of Third View Private Wealth's portfolio in Q3 2026, its #49 holding.
Third View Private Wealth first reported a position in Public Storage in Q4 2025 and has held it in 4 quarters since.
Third View Private Wealth's Public Storage position peaked at $4.44M in Q2 2026.
593 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.