Crestmont Private Wealth’s Public Storage PSA Stock Holding History

Crestmont Private Wealth’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	$406K	Buy	1,499 +639	+74%	+$183K	0.13%	66
2025 Q4	$223K	Sell	860 -218	-20%	-$61K	0.07%	85
2025 Q3	$311K	Buy	1,078 +113	+12%	+$32.4K	0.1%	66
2025 Q2	$283K	Buy	965 +3	+0.3%	+$888	0.1%	61
2025 Q1	$288K	Buy	+962	New	+$288K	0.12%	55
2024 Q4	–	Sell	-692	Closed	-$252K	–	109
2024 Q3	$252K	Buy	+692	New	+$225K	0.11%	69

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

Crestmont Private Wealth's PSA Position: Q1 2026 in Review

Crestmont Private Wealth increased its Public Storage (PSA) stake by 74% in Q1 2026, buying an estimated $183K and bringing the position to 1,499 shares worth $406K. The position accounts for 0.13% of the portfolio, ranked #66.

Crestmont Private Wealth first reported a position in PSA in Q3 2024 and has held it in 6 quarters since. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Crestmont Private Wealth held 1,499 shares of Public Storage worth $406K as of Q1 2026.
Crestmont Private Wealth bought 639 Public Storage shares in Q1 2026, an estimated $183K.
Public Storage made up 0.13% of Crestmont Private Wealth's portfolio in Q1 2026, its #66 holding.
Crestmont Private Wealth first reported a position in Public Storage in Q3 2024 and has held it in 6 quarters since.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.