CWM
PSA icon

Chesapeake Wealth Management’s Public Storage PSA Stock Holding History

Chesapeake 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
Q2 		$613K Sell
1,927
-28
-1% -$8.57K 0.17% 103
2026
Q1 		$530K Sell
1,955
-6
-0.3% -$1.72K 0.16% 105
2025
Q4 		$509K Sell
1,961
-7
-0.4% -$1.96K 0.15% 106
2025
Q3 		$568K Buy
1,968
+16
+0.8% +$4.59K 0.17% 104
2025
Q2 		$573K Buy
1,952
+372
+24% +$110K 0.19% 105
2025
Q1 		$473K Sell
1,580
-100
-6% -$29.9K 0.17% 110
2024
Q4 		$503K Buy
1,680
+142
+9% +$47.1K 0.17% 109
2024
Q3 		$560K Buy
1,538
+33
+2% +$10.7K 0.19% 100
2024
Q2 		$433K Buy
1,505
+111
+8% +$30.6K 0.16% 106
2024
Q1 		$404K Sell
1,394
-94
-6% -$26.9K 0.15% 114
2023
Q4 		$454K Buy
1,488
+90
+6% +$23.9K 0.18% 105
2023
Q3 		$368K Sell
1,398
-71
-5% -$19.9K 0.15% 113
2023
Q2 		$429K Buy
1,469
+57
+4% +$16.6K 0.17% 107
2023
Q1 		$427K Buy
1,412
+23
+2% +$6.76K 0.18% 107
2022
Q4 		$389K Buy
1,389
+378
+37% +$110K 0.17% 113
2022
Q3 		$296K Buy
1,011
+88
+10% +$28.6K 0.14% 137
2022
Q2 		$289K Buy
923
+147
+19% +$50.9K 0.12% 140
2022
Q1 		$303K Buy
776
+148
+24% +$53.7K 0.11% 153
2021
Q4 		$235K Buy
+628
New +$210K 0.08% 185

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Chesapeake Wealth Management's PSA Position: Q2 2026 in Review

Chesapeake Wealth Management reduced its Public Storage (PSA) stake by 1.4% in Q2 2026, selling an estimated $8.57K and leaving 1,927 shares worth $613K. The position accounts for 0.17% of the portfolio, ranked #103.

Chesapeake Wealth Management first reported a position in PSA in Q4 2021 and has held it in 19 quarters since. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Chesapeake Wealth Management held 1,927 shares of Public Storage worth $613K as of Q2 2026.
  • Chesapeake Wealth Management sold 28 Public Storage shares in Q2 2026, an estimated $8.57K.
  • Public Storage made up 0.17% of Chesapeake Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Chesapeake Wealth Management first reported a position in Public Storage in Q4 2021 and has held it in 19 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.