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Diversify Wealth Management’s Public Storage PSA Stock Holding History

Diversify Wealth Management’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 		$1.07M Buy
3,655
+2,693
+280% +$772K 0.02% 575
2025
Q4 		$269K Buy
+962
New +$269K 0.01% 543
2024
Q4 		– Sell
-619
Closed -$210K – 535
2024
Q3 		$210K Buy
+619
New +$201K 0.02% 447

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 Wealth Management's PSA Position: Q1 2026 in Review

Diversify Wealth Management increased its Public Storage (PSA) stake by 280% in Q1 2026, buying an estimated $772K and bringing the position to 3,655 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #575.

Diversify Wealth Management first reported a position in PSA in Q3 2024 and has held it in 3 quarters since. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Diversify Wealth Management held 3,655 shares of Public Storage worth $1.07M as of Q1 2026.
  • Diversify Wealth Management bought 2,693 Public Storage shares in Q1 2026, an estimated $772K.
  • Public Storage made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #575 holding.
  • Diversify Wealth Management first reported a position in Public Storage in Q3 2024 and has held it in 3 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.