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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
Q3 		$280K Buy
989
+254
+35% +$79.5K 0.01% 655
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

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors's PSA Position: Q3 2026 in Review

Valeo Financial Advisors increased its Public Storage (PSA) stake by 35% in Q3 2026, buying an estimated $79.5K and bringing the position to 989 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #655.

Valeo Financial Advisors first reported a position in PSA in Q4 2017 and has held it in 24 quarters since. The position peaked at $401K in Q2 2025. 32 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Valeo Financial Advisors held 989 shares of Public Storage worth $280K as of Q3 2026.
  • Valeo Financial Advisors bought 254 Public Storage shares in Q3 2026, an estimated $79.5K.
  • Public Storage made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #655 holding.
  • Valeo Financial Advisors first reported a position in Public Storage in Q4 2017 and has held it in 24 quarters since.
  • Valeo Financial Advisors's Public Storage position peaked at $401K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.