Creative Planning’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.08M | Buy |
26,146
+2,279
| +10% | +$653K | ﹤0.01% | 936 |
|
|
2025
Q4 | $6.19M | Sell |
23,867
-3,308
| -12% | -$926K | ﹤0.01% | 861 |
|
|
2025
Q3 | $7.85M | Buy |
27,175
+2,065
| +8% | +$593K | 0.01% | 662 |
|
|
2025
Q2 | $7.37M | Buy |
25,110
+1,068
| +4% | +$316K | 0.01% | 617 |
|
|
2025
Q1 | $7.2M | Buy |
24,042
+1,474
| +7% | +$441K | 0.01% | 591 |
|
|
2024
Q4 | $6.76M | Buy |
22,568
+583
| +3% | +$193K | 0.01% | 568 |
|
|
2024
Q3 | $8M | Buy |
21,985
+2,550
| +13% | +$828K | 0.01% | 508 |
|
|
2024
Q2 | $5.59M | Sell |
19,435
-292
| -1% | -$80.5K | 0.01% | 570 |
|
|
2024
Q1 | $5.72M | Buy |
19,727
+5,806
| +42% | +$1.66M | 0.01% | 567 |
|
|
2023
Q4 | $4.25M | Sell |
13,921
-435
| -3% | -$115K | 0.01% | 609 |
|
|
2023
Q3 | $3.78M | Buy |
14,356
+830
| +6% | +$233K | 0.01% | 613 |
|
|
2023
Q2 | $3.95M | Sell |
13,526
-1,559
| -10% | -$454K | 0.01% | 588 |
|
|
2023
Q1 | $4.56M | Buy |
15,085
+1,845
| +14% | +$543K | 0.01% | 530 |
|
|
2022
Q4 | $3.71M | Sell |
13,240
-693
| -5% | -$202K | 0.01% | 551 |
|
|
2022
Q3 | $4.08M | Buy |
13,933
+2,499
| +22% | +$813K | 0.01% | 485 |
|
|
2022
Q2 | $3.58M | Buy |
11,434
+2,626
| +30% | +$909K | 0.01% | 544 |
|
|
2022
Q1 | $3.44M | Buy |
8,808
+25
| +0.3% | +$9.07K | 0.01% | 552 |
|
|
2021
Q4 | $3.29M | Buy |
8,783
+191
| +2% | +$63.8K | 0.01% | 535 |
|
|
2021
Q3 | $2.55M | Sell |
8,592
-189
| -2% | -$59.3K | ﹤0.01% | 611 |
|
|
2021
Q2 | $2.64M | Sell |
8,781
-466
| -5% | -$131K | ﹤0.01% | 578 |
|
|
2021
Q1 | $2.28M | Buy |
9,247
+1
| +0% | +$233 | ﹤0.01% | 666 |
|
|
2020
Q4 | $2.13M | Buy |
9,246
+149
| +2% | +$34.2K | ﹤0.01% | 648 |
|
|
2020
Q3 | $2.03M | Buy |
9,097
+811
| +10% | +$166K | 0.01% | 558 |
|
|
2020
Q2 | $1.59M | Sell |
8,286
-973
| -11% | -$188K | ﹤0.01% | 579 |
|
|
2020
Q1 | $1.84M | Buy |
9,259
+38
| +0.4% | +$8.14K | 0.01% | 457 |
|
|
2019
Q4 | $1.96M | Sell |
9,221
-147
| -2% | -$32.6K | 0.01% | 524 |
|
|
2019
Q3 | $2.3M | Buy |
9,368
+254
| +3% | +$63.8K | 0.01% | 455 |
|
|
2019
Q2 | $2.17M | Buy |
9,114
+433
| +5% | +$99.3K | 0.01% | 471 |
|
|
2019
Q1 | $1.89M | Sell |
8,681
-414
| -5% | -$86.6K | 0.01% | 482 |
|
|
2018
Q4 | $1.84M | Buy |
9,095
+395
| +5% | +$80.6K | 0.01% | 440 |
|
|
2018
Q3 | $1.75M | Buy |
8,700
+1,193
| +16% | +$257K | 0.01% | 520 |
|
|
2018
Q2 | $1.7M | Buy |
7,507
+762
| +11% | +$159K | 0.01% | 514 |
|
|
2018
Q1 | $1.35M | Sell |
6,745
-70
| -1% | -$13.6K | 0.01% | 585 |
|
|
2017
Q4 | $1.42M | Sell |
6,815
-129
| -2% | -$27.3K | 0.01% | 563 |
|
|
2017
Q3 | $1.49M | Sell |
6,944
-2,177
| -24% | -$450K | 0.01% | 553 |
|
|
2017
Q2 | $1.9M | Buy |
9,121
+22
| +0.2% | +$4.73K | 0.01% | 449 |
|
|
2017
Q1 | $1.99M | Buy |
9,099
+25
| +0.3% | +$5.54K | 0.01% | 427 |
|
|
2016
Q4 | $2.03M | Sell |
9,074
-340
| -4% | -$72.3K | 0.01% | 399 |
|
|
2016
Q3 | $2.1M | Sell |
9,414
-3,757
| -29% | -$877K | 0.01% | 367 |
|
|
2016
Q2 | $3.37M | Buy |
13,171
+1,215
| +10% | +$312K | 0.02% | 229 |
|
|
2016
Q1 | $3.3M | Buy |
11,956
+2,538
| +27% | +$640K | 0.03% | 218 |
|
|
2015
Q4 | $2.33M | Buy |
9,418
+3,252
| +53% | +$761K | 0.02% | 278 |
|
|
2015
Q3 | $1.3M | Buy |
+6,166
| New | +$1.26M | 0.01% | 407 |
|
|
2015
Q2 | – | Sell |
-4,899
| Closed | -$966K | – | 2516 |
|
|
2015
Q1 | $966K | Buy |
4,899
+75
| +2% | +$14.9K | 0.01% | 476 |
|
|
2014
Q4 | $892K | Buy |
4,824
+549
| +13% | +$99.4K | 0.01% | 489 |
|
|
2014
Q3 | $709K | Buy |
4,275
+665
| +18% | +$114K | 0.01% | 536 |
|
|
2014
Q2 | $619K | Buy |
3,610
+1,060
| +42% | +$182K | 0.01% | 559 |
|
|
2014
Q1 | $430K | Buy |
2,550
+1,205
| +90% | +$195K | 0.01% | 691 |
|
|
2013
Q4 | $203K | Sell |
1,345
-355
| -21% | -$56.7K | ﹤0.01% | 856 |
|
|
2013
Q3 | $273K | Buy |
1,700
+710
| +72% | +$112K | 0.01% | 649 |
|
|
2013
Q2 | $152K | Buy |
+990
| New | +$156K | ﹤0.01% | 771 |
|
Other funds holding PSA
VPM
VCM
Creative Planning's PSA Position: Q1 2026 in Review
Creative Planning increased its Public Storage (PSA) stake by 9.5% in Q1 2026, buying an estimated $653K and bringing the position to 26,146 shares worth $7.08M. The position accounts for ﹤0.01% of the portfolio, ranked #936.
Creative Planning first reported a position in PSA in Q2 2013 and has held it in 51 quarters since. The position peaked at $8M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.
- Creative Planning held 26,146 shares of Public Storage worth $7.08M as of Q1 2026.
- Creative Planning bought 2,279 Public Storage shares in Q1 2026, an estimated $653K.
- Public Storage made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #936 holding.
- Creative Planning first reported a position in Public Storage in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's Public Storage position peaked at $8M in Q3 2024.
- 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.