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Williams & Novak’s Public Storage PSA Stock Holding History

Williams & Novak’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 		– Sell
-913
Closed -$252K – 154
2026
Q1 		$252K Sell
913
-758
-45% -$217K 0.19% 96
2025
Q4 		$434K Buy
1,671
+347
+26% +$97.1K 0.33% 69
2025
Q3 		$382K Buy
1,324
+27
+2% +$7.75K 0.29% 77
2025
Q2 		$380K Buy
1,297
+377
+41% +$112K 0.32% 75
2025
Q1 		$275K Buy
+920
New +$275K 0.27% 85

Other funds holding PSA

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

Williams & Novak's PSA Position: Q2 2026 in Review

Williams & Novak sold out of Public Storage (PSA) in Q2 2026, closing a stake of 913 shares — an estimated $252K sold.

Williams & Novak first reported a position in PSA in Q1 2025 and held it in 5 quarters. The position peaked at $434K in Q4 2025. 237 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Williams & Novak reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
  • Williams & Novak sold 913 Public Storage shares in Q2 2026, an estimated $252K.
  • Williams & Novak first reported a position in Public Storage in Q1 2025 and held it in 5 quarters.
  • Williams & Novak's Public Storage position peaked at $434K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.