Creative Financial Designs’s Public Storage PSA Stock Holding History

Creative Financial Designs’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	$1.55M	Buy	5,725 +213	+4%	+$61.1K	0.09%	176
2025 Q4	$1.43M	Buy	5,512 +101	+2%	+$28.3K	0.09%	186
2025 Q3	$1.56M	Buy	5,411 +906	+20%	+$260K	0.11%	170
2025 Q2	$1.32M	Buy	4,505 +3,920	+670%	+$1.16M	0.1%	182
2025 Q1	$175K	Buy	585 +10	+2%	+$2.99K	0.01%	480
2024 Q4	$172K	Hold	575	–	–	0.01%	478
2024 Q3	$209K	Hold	575	–	–	0.02%	437
2024 Q2	$165K	Hold	575	–	–	0.01%	474
2024 Q1	$167K	Hold	575	–	–	0.02%	463
2023 Q4	$175K	Hold	575	–	–	0.02%	414
2023 Q3	$152K	Hold	575	–	–	0.02%	401
2023 Q2	$168K	Buy	575 +10	+2%	+$2.91K	0.02%	373
2023 Q1	$171K	Hold	565	–	–	0.02%	358
2022 Q4	$158K	Sell	565 -20	-3%	-$5.83K	0.02%	357
2022 Q3	$171K	Hold	585	–	–	0.03%	322
2022 Q2	$183K	Sell	585 -4	-0.7%	-$1.39K	0.03%	308
2022 Q1	$230K	Sell	589 -3,916	-87%	-$1.42M	0.04%	274
2021 Q4	$1.69M	Sell	4,505 -56	-1%	-$18.7K	0.25%	87
2021 Q3	$1.35M	Sell	4,561 -840	-16%	-$264K	0.22%	94
2021 Q2	$1.62M	Sell	5,401 -3,222	-37%	-$904K	0.28%	76
2021 Q1	$2.13M	Sell	8,623 -10	-0.1%	-$2.33K	0.42%	52
2020 Q4	$1.99M	Sell	8,633 -849	-9%	-$195K	0.43%	46
2020 Q3	$2.11M	Buy	9,482 +198	+2%	+$40.5K	0.52%	42
2020 Q2	$1.78M	Buy	9,284 +468	+5%	+$90.3K	0.54%	33
2020 Q1	$1.75M	Sell	8,816 -387	-4%	-$82.9K	0.9%	22
2019 Q4	$1.95M	Buy	9,203 +8,753	+1,945%	+$1.94M	0.87%	34
2019 Q3	$109K	Buy	450 +2	+0.4%	+$502	0.06%	173
2019 Q2	$110K	Buy	448 +2	+0.4%	+$459	0.06%	169
2019 Q1	$97K	Buy	446 +160	+56%	+$33.5K	0.06%	169
2018 Q4	$58K	Sell	286 -3	-1%	-$612	0.04%	177
2018 Q3	$58K	Sell	289 -154	-35%	-$33.2K	0.03%	206
2018 Q2	$101K	Buy	443 +2	+0.5%	+$416	0.06%	177
2018 Q1	$88K	Buy	441 +3	+0.7%	+$584	0.06%	177
2017 Q4	$92K	Buy	438 +2	+0.5%	+$423	0.06%	175
2017 Q3	$93K	Buy	436 +273	+167%	+$56.4K	0.05%	191
2017 Q2	$34K	Hold	163	–	–	0.02%	270
2017 Q1	$36K	Hold	163	–	–	0.03%	260
2016 Q4	$36K	Buy	+163	New	+$34.7K	0.03%	257

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Financial Designs's PSA Position: Q1 2026 in Review

Creative Financial Designs increased its Public Storage (PSA) stake by 3.9% in Q1 2026, buying an estimated $61.1K and bringing the position to 5,725 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #176.

Creative Financial Designs first reported a position in PSA in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.13M in Q1 2021. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Creative Financial Designs held 5,725 shares of Public Storage worth $1.55M as of Q1 2026.
Creative Financial Designs bought 213 Public Storage shares in Q1 2026, an estimated $61.1K.
Public Storage made up 0.09% of Creative Financial Designs's portfolio in Q1 2026, its #176 holding.
Creative Financial Designs first reported a position in Public Storage in Q4 2016 and has held it in 38 quarters since.
Creative Financial Designs's Public Storage position peaked at $2.13M in Q1 2021.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.