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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waverly Advisors's PSA Position: Q1 2026 in Review

Waverly Advisors reduced its Public Storage (PSA) stake by 1% in Q1 2026, selling an estimated $103K and leaving 33,845 shares worth $9.17M. The position accounts for 0.07% of the portfolio, ranked #279.

Waverly Advisors first reported a position in PSA in Q1 2014 and has held it in 9 quarters since. The position peaked at $11.7M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Waverly Advisors held 33,845 shares of Public Storage worth $9.17M as of Q1 2026.
Waverly Advisors sold 359 Public Storage shares in Q1 2026, an estimated $103K.
Public Storage made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #279 holding.
Waverly Advisors first reported a position in Public Storage in Q1 2014 and has held it in 9 quarters since.
Waverly Advisors's Public Storage position peaked at $11.7M in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.