Center for Financial Planning’s Public Storage PSA Stock Holding History

Center for Financial Planning’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 Q2	$218K	Sell	686 -50	-7%	-$15.3K	0.02%	168
2026 Q1	$199K	Hold	736	–	–	0.02%	173
2025 Q4	$191K	Buy	736 +100	+16%	+$28K	0.02%	175
2025 Q3	$184K	Hold	636	–	–	0.02%	175
2025 Q2	$187K	Hold	636	–	–	0.02%	171
2025 Q1	$190K	Sell	636 -100	-14%	-$29.9K	0.02%	157
2024 Q4	$220K	Hold	736	–	–	0.03%	148
2024 Q3	$268K	Hold	736	–	–	0.04%	131
2024 Q2	$212K	Buy	736 +100	+16%	+$27.6K	0.03%	141
2024 Q1	$184K	Hold	636	–	–	0.03%	155
2023 Q4	$194K	Hold	636	–	–	0.04%	142
2023 Q3	$168K	Hold	636	–	–	0.04%	141
2023 Q2	$186K	Hold	636	–	–	0.04%	137
2023 Q1	$192K	Hold	636	–	–	0.04%	131
2022 Q4	$178K	Hold	636	–	–	0.04%	137
2022 Q3	$186K	Hold	636	–	–	0.05%	127
2022 Q2	$199K	Hold	636	–	–	0.05%	123
2022 Q1	$248K	Hold	636	–	–	0.05%	121
2021 Q4	$238K	Hold	636	–	–	0.05%	122
2021 Q3	$189K	Hold	636	–	–	0.05%	129
2021 Q2	$191K	Hold	636	–	–	0.05%	131
2021 Q1	$157K	Hold	636	–	–	0.04%	141
2020 Q4	$147K	Sell	636 -105	-14%	-$24.1K	0.04%	133
2020 Q3	$165K	Hold	741	–	–	0.05%	124
2020 Q2	$142K	Hold	741	–	–	0.05%	127
2020 Q1	$147K	Buy	741 +211	+40%	+$45.2K	0.05%	119
2019 Q4	$113K	Buy	+530	New	+$118K	0.03%	133

Other funds holding PSA

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Center for Financial Planning's PSA Position: Q2 2026 in Review

Center for Financial Planning reduced its Public Storage (PSA) stake by 6.8% in Q2 2026, selling an estimated $15.3K and leaving 686 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #168.

Center for Financial Planning first reported a position in PSA in Q4 2019 and has held it in 27 quarters since. The position peaked at $268K in Q3 2024. 290 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Center for Financial Planning held 686 shares of Public Storage worth $218K as of Q2 2026.
Center for Financial Planning sold 50 Public Storage shares in Q2 2026, an estimated $15.3K.
Public Storage made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #168 holding.
Center for Financial Planning first reported a position in Public Storage in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Public Storage position peaked at $268K in Q3 2024.
290 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.