Ballast Advisors’s Public Storage PSA Stock Holding History

Ballast 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	$4.61K	Buy	+17	New	+$4.88K	﹤0.01%	339

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

Ballast Advisors's PSA Position: Q1 2026 in Review

Ballast Advisors opened a new position in Public Storage (PSA) in Q1 2026: 17 shares worth $4.61K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings.

1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Ballast Advisors held 17 shares of Public Storage worth $4.61K as of Q1 2026.
Public Storage was a new Ballast Advisors position in Q1 2026.
Public Storage made up ﹤0.01% of Ballast Advisors's portfolio in Q1 2026, its #339 holding.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.