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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
2026
Q2 		$231K Buy
+727
New +$222K 0.02% 519
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Alliance's PSA Position: Q2 2026 in Review

Wealth Alliance opened a new position in Public Storage (PSA) in Q2 2026: 727 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #519 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in PSA as recently as Q3 2025.

Wealth Alliance first reported a position in PSA in Q2 2022 and has held it in 14 quarters since. The position peaked at $292K in Q1 2023. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Wealth Alliance held 727 shares of Public Storage worth $231K as of Q2 2026.
  • Public Storage was a new Wealth Alliance position in Q2 2026.
  • Public Storage made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #519 holding.
  • Wealth Alliance first reported a position in Public Storage in Q2 2022 and has held it in 14 quarters since.
  • Wealth Alliance's Public Storage position peaked at $292K in Q1 2023.
  • 1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.