AssuredPartners Investment Advisors’s Public Storage PSA Stock Holding History

AssuredPartners Investment 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 Q1	$260K	Sell	927 -414	-31%	-$119K	0.03%	343
2025 Q4	$348K	Buy	1,341 +344	+35%	+$96.3K	0.05%	254
2025 Q3	$288K	Buy	+997	New	+$286K	0.06%	213
2025 Q2	–	Sell	-1,187	Closed	-$355K	–	308
2025 Q1	$355K	Sell	1,187 -142	-11%	-$42.5K	0.07%	247
2024 Q4	$398K	Buy	+1,329	New	+$441K	0.08%	230

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssuredPartners Investment Advisors's PSA Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Public Storage (PSA) stake by 31% in Q1 2026, selling an estimated $119K and leaving 927 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #343.

AssuredPartners Investment Advisors first reported a position in PSA in Q4 2024 and has held it in 5 quarters since. The position peaked at $398K in Q4 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

AssuredPartners Investment Advisors held 927 shares of Public Storage worth $260K as of Q1 2026.
AssuredPartners Investment Advisors sold 414 Public Storage shares in Q1 2026, an estimated $119K.
Public Storage made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #343 holding.
AssuredPartners Investment Advisors first reported a position in Public Storage in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Public Storage position peaked at $398K in Q4 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.