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Wealth Alliance’s Public Storage PSA Stock Holding History

Wealth Alliance’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
Q4 		– Sell
-718
Closed -$207K – 588
2025
Q3 		$207K Buy
718
+7
+1% +$2.01K 0.02% 525
2025
Q2 		$209K Buy
711
+3
+0.4% +$888 0.02% 515
2025
Q1 		$212K Buy
708
+5
+0.7% +$1.5K 0.03% 486
2024
Q4 		$211K Buy
703
+7
+1% +$2.32K 0.03% 469
2024
Q3 		$253K Buy
+696
New +$226K 0.03% 443
2024
Q2 		– Sell
-713
Closed -$207K – 543
2024
Q1 		$207K Sell
713
-128
-15% -$36.7K 0.03% 488
2023
Q4 		$256K Sell
841
-6
-0.7% -$1.59K 0.04% 428
2023
Q3 		$223K Buy
847
+43
+5% +$12.1K 0.04% 432
2023
Q2 		$235K Sell
804
-163
-17% -$47.5K 0.04% 443
2023
Q1 		$292K Buy
967
+161
+20% +$47.3K 0.05% 371
2022
Q4 		$226K Sell
806
-142
-15% -$41.4K 0.04% 433
2022
Q3 		$278K Buy
948
+126
+15% +$41K 0.05% 339
2022
Q2 		$257K Buy
+822
New +$285K 0.05% 364

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Alliance's PSA Position: Q4 2025 in Review

Wealth Alliance sold out of Public Storage (PSA) in Q4 2025, closing a stake of 718 shares — an estimated $207K sold.

Wealth Alliance first reported a position in PSA in Q2 2022 and held it in 13 quarters. The position peaked at $292K in Q1 2023. 1,106 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

  • Wealth Alliance reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance sold 718 Public Storage shares in Q4 2025, an estimated $207K.
  • Wealth Alliance first reported a position in Public Storage in Q2 2022 and held it in 13 quarters.
  • Wealth Alliance's Public Storage position peaked at $292K in Q1 2023.
  • 1,106 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.