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Berger Financial Group’s Public Storage PSA Stock Holding History

Berger Financial Group’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 		$289K Sell
1,068
-174
-14% -$49.9K 0.02% 378
2025
Q4 		$322K Sell
1,242
-74
-6% -$20.7K 0.02% 358
2025
Q3 		$380K Sell
1,316
-81
-6% -$23.2K 0.02% 316
2025
Q2 		$410K Sell
1,397
-30
-2% -$8.88K 0.03% 292
2025
Q1 		$427K Sell
1,427
-149
-9% -$44.6K 0.03% 279
2024
Q4 		$472K Sell
1,576
-66
-4% -$21.9K 0.03% 262
2024
Q3 		$597K Sell
1,642
-31
-2% -$10.1K 0.04% 216
2024
Q2 		$481K Sell
1,673
-101
-6% -$27.9K 0.04% 220
2024
Q1 		$514K Sell
1,774
-179
-9% -$51.3K 0.04% 202
2023
Q4 		$596K Sell
1,953
-94
-5% -$24.9K 0.06% 152
2023
Q3 		$539K Sell
2,047
-86
-4% -$24.1K 0.06% 154
2023
Q2 		$623K Buy
2,133
+2
+0.1% +$583 0.07% 143
2023
Q1 		$644K Sell
2,131
-8
-0.4% -$2.35K 0.08% 133
2022
Q4 		$599K Sell
2,139
-153
-7% -$44.6K 0.08% 137
2022
Q3 		$671K Buy
2,292
+137
+6% +$44.6K 0.1% 121
2022
Q2 		$674K Sell
2,155
-158
-7% -$54.7K 0.1% 114
2022
Q1 		$903K Buy
2,313
+87
+4% +$31.6K 0.11% 106
2021
Q4 		$834K Buy
+2,226
New +$744K 0.11% 116

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

Berger Financial Group's PSA Position: Q1 2026 in Review

Berger Financial Group reduced its Public Storage (PSA) stake by 14% in Q1 2026, selling an estimated $49.9K and leaving 1,068 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #378.

Berger Financial Group first reported a position in PSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $903K in Q1 2022. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Berger Financial Group held 1,068 shares of Public Storage worth $289K as of Q1 2026.
  • Berger Financial Group sold 174 Public Storage shares in Q1 2026, an estimated $49.9K.
  • Public Storage made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #378 holding.
  • Berger Financial Group first reported a position in Public Storage in Q4 2021 and has held it in 18 quarters since.
  • Berger Financial Group's Public Storage position peaked at $903K in Q1 2022.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.