Skip to main content

Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

PSA holding history

Public Storage in every 13F filed by Atticus Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSA overviewAll 13F holders of PSAFull Q2 2026 holdings

Shares (Q2 2026)
856
Value
$272.6K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of PSA by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026856$272.6K0.1%+3+0.4%AddedHolders
Q1 2026853$231.0K0.1%−327−27.7%ReducedHolders
Q4 20251,180$306.1K0.1%−167−12.4%ReducedHolders
Q3 20251,347$389.0K0.1%+73+5.7%AddedHolders
Q2 20251,274$373.7K0.1%+134+11.8%AddedHolders
Q1 20251,140$341.3K0.1%+324+39.7%AddedHolders
Q4 2024816$244.2K0.1%+74+10.0%AddedHolders
Q3 2024742$270.0K0.1%+124+20.1%AddedHolders
Q2 2024618$177.9K0.1%+246+66.1%AddedHolders
Q1 2024372$107.8K<0.1%+366+6,100.0%AddedHolders
Q4 20236$1.83K<0.1%00.0%UnchangedHolders
Q3 20236$1.58K<0.1%−6−50.0%ReducedHolders
Q2 202312$3.50K<0.1%00.0%UnchangedHolders
Q1 202312$3.63K<0.1%00.0%UnchangedHolders
Q4 202212$3.36K<0.1%+12NewHolders