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Valeo Financial Advisors’s Public Storage PSA Stock Holding History

Valeo Financial 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
Q2 		$234K Buy
+735
New +$225K ﹤0.01% 710
2026
Q1 		– Sell
-1,282
Closed -$333K – 863
2025
Q4 		$333K Sell
1,282
-93
-7% -$26K 0.01% 580
2025
Q3 		$397K Buy
1,375
+10
+0.7% +$2.87K 0.01% 516
2025
Q2 		$401K Buy
1,365
+52
+4% +$15.4K 0.01% 502
2025
Q1 		$393K Buy
1,313
+41
+3% +$12.3K 0.01% 469
2024
Q4 		$381K Buy
1,272
+273
+27% +$90.6K 0.01% 472
2024
Q3 		$364K Buy
999
+148
+17% +$48K 0.01% 489
2024
Q2 		$245K Buy
+851
New +$235K 0.01% 555
2024
Q1 		– Sell
-661
Closed -$202K – 702
2023
Q4 		$202K Buy
+661
New +$175K 0.01% 591
2021
Q2 		– Sell
-4
Closed -$1K – 1479
2021
Q1 		$1K Sell
4
-32
-89% -$7.45K ﹤0.01% 1923
2020
Q4 		$8K Buy
36
+32
+800% +$7.33K ﹤0.01% 1259
2020
Q3 		$1K Sell
4
-33
-89% -$6.74K ﹤0.01% 1507
2020
Q2 		$7K Buy
37
+28
+311% +$5.4K ﹤0.01% 1413
2020
Q1 		$2K Buy
9
+5
+125% +$1.07K ﹤0.01% 1565
2019
Q4 		$1K Hold
4
– – ﹤0.01% 1561
2019
Q3 		$1K Hold
4
– – ﹤0.01% 1478
2019
Q2 		$1K Hold
4
– – ﹤0.01% 1489
2019
Q1 		$1K Hold
4
– – ﹤0.01% 1481
2018
Q4 		$1K Sell
4
-15
-79% -$3.06K ﹤0.01% 1408
2018
Q3 		$4K Sell
19
-9
-32% -$1.94K ﹤0.01% 1287
2018
Q2 		$6K Sell
28
-5
-15% -$1.04K ﹤0.01% 1096
2018
Q1 		$7K Buy
33
+26
+371% +$5.07K ﹤0.01% 1039
2017
Q4 		$1K Buy
+7
New +$1.48K ﹤0.01% 1308

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valeo Financial Advisors's PSA Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Public Storage (PSA) in Q2 2026: 735 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in PSA as recently as Q4 2025.

Valeo Financial Advisors first reported a position in PSA in Q4 2017 and has held it in 23 quarters since. The position peaked at $401K in Q2 2025. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Valeo Financial Advisors held 735 shares of Public Storage worth $234K as of Q2 2026.
  • Public Storage was a new Valeo Financial Advisors position in Q2 2026.
  • Public Storage made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #710 holding.
  • Valeo Financial Advisors first reported a position in Public Storage in Q4 2017 and has held it in 23 quarters since.
  • Valeo Financial Advisors's Public Storage position peaked at $401K in Q2 2025.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.