True Wealth Design’s Public Storage PSA Stock Holding History

True Wealth Design’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	$11K	Sell	39 -6	-13%	-$1.88K	﹤0.01%	1032
2026 Q2	$14.3K	Buy	45 +4	+10%	+$1.22K	﹤0.01%	941
2026 Q1	$11.1K	Sell	41 -55	-57%	-$15.8K	﹤0.01%	941
2025 Q4	$24.9K	Sell	96 -267	-74%	-$74.7K	0.01%	529
2025 Q3	$105K	Buy	363 +163	+82%	+$46.8K	0.03%	155
2025 Q2	$58.7K	Buy	200 +181	+953%	+$53.6K	0.02%	184
2025 Q1	$5.72K	Buy	19 +17	+850%	+$5.08K	﹤0.01%	645
2024 Q4	$629	Buy	+2	New	+$664	﹤0.01%	1052

Other funds holding PSA

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

True Wealth Design's PSA Position: Q3 2026 in Review

True Wealth Design reduced its Public Storage (PSA) stake by 13% in Q3 2026, selling an estimated $1.88K and leaving 39 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

True Wealth Design first reported a position in PSA in Q4 2024 and has held it in 8 quarters since. The position peaked at $105K in Q3 2025. 265 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

True Wealth Design held 39 shares of Public Storage worth $11K as of Q3 2026.
True Wealth Design sold 6 Public Storage shares in Q3 2026, an estimated $1.88K.
Public Storage made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1032 holding.
True Wealth Design first reported a position in Public Storage in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Public Storage position peaked at $105K in Q3 2025.
265 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.