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Wingate Wealth Advisors’s Public Storage PSA Stock Holding History

Wingate Wealth Advisors’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 		$202K Buy
+636
New +$195K 0.09% 126
2025
Q1 		– Sell
-636
Closed -$190K – 333
2024
Q4 		$190K Buy
+636
New +$211K 0.19% 100

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wingate Wealth Advisors's PSA Position: Q2 2026 in Review

Wingate Wealth Advisors opened a new position in Public Storage (PSA) in Q2 2026: 636 shares worth $202K. The stake represents 0.09% of the portfolio and ranks #126 among its holdings. This is a return to the name: Wingate Wealth Advisors previously reported a position in PSA as recently as Q4 2024.

Wingate Wealth Advisors first reported a position in PSA in Q4 2024 and has held it in 2 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Wingate Wealth Advisors held 636 shares of Public Storage worth $202K as of Q2 2026.
  • Public Storage was a new Wingate Wealth Advisors position in Q2 2026.
  • Public Storage made up 0.09% of Wingate Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Wingate Wealth Advisors first reported a position in Public Storage in Q4 2024 and has held it in 2 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.