Waverly Advisors’s Public Storage PSA Stock Holding History

Waverly 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
2025 Q2	$10.1M	Buy
2025 Q1	$9.89M	Buy
2024 Q4	$9.7M	Buy
2024 Q3	$11.7M	Buy
2024 Q2	$8.03M	Buy
2014 Q2	–	Sell
2014 Q1	$28K	Buy