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Bridge Generations Wealth Management’s Public Storage PSA Stock Holding History

Bridge Generations Wealth Management’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 		– Sell
-188
Closed -$48.8K – 100
2025
Q4 		$48.8K Hold
188
– – 0.03% 44
2025
Q3 		$54.3K Hold
188
– – 0.04% 45
2025
Q2 		$55.2K Hold
188
– – 0.03% 43
2025
Q1 		$56.3K Hold
188
– – 0.04% 43
2024
Q4 		$56.3K Buy
+188
New +$62.4K 0.04% 34

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bridge Generations Wealth Management's PSA Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Public Storage (PSA) in Q1 2026, closing a stake of 188 shares — an estimated $48.8K sold.

Bridge Generations Wealth Management first reported a position in PSA in Q4 2024 and held it in 5 quarters. The position peaked at $56.3K in Q4 2024. 1,090 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 188 Public Storage shares in Q1 2026, an estimated $48.8K.
  • Bridge Generations Wealth Management first reported a position in Public Storage in Q4 2024 and held it in 5 quarters.
  • Bridge Generations Wealth Management's Public Storage position peaked at $56.3K in Q4 2024.
  • 1,090 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.