Dynamic Wealth Strategies’s Public Storage PSA Stock Holding History

Dynamic Wealth Strategies’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	$81.5K	Sell	301 -183	-38%	-$52.5K	0.05%	127
2025 Q4	$126K	Buy	484 +137	+39%	+$38.3K	0.07%	103
2025 Q3	$100K	Buy	347 +22	+7%	+$6.31K	0.07%	105
2025 Q2	$95.4K	Sell	325 -72	-18%	-$21.3K	0.07%	102
2025 Q1	$119K	Buy	+397	New	+$119K	0.1%	95
2024 Q4	–	Sell	-411	Closed	-$150K	–	189
2024 Q3	$150K	Buy	411 +68	+20%	+$22.1K	0.12%	83
2024 Q2	$99K	Buy	343 +2	+0.6%	+$552	0.09%	98
2024 Q1	$99K	Sell	341 -8	-2%	-$2.29K	0.08%	102
2023 Q4	$106K	Buy	+349	New	+$92.6K	0.1%	89

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

Dynamic Wealth Strategies's PSA Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Public Storage (PSA) stake by 38% in Q1 2026, selling an estimated $52.5K and leaving 301 shares worth $81.5K. The position accounts for 0.05% of the portfolio, ranked #127.

Dynamic Wealth Strategies first reported a position in PSA in Q4 2023 and has held it in 9 quarters since. The position peaked at $150K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Dynamic Wealth Strategies held 301 shares of Public Storage worth $81.5K as of Q1 2026.
Dynamic Wealth Strategies sold 183 Public Storage shares in Q1 2026, an estimated $52.5K.
Public Storage made up 0.05% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #127 holding.
Dynamic Wealth Strategies first reported a position in Public Storage in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's Public Storage position peaked at $150K in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.