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Asset Planning Inc’s Public Storage PSA Stock Holding History

Asset Planning Inc’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
Q1 		$330K Buy
1,219
+13
+1% +$3.73K 0.23% 58
2025
Q4 		$313K Buy
1,206
+14
+1% +$3.92K 0.22% 64
2025
Q3 		$344K Buy
1,192
+112
+10% +$32.1K 0.25% 65
2025
Q2 		$317K Buy
1,080
+86
+9% +$25.5K 0.24% 65
2025
Q1 		$298K Buy
994
+10
+1% +$2.99K 0.23% 64
2024
Q4 		$295K Buy
+984
New +$327K 0.22% 65

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Asset Planning Inc's PSA Position: Q1 2026 in Review

Asset Planning Inc increased its Public Storage (PSA) stake by 1.1% in Q1 2026, buying an estimated $3.73K and bringing the position to 1,219 shares worth $330K. The position accounts for 0.23% of the portfolio, ranked #58.

Asset Planning Inc first reported a position in PSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $344K in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Asset Planning Inc held 1,219 shares of Public Storage worth $330K as of Q1 2026.
  • Asset Planning Inc bought 13 Public Storage shares in Q1 2026, an estimated $3.73K.
  • Public Storage made up 0.23% of Asset Planning Inc's portfolio in Q1 2026, its #58 holding.
  • Asset Planning Inc first reported a position in Public Storage in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Public Storage position peaked at $344K in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.