Toth Financial Advisory’s Public Storage PSA Stock Holding History

Toth Financial Advisory’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	$43.6K	Hold	137	–	–	﹤0.01%	398
2026 Q1	$37.1K	Hold	137	–	–	﹤0.01%	396
2025 Q4	$35.6K	Hold	137	–	–	﹤0.01%	403
2025 Q3	$39.6K	Hold	137	–	–	﹤0.01%	385
2025 Q2	$40.2K	Hold	137	–	–	﹤0.01%	337
2025 Q1	$41K	Sell	137 -66	-33%	-$19.7K	﹤0.01%	315
2024 Q4	$60.8K	Buy	203 +66	+48%	+$21.9K	0.01%	278
2024 Q3	$49.9K	Hold	137	–	–	0.01%	296
2024 Q2	$39.4K	Hold	137	–	–	0.01%	316
2024 Q1	$39.7K	Hold	137	–	–	0.01%	313
2023 Q4	$41.8K	Hold	137	–	–	0.01%	313
2023 Q3	$36.1K	Hold	137	–	–	0.01%	300
2023 Q2	$40K	Hold	137	–	–	0.01%	297
2023 Q1	$41.4K	Hold	137	–	–	0.01%	295
2022 Q4	$38.4K	Hold	137	–	–	0.01%	304
2022 Q3	$40K	Hold	137	–	–	0.01%	293
2022 Q2	$43K	Hold	137	–	–	0.01%	287
2022 Q1	$53K	Sell	137 -163	-54%	-$59.2K	0.01%	283
2021 Q4	$112K	Hold	300	–	–	0.02%	231
2021 Q3	$89K	Hold	300	–	–	0.01%	251
2021 Q2	$90K	Hold	300	–	–	0.01%	232
2021 Q1	$74K	Sell	300 -100	-25%	-$23.3K	0.01%	260
2020 Q4	$92K	Hold	400	–	–	0.02%	223
2020 Q3	$89K	Hold	400	–	–	0.02%	214
2020 Q2	$77K	Hold	400	–	–	0.02%	204
2020 Q1	$79K	Hold	400	–	–	0.02%	152
2019 Q4	$85K	Hold	400	–	–	0.02%	185
2019 Q3	$98K	Hold	400	–	–	0.02%	191
2019 Q2	$95K	Hold	400	–	–	0.02%	190
2019 Q1	$87K	Hold	400	–	–	0.02%	180
2018 Q4	$81K	Hold	400	–	–	0.02%	156
2018 Q3	$81K	Hold	400	–	–	0.02%	188
2018 Q2	$91K	Hold	400	–	–	0.02%	179
2018 Q1	$80K	Hold	400	–	–	0.02%	185
2017 Q4	$84K	Buy	+400	New	+$84.5K	0.02%	179

Other funds holding PSA

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return