Blodgett Wealth Advisors’s Public Storage PSA Stock Holding History

Blodgett Wealth 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 Q3	–	Sell	-1,300	Closed	-$414K	–	72
2026 Q2	$414K	Hold	1,300	–	–	0.28%	50
2026 Q1	$352K	Hold	1,300	–	–	0.28%	43
2025 Q4	$337K	Hold	1,300	–	–	0.24%	47
2025 Q3	$376K	Hold	1,300	–	–	0.26%	41
2025 Q2	$381K	Hold	1,300	–	–	0.3%	42
2025 Q1	$389K	Hold	1,300	–	–	0.33%	39
2024 Q4	$389K	Hold	1,300	–	–	0.31%	39
2024 Q3	$473K	Hold	1,300	–	–	0.4%	34
2024 Q2	$374K	Hold	1,300	–	–	0.32%	40
2024 Q1	$377K	Hold	1,300	–	–	0.34%	38
2023 Q4	$396K	Hold	1,300	–	–	0.4%	37
2023 Q3	$343K	Hold	1,300	–	–	0.38%	42
2023 Q2	$379K	Hold	1,300	–	–	0.39%	41
2023 Q1	$393K	Hold	1,300	–	–	0.45%	39
2022 Q4	$364K	Hold	1,300	–	–	0.44%	42
2022 Q3	$381K	Hold	1,300	–	–	0.46%	41
2022 Q2	$406K	Hold	1,300	–	–	0.44%	42
2022 Q1	$507K	Hold	1,300	–	–	0.42%	43
2021 Q4	$487K	Buy	+1,300	New	+$434K	0.38%	52

Other funds holding PSA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Blodgett Wealth Advisors's PSA Position: Q3 2026 in Review

Blodgett Wealth Advisors sold out of Public Storage (PSA) in Q3 2026, closing a stake of 1,300 shares — an estimated $414K sold.

Blodgett Wealth Advisors first reported a position in PSA in Q4 2021 and held it in 19 quarters. The position peaked at $507K in Q1 2022. 706 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Blodgett Wealth Advisors reported no remaining Public Storage position as of Q3 2026 after selling out during the quarter.
Blodgett Wealth Advisors sold 1,300 Public Storage shares in Q3 2026, an estimated $414K.
Blodgett Wealth Advisors first reported a position in Public Storage in Q4 2021 and held it in 19 quarters.
Blodgett Wealth Advisors's Public Storage position peaked at $507K in Q1 2022.
706 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.