Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Public Storage PSA Stock Holding History

Carson Wealth (CWM LLC)’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 		$4.47M Sell
16,511
-3,551
-18% -$1.02M 0.01% 858
2025
Q4 		$5.21M Sell
20,062
-36,348
-64% -$10.2M 0.01% 754
2025
Q3 		$16.3M Sell
56,410
-42,270
-43% -$12.1M 0.05% 329
2025
Q2 		$29M Buy
98,680
+13,598
+16% +$4.03M 0.1% 171
2025
Q1 		$25.5M Sell
85,082
-1,612
-2% -$482K 0.1% 182
2024
Q4 		$26M Sell
86,694
-3,186
-4% -$1.06M 0.11% 168
2024
Q3 		$32.7M Sell
89,880
-3,046
-3% -$989K 0.14% 134
2024
Q2 		$26.7M Sell
92,926
-896
-1% -$247K 0.13% 151
2024
Q1 		$27.2M Sell
93,822
-4,046
-4% -$1.16M 0.13% 154
2023
Q4 		$29.9M Sell
97,868
-6,859
-7% -$1.82M 0.16% 129
2023
Q3 		$27.6M Sell
104,727
-5,009
-5% -$1.4M 0.17% 120
2023
Q2 		$32M Sell
109,736
-6,457
-6% -$1.88M 0.2% 95
2023
Q1 		$35.1M Buy
116,193
+12,416
+12% +$3.65M 0.24% 85
2022
Q4 		$29.1M Buy
103,777
+4,099
+4% +$1.2M 0.21% 99
2022
Q3 		$29.2M Buy
99,678
+3,330
+3% +$1.08M 0.23% 90
2022
Q2 		$30.1M Buy
96,348
+3,351
+4% +$1.16M 0.23% 88
2022
Q1 		$36.3M Sell
92,997
-988
-1% -$359K 0.26% 67
2021
Q4 		$35.2M Buy
+93,985
New +$31.4M 0.25% 73
2021
Q2 		$28.1M Hold
93,384
– – 0.22% 85
2021
Q1 		$28.1M Hold
93,384
– – 0.22% 85
2020
Q4 		$28.1M Hold
93,384
– – 0.22% 85
2020
Q3 		$28.1M Hold
93,384
– – 0.22% 85
2020
Q2 		$28.1M Hold
93,384
– – 0.22% 85
2020
Q1 		$28.1M Hold
93,384
– – 0.22% 85
2019
Q4 		$28.1M Hold
93,384
– – 0.22% 85
2019
Q3 		$28.1M Hold
93,384
– – 0.22% 85
2019
Q2 		$28.1M Hold
93,384
– – 0.22% 85
2019
Q1 		$28.1M Sell
93,384
-24,473
-21% -$5.12M 0.22% 85
2018
Q4 		$23.9M Buy
117,857
+40,263
+52% +$8.22M 0.6% 35
2018
Q3 		$15.6M Sell
77,594
-1,772
-2% -$382K 0.4% 65
2018
Q2 		$18M Sell
79,366
-5,192
-6% -$1.08M 0.59% 45
2018
Q1 		$16.9M Buy
84,558
+84,007
+15,246% +$16.4M 0.67% 41
2017
Q4 		$115K Sell
551
-7
-1% -$1.48K 0.01% 411
2017
Q3 		$119K Buy
558
+94
+20% +$19.4K 0.01% 394
2017
Q2 		$97K Hold
464
– – 0.01% 387
2017
Q1 		$102K Sell
464
-11
-2% -$2.44K 0.01% 363
2016
Q4 		$106K Buy
475
+75
+19% +$16K 0.01% 342
2016
Q3 		$89K Buy
400
+300
+300% +$70.1K 0.01% 351
2016
Q2 		$26K Hold
100
– – ﹤0.01% 439
2016
Q1 		$28K Buy
+100
New +$25.2K ﹤0.01% 407
2014
Q1 		– Sell
-426
Closed -$64K – 408
2013
Q4 		$64K Hold
426
– – 0.01% 240
2013
Q3 		$68K Buy
+426
New +$67.5K 0.02% 168

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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 $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 $1.88T 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 $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Public Storage (PSA) stake by 18% in Q1 2026, selling an estimated $1.02M and leaving 16,511 shares worth $4.47M. The position accounts for 0.01% of the portfolio, ranked #858.

Carson Wealth (CWM LLC) first reported a position in PSA in Q3 2013 and has held it in 42 quarters since. The position peaked at $36.3M in Q1 2022. 1,089 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,511 shares of Public Storage worth $4.47M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,551 Public Storage shares in Q1 2026, an estimated $1.02M.
  • Public Storage made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #858 holding.
  • Carson Wealth (CWM LLC) first reported a position in Public Storage in Q3 2013 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s Public Storage position peaked at $36.3M in Q1 2022.
  • 1,089 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.