Creative Planning’s Public Storage PSA Stock Holding History

Creative Planning’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
2020 Q1	–	Sell	-2,000	Closed	-$1K	–	2038
2019 Q4	$1K	Buy	+2,000	New	+$444K	﹤0.01%	1976

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning's PSA Position: Q2 2026 in Review

Creative Planning increased its Public Storage (PSA) stake by 17% in Q2 2026, buying an estimated $1.32M and bringing the position to 30,471 shares worth $9.7M. The position accounts for 0.01% of the portfolio, ranked #911.

Creative Planning first reported a position in PSA in Q2 2013 and has held it in 52 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Creative Planning held 30,471 shares of Public Storage worth $9.7M as of Q2 2026.
Creative Planning bought 4,325 Public Storage shares in Q2 2026, an estimated $1.32M.
Public Storage made up 0.01% of Creative Planning's portfolio in Q2 2026, its #911 holding.
Creative Planning first reported a position in Public Storage in Q2 2013 and has held it in 52 quarters since.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.