Whipplewood Advisors’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3
Closed -$813 947
2026
Q1
$813 Buy
+3
New +$860 ﹤0.01% 927
2025
Q3
Sell
-3
Closed -$880 949
2025
Q2
$880 Sell
3
-166
-98% -$49.1K ﹤0.01% 1037
2025
Q1
$5.09K Buy
169
+132
+357% +$39.5K ﹤0.01% 696
2024
Q4
$11.1K Buy
+37
New +$12.3K 0.01% 541

Other funds holding PSA

Whipplewood Advisors's PSA Position: Q2 2026 in Review

Whipplewood Advisors sold out of Public Storage (PSA) in Q2 2026, closing a stake of 3 shares — an estimated $813 sold.

Whipplewood Advisors first reported a position in PSA in Q4 2024 and held it in 4 quarters. The position peaked at $11.1K in Q4 2024. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Whipplewood Advisors reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 3 Public Storage shares in Q2 2026, an estimated $813.
  • Whipplewood Advisors first reported a position in Public Storage in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Public Storage position peaked at $11.1K in Q4 2024.
  • 1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.