Thrive Wealth Management
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Thrive Wealth Management’s Public Storage PSA Stock Holding History

Thrive 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
Q3 		– Sell
-673
Closed -$214K – 272
2026
Q2 		$214K Buy
+673
New +$206K 0.03% 241

Other funds holding PSA

Montrusco Bolton Investments
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Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Thrive Wealth Management's PSA Position: Q3 2026 in Review

Thrive Wealth Management sold out of Public Storage (PSA) in Q3 2026, closing a stake of 673 shares — an estimated $214K sold.

Thrive Wealth Management first reported a position in PSA in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 265 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Thrive Wealth Management reported no remaining Public Storage position as of Q3 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 673 Public Storage shares in Q3 2026, an estimated $214K.
  • Thrive Wealth Management first reported a position in Public Storage in Q2 2026 and held it in 1 quarter.
  • Thrive Wealth Management's Public Storage position peaked at $214K in Q2 2026.
  • 265 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.