Wealthspire Advisors (New York)’s Public Storage PSA Stock Holding History

Wealthspire Advisors (New York)’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	$919K	Sell	3,393 -476	-12%	-$136K	0.01%	421
2025 Q4	$1M	Buy	3,869 +914	+31%	+$256K	0.01%	425
2025 Q3	$854K	Sell	2,955 -243	-8%	-$69.7K	﹤0.01%	420
2025 Q2	$938K	Buy	3,198 +1,752	+121%	+$519K	0.01%	401
2025 Q1	$433K	Buy	1,446 +585	+68%	+$175K	﹤0.01%	554
2024 Q4	$258K	Sell	861 -177	-17%	-$58.7K	﹤0.01%	678
2024 Q3	$378K	Sell	1,038 -78	-7%	-$25.3K	﹤0.01%	563
2024 Q2	$321K	Buy	1,116 +220	+25%	+$60.7K	﹤0.01%	524
2024 Q1	$260K	Sell	896 -104	-10%	-$29.8K	﹤0.01%	546
2023 Q4	$305K	Buy	+1,000	New	+$265K	﹤0.01%	520
2021 Q2	–	Sell	-1,383	Closed	-$341K	–	591
2021 Q1	$341K	Buy	1,383 +77	+6%	+$17.9K	0.01%	513
2020 Q4	$302K	Buy	+1,306	New	+$299K	0.01%	434
2020 Q2	–	Sell	-2,160	Closed	-$429K	–	465
2020 Q1	$429K	Buy	+2,160	New	+$463K	0.02%	320
2019 Q1	–	Sell	-93	Closed	-$19K	–	612
2018 Q4	$19K	Buy	+93	New	+$19K	﹤0.01%	354

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s PSA Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Public Storage (PSA) stake by 12% in Q1 2026, selling an estimated $136K and leaving 3,393 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #421.

Wealthspire Advisors (New York) first reported a position in PSA in Q4 2018 and has held it in 14 quarters since. The position peaked at $1M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Wealthspire Advisors (New York) held 3,393 shares of Public Storage worth $919K as of Q1 2026.
Wealthspire Advisors (New York) sold 476 Public Storage shares in Q1 2026, an estimated $136K.
Public Storage made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #421 holding.
Wealthspire Advisors (New York) first reported a position in Public Storage in Q4 2018 and has held it in 14 quarters since.
Wealthspire Advisors (New York)'s Public Storage position peaked at $1M in Q4 2025.
1,085 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.