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Diversify Advisory Services’s Public Storage PSA Stock Holding History

Diversify Advisory Services’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 		– Sell
-1,729
Closed -$508K – 681
2025
Q4 		$508K Sell
1,729
-88
-5% -$24.6K 0.02% 602
2025
Q3 		$504K Sell
1,817
-143
-7% -$41K 0.02% 562
2025
Q2 		$550K Buy
+1,960
New +$580K 0.02% 506
2024
Q2 		– Sell
-3,415
Closed -$978K – 706
2024
Q1 		$978K Buy
+3,415
New +$979K 0.06% 257

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

Diversify Advisory Services's PSA Position: Q1 2026 in Review

Diversify Advisory Services sold out of Public Storage (PSA) in Q1 2026, closing a stake of 1,729 shares — an estimated $508K sold.

Diversify Advisory Services first reported a position in PSA in Q1 2024 and held it in 4 quarters. The position peaked at $978K in Q1 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Diversify Advisory Services reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 1,729 Public Storage shares in Q1 2026, an estimated $508K.
  • Diversify Advisory Services first reported a position in Public Storage in Q1 2024 and held it in 4 quarters.
  • Diversify Advisory Services's Public Storage position peaked at $978K in Q1 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.