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
2026 Q2	$10.9M	Buy	34,180 +335	+1%	+$102K	0.06%	283
2026 Q1	$9.17M	Sell	33,845 -359	-1%	-$103K	0.07%	279
2025 Q4	$8.88M	Sell	34,204 -732	-2%	-$205K	0.07%	267
2025 Q3	$10.1M	Buy	34,936 +643	+2%	+$185K	0.1%	200
2025 Q2	$10.1M	Buy	34,293 +1,258	+4%	+$372K	0.11%	190
2025 Q1	$9.89M	Buy	33,035 +625	+2%	+$187K	0.12%	184
2024 Q4	$9.7M	Buy	32,410 +353	+1%	+$117K	0.15%	144
2024 Q3	$11.7M	Buy	32,057 +4,152	+15%	+$1.35M	0.22%	99
2024 Q2	$8.03M	Buy	+27,905	New	+$7.69M	0.16%	136
2014 Q2	–	Sell	-169	Closed	-$28K	–	749
2014 Q1	$28K	Buy	+169	New	+$27.4K	0.01%	283

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waverly Advisors's PSA Position: Q2 2026 in Review

Waverly Advisors increased its Public Storage (PSA) stake by 0.99% in Q2 2026, buying an estimated $102K and bringing the position to 34,180 shares worth $10.9M. The position accounts for 0.06% of the portfolio, ranked #283.

Waverly Advisors first reported a position in PSA in Q1 2014 and has held it in 10 quarters since. The position peaked at $11.7M in Q3 2024. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Waverly Advisors held 34,180 shares of Public Storage worth $10.9M as of Q2 2026.
Waverly Advisors bought 335 Public Storage shares in Q2 2026, an estimated $102K.
Public Storage made up 0.06% of Waverly Advisors's portfolio in Q2 2026, its #283 holding.
Waverly Advisors first reported a position in Public Storage in Q1 2014 and has held it in 10 quarters since.
Waverly Advisors's Public Storage position peaked at $11.7M in Q3 2024.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.