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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
Q3 		$295K Sell
1,044
-5
-0.5% -$1.56K 0.11% 108
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

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Yoder Wealth Management's PSA Position: Q3 2026 in Review

Yoder Wealth Management reduced its Public Storage (PSA) stake by 0.48% in Q3 2026, selling an estimated $1.56K and leaving 1,044 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #108.

Yoder Wealth Management first reported a position in PSA in Q1 2024 and has held it in 11 quarters since. The position peaked at $334K in Q2 2026. 170 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Yoder Wealth Management held 1,044 shares of Public Storage worth $295K as of Q3 2026.
  • Yoder Wealth Management sold 5 Public Storage shares in Q3 2026, an estimated $1.56K.
  • Public Storage made up 0.11% of Yoder Wealth Management's portfolio in Q3 2026, its #108 holding.
  • Yoder Wealth Management first reported a position in Public Storage in Q1 2024 and has held it in 11 quarters since.
  • Yoder Wealth Management's Public Storage position peaked at $334K in Q2 2026.
  • 170 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.