Creative Planning
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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
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

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.