Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Public Storage PSA Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.09M Sell
28,352
-48,749
-63% -$14.9M 0.02% 709
2026
Q1 		$21.3M Sell
77,101
-14,697
-16% -$4.21M 0.04% 372
2025
Q4 		$24.8M Sell
91,798
-69,412
-43% -$19.4M 0.03% 418
2025
Q3 		$47.3M Buy
161,210
+83,995
+109% +$24.1M 0.07% 244
2025
Q2 		$22.9M Buy
77,215
+32,979
+75% +$9.76M 0.04% 383
2025
Q1 		$13.2M Buy
44,236
+4,746
+12% +$1.42M 0.03% 510
2024
Q4 		$11.8M Sell
39,490
-37,364
-49% -$12.4M 0.02% 509
2024
Q3 		$28M Sell
76,854
-21,883
-22% -$7.1M 0.06% 293
2024
Q2 		$28.4M Buy
98,737
+7,632
+8% +$2.1M 0.07% 270
2024
Q1 		$26.4M Buy
91,105
+33,797
+59% +$9.69M 0.07% 269
2023
Q4 		$17.5M Buy
57,308
+5,096
+10% +$1.35M 0.05% 329
2023
Q3 		$13.8M Buy
52,212
+16,022
+44% +$4.49M 0.05% 343
2023
Q2 		$10.6M Buy
36,190
+11,216
+45% +$3.27M 0.11% 89
2023
Q1 		$7.55M Buy
24,974
+1,030
+4% +$303K 0.09% 105
2022
Q4 		$7.16M Sell
23,944
-10,371
-30% -$3.02M 0.09% 100
2022
Q3 		$9.73M Buy
34,315
+23,762
+225% +$7.73M 0.14% 82
2022
Q2 		$3.33M Sell
10,553
-11,463
-52% -$3.97M 0.05% 165
2022
Q1 		$8.68M Buy
22,016
+1,011
+5% +$367K 0.12% 90
2021
Q4 		$7.45M Buy
+21,005
New +$7.02M 0.11% 90
2019
Q4 		– Sell
-8,661
Closed -$2.13M – 232
2019
Q3 		$2.13M Buy
+8,661
New +$2.17M 0.09% 94

Other funds holding PSA

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's PSA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Public Storage (PSA) stake by 63% in Q2 2026, selling an estimated $14.9M and leaving 28,352 shares worth $9.09M. The position accounts for 0.02% of the portfolio, ranked #709.

Wealth Enhancement Advisory Services first reported a position in PSA in Q3 2019 and has held it in 20 quarters since. The position peaked at $47.3M in Q3 2025. 161 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,352 shares of Public Storage worth $9.09M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 48,749 Public Storage shares in Q2 2026, an estimated $14.9M.
  • Public Storage made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #709 holding.
  • Wealth Enhancement Advisory Services first reported a position in Public Storage in Q3 2019 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's Public Storage position peaked at $47.3M in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.