Wilkerson Advisory Group’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
$26.1K Buy
82
+22
+37% +$6.73K 0.01% 299
2026
Q1
$16.3K Buy
60
+35
+140% +$10K 0.01% 329
2025
Q4
$6.49K Buy
+25
New +$7K ﹤0.01% 406

Other funds holding PSA

Wilkerson Advisory Group's PSA Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Public Storage (PSA) stake by 37% in Q2 2026, buying an estimated $6.73K and bringing the position to 82 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #299.

Wilkerson Advisory Group first reported a position in PSA in Q4 2025 and has held it in 3 quarters since. 1,119 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Wilkerson Advisory Group held 82 shares of Public Storage worth $26.1K as of Q2 2026.
  • Wilkerson Advisory Group bought 22 Public Storage shares in Q2 2026, an estimated $6.73K.
  • Public Storage made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #299 holding.
  • Wilkerson Advisory Group first reported a position in Public Storage in Q4 2025 and has held it in 3 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.