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Badgley Phelps Wealth Managers’s Public Storage PSA Stock Holding History

Badgley Phelps Wealth Managers’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 		$209K Buy
+771
New +$221K ﹤0.01% 319
2025
Q3 		– Sell
-697
Closed -$205K – 300
2025
Q2 		$205K Buy
+697
New +$206K ﹤0.01% 291
2024
Q4 		– Sell
-664
Closed -$242K – 297
2024
Q3 		$242K Buy
+664
New +$216K 0.01% 268

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

Badgley Phelps Wealth Managers's PSA Position: Q1 2026 in Review

Badgley Phelps Wealth Managers opened a new position in Public Storage (PSA) in Q1 2026: 771 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Badgley Phelps Wealth Managers previously reported a position in PSA as recently as Q2 2025.

Badgley Phelps Wealth Managers first reported a position in PSA in Q3 2024 and has held it in 3 quarters since. The position peaked at $242K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Badgley Phelps Wealth Managers held 771 shares of Public Storage worth $209K as of Q1 2026.
  • Public Storage was a new Badgley Phelps Wealth Managers position in Q1 2026.
  • Public Storage made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #319 holding.
  • Badgley Phelps Wealth Managers first reported a position in Public Storage in Q3 2024 and has held it in 3 quarters since.
  • Badgley Phelps Wealth Managers's Public Storage position peaked at $242K in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.