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EP Wealth Advisors’s Public Storage PSA Stock Holding History

EP Wealth Advisors’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 		$922K Sell
3,403
-280
-8% -$80.3K ﹤0.01% 662
2025
Q4 		$956K Buy
+3,683
New +$1.03M 0.01% 639
2025
Q2 		$1.05M Buy
3,591
+536
+18% +$159K 0.01% 552
2025
Q1 		$914K Sell
3,055
-193
-6% -$57.7K 0.01% 528
2024
Q4 		$973K Buy
3,248
+177
+6% +$58.7K 0.01% 507
2024
Q3 		$1.12M Buy
3,071
+324
+12% +$105K 0.01% 469
2024
Q2 		$790K Buy
2,747
+466
+20% +$129K 0.01% 429
2024
Q1 		$662K Buy
2,281
+350
+18% +$100K 0.01% 455
2023
Q4 		$589K Sell
1,931
-194
-9% -$51.5K 0.01% 463
2023
Q3 		$560K Sell
2,125
-397,875
-99% -$112M 0.01% 440
2023
Q2 		$581K Buy
400,000
+393,957
+6,519% +$115M 0.01% 435
2023
Q1 		$500K Buy
6,043
+4,753
+368% +$1.4M 0.01% 403
2022
Q4 		$361K Buy
+1,290
New +$376K 0.01% 432
2022
Q3 		– Sell
-1,143
Closed -$357K – 552
2022
Q2 		$357K Buy
1,143
+6
+0.5% +$2.08K 0.01% 444
2022
Q1 		$444K Buy
1,137
+88
+8% +$31.9K 0.01% 402
2021
Q4 		$393K Buy
+1,049
New +$350K 0.01% 406

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

EP Wealth Advisors's PSA Position: Q1 2026 in Review

EP Wealth Advisors reduced its Public Storage (PSA) stake by 7.6% in Q1 2026, selling an estimated $80.3K and leaving 3,403 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

EP Wealth Advisors first reported a position in PSA in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.12M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • EP Wealth Advisors held 3,403 shares of Public Storage worth $922K as of Q1 2026.
  • EP Wealth Advisors sold 280 Public Storage shares in Q1 2026, an estimated $80.3K.
  • Public Storage made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #662 holding.
  • EP Wealth Advisors first reported a position in Public Storage in Q4 2021 and has held it in 16 quarters since.
  • EP Wealth Advisors's Public Storage position peaked at $1.12M in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.