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Waddell & Associates’s Public Storage PSA Stock Holding History

Waddell & Associates’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 		$1M Buy
3,156
+10
+0.3% +$3.06K 0.05% 134
2026
Q1 		$852K Buy
3,146
+99
+3% +$28.4K 0.05% 132
2025
Q4 		$791K Sell
3,047
-1,176
-28% -$329K 0.05% 113
2025
Q3 		$1.22M Buy
4,223
+320
+8% +$91.8K 0.1% 62
2025
Q2 		$1.15M Buy
3,903
+877
+29% +$260K 0.12% 57
2025
Q1 		$906K Buy
3,026
+11
+0.4% +$3.29K 0.11% 57
2024
Q4 		$903K Buy
3,015
+11
+0.4% +$3.65K 0.09% 58
2024
Q3 		$1.09M Buy
3,004
+69
+2% +$22.4K 0.13% 46
2024
Q2 		$844K Buy
2,935
+1,028
+54% +$283K 0.11% 56
2024
Q1 		$553K Buy
1,907
+13
+0.7% +$3.73K 0.07% 71
2023
Q4 		$588K Sell
1,894
-1,025
-35% -$272K 0.08% 71
2023
Q3 		$769K Buy
2,919
+25
+0.9% +$7.01K 0.11% 60
2023
Q2 		$845K Buy
2,894
+23
+0.8% +$6.7K 0.12% 56
2023
Q1 		$867K Buy
2,871
+22
+0.8% +$6.47K 0.14% 55
2022
Q4 		$798K Buy
2,849
+15
+0.5% +$4.37K 0.13% 54
2022
Q3 		$830K Buy
2,834
+1
+0% +$325 0.16% 47
2022
Q2 		$886K Buy
2,833
+11
+0.4% +$3.81K 0.18% 45
2022
Q1 		$1.1M Hold
2,822
– – 0.18% 41
2021
Q4 		$1.06M Buy
2,822
+25
+0.9% +$8.35K 0.17% 37
2021
Q3 		$831K Buy
2,797
+15
+0.5% +$4.71K 0.14% 45
2021
Q2 		$837 Buy
+2,782
New +$780K 0.13% 42

Other funds holding PSA

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Waddell & Associates's PSA Position: Q2 2026 in Review

Waddell & Associates increased its Public Storage (PSA) stake by 0.32% in Q2 2026, buying an estimated $3.06K and bringing the position to 3,156 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #134.

Waddell & Associates first reported a position in PSA in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.22M in Q3 2025. 184 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Waddell & Associates held 3,156 shares of Public Storage worth $1M as of Q2 2026.
  • Waddell & Associates bought 10 Public Storage shares in Q2 2026, an estimated $3.06K.
  • Public Storage made up 0.05% of Waddell & Associates's portfolio in Q2 2026, its #134 holding.
  • Waddell & Associates first reported a position in Public Storage in Q2 2021 and has held it in 21 quarters since.
  • Waddell & Associates's Public Storage position peaked at $1.22M in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.