Cornerstone Planning Group
PSA icon

Cornerstone Planning Group’s Public Storage PSA Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-118
Closed -$36.8K – 1292
2026
Q2 		$36.8K Sell
118
-2
-2% -$612 ﹤0.01% 479
2026
Q1 		$35.7K Buy
120
+21
+21% +$6.02K ﹤0.01% 490
2025
Q4 		$27K Sell
99
-11,673
-99% -$3.27M ﹤0.01% 512
2025
Q3 		$951K Buy
11,772
+11,694
+14,992% +$3.36M 0.15% 63
2025
Q2 		$21.9K Buy
78
+1
+1% +$296 ﹤0.01% 402
2025
Q1 		$22.7K Buy
77
+58
+305% +$17.3K 0.01% 382
2024
Q4 		$5.65K Buy
19
+4
+27% +$1.33K ﹤0.01% 553
2024
Q3 		$4.97K Buy
15
+2
+15% +$649 ﹤0.01% 572
2024
Q2 		$3.95K Buy
13
+1
+8% +$276 ﹤0.01% 624
2024
Q1 		$3.19K Buy
12
+3
+33% +$860 ﹤0.01% 591
2023
Q4 		$2.74K Sell
9
-2
-18% -$531 ﹤0.01% 588
2023
Q3 		$2.9K Hold
11
– – ﹤0.01% 600
2023
Q2 		$3.21K Buy
+11
New +$3.21K ﹤0.01% 1043

Other funds holding PSA

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cornerstone Planning Group's PSA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Public Storage (PSA) in Q3 2026, closing a stake of 118 shares — an estimated $36.8K sold.

Cornerstone Planning Group first reported a position in PSA in Q2 2023 and held it in 13 quarters. The position peaked at $951K in Q3 2025. 265 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Public Storage position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 118 Public Storage shares in Q3 2026, an estimated $36.8K.
  • Cornerstone Planning Group first reported a position in Public Storage in Q2 2023 and held it in 13 quarters.
  • Cornerstone Planning Group's Public Storage position peaked at $951K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.