TRUE Private Wealth Advisors’s Public Storage PSA Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-870	Closed	-$226K	–	280
2025 Q4	$226K	Buy	870 +47	+6%	+$13.2K	0.02%	242
2025 Q3	$238K	Buy	823 +19	+2%	+$5.45K	0.02%	237
2025 Q2	$236K	Sell	804 -196	-20%	-$58K	0.03%	229
2025 Q1	$299K	Hold	1,000	–	–	0.04%	184
2024 Q4	$299K	Sell	1,000 -6	-0.6%	-$1.99K	0.04%	181
2024 Q3	$366K	Buy	1,006 +1	+0.1%	+$325	0.04%	149
2024 Q2	$289K	Buy	1,005 +17	+2%	+$4.69K	0.03%	227
2024 Q1	$287K	Sell	988 -1	-0.1%	-$287	0.03%	239
2023 Q4	$302K	Hold	989	–	–	0.04%	218
2023 Q3	$261K	Buy	989 +1	+0.1%	+$280	0.04%	213
2023 Q2	$288K	Sell	988 -199	-17%	-$58K	0.04%	177
2023 Q1	$359K	Hold	1,187	–	–	0.05%	152
2022 Q4	$333K	Hold	1,187	–	–	0.05%	153
2022 Q3	$347K	Hold	1,187	–	–	0.05%	135
2022 Q2	$371K	Hold	1,187	–	–	0.05%	144
2022 Q1	$421K	Hold	1,187	–	–	0.06%	141
2021 Q4	$444K	Hold	1,187	–	–	0.06%	159
2021 Q3	$352K	Hold	1,187	–	–	0.05%	177
2021 Q2	$356K	Hold	1,187	–	–	0.05%	166
2021 Q1	$293K	Buy	1,187 +1,176	+10,691%	+$274K	0.05%	175
2020 Q4	$2K	Hold	11	–	–	﹤0.01%	674
2020 Q3	$2K	Buy	+11	New	+$2.25K	﹤0.01%	632
2018 Q4	–	Sell	-33	Closed	-$6.65K	–	746
2018 Q3	$6.65K	Buy	+33	New	+$7.12K	﹤0.01%	837

Other funds holding PSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TRUE Private Wealth Advisors's PSA Position: Q1 2026 in Review

TRUE Private Wealth Advisors sold out of Public Storage (PSA) in Q1 2026, closing a stake of 870 shares — an estimated $226K sold.

TRUE Private Wealth Advisors first reported a position in PSA in Q3 2018 and held it in 23 quarters. The position peaked at $444K in Q4 2021. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

TRUE Private Wealth Advisors reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
TRUE Private Wealth Advisors sold 870 Public Storage shares in Q1 2026, an estimated $226K.
TRUE Private Wealth Advisors first reported a position in Public Storage in Q3 2018 and held it in 23 quarters.
TRUE Private Wealth Advisors's Public Storage position peaked at $444K in Q4 2021.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.