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Yoder Wealth Management’s Public Storage PSA Stock Holding History

Yoder Wealth Management’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 		$334K Sell
1,049
-5
-0.5% -$1.53K 0.13% 94
2026
Q1 		$286K Buy
1,054
+81
+8% +$23.2K 0.13% 101
2025
Q4 		$252K Buy
973
+50
+5% +$14K 0.12% 104
2025
Q3 		$267K Buy
923
+63
+7% +$18.1K 0.13% 98
2025
Q2 		$252K Buy
860
+51
+6% +$15.1K 0.13% 98
2025
Q1 		$242K Buy
809
+5
+0.6% +$1.5K 0.14% 96
2024
Q4 		$241K Buy
804
+41
+5% +$13.6K 0.13% 94
2024
Q3 		$278K Buy
763
+36
+5% +$11.7K 0.17% 88
2024
Q2 		$209K Buy
727
+16
+2% +$4.41K 0.14% 100
2024
Q1 		$206K Buy
+711
New +$204K 0.13% 101

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 $3.37T AUM 44.26% 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

Yoder Wealth Management's PSA Position: Q2 2026 in Review

Yoder Wealth Management reduced its Public Storage (PSA) stake by 0.47% in Q2 2026, selling an estimated $1.53K and leaving 1,049 shares worth $334K. The position accounts for 0.13% of the portfolio, ranked #94.

Yoder Wealth Management first reported a position in PSA in Q1 2024 and has held it in 10 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Yoder Wealth Management held 1,049 shares of Public Storage worth $334K as of Q2 2026.
  • Yoder Wealth Management sold 5 Public Storage shares in Q2 2026, an estimated $1.53K.
  • Public Storage made up 0.13% of Yoder Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Yoder Wealth Management first reported a position in Public Storage in Q1 2024 and has held it in 10 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.