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Concurrent Investment Advisors’s Public Storage PSA Stock Holding History

Concurrent Investment 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
Q1 		$1.61M Sell
5,948
-634
-10% -$182K 0.02% 690
2025
Q4 		$1.71M Sell
6,582
-766
-10% -$214K 0.02% 627
2025
Q3 		$2.12M Buy
7,348
+535
+8% +$154K 0.04% 451
2025
Q2 		$2M Buy
6,813
+2,595
+62% +$768K 0.04% 432
2025
Q1 		$1.26M Buy
4,218
+2,935
+229% +$878K 0.03% 481
2024
Q4 		$384K Sell
1,283
-3,823
-75% -$1.27M 0.01% 751
2024
Q3 		$1.86M Buy
5,106
+836
+20% +$271K 0.05% 333
2024
Q2 		$1.23M Sell
4,270
-943
-18% -$260K 0.04% 386
2024
Q1 		$1.51M Buy
5,213
+243
+5% +$69.7K 0.06% 294
2023
Q4 		$1.52M Buy
+4,970
New +$1.32M 0.07% 270

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concurrent Investment Advisors's PSA Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Public Storage (PSA) stake by 9.6% in Q1 2026, selling an estimated $182K and leaving 5,948 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #690.

Concurrent Investment Advisors first reported a position in PSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.12M in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Concurrent Investment Advisors held 5,948 shares of Public Storage worth $1.61M as of Q1 2026.
  • Concurrent Investment Advisors sold 634 Public Storage shares in Q1 2026, an estimated $182K.
  • Public Storage made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #690 holding.
  • Concurrent Investment Advisors first reported a position in Public Storage in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Public Storage position peaked at $2.12M in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.