EFS
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Essex Financial Services’s Public Storage PSA Stock Holding History

Essex Financial 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 		$416K Buy
1,535
+448
+41% +$128K 0.02% 505
2025
Q4 		$282K Sell
1,087
-468
-30% -$131K 0.02% 623
2025
Q3 		$449K Buy
1,555
+344
+28% +$98.7K 0.03% 450
2025
Q2 		$355K Buy
1,211
+79
+7% +$23.4K 0.02% 497
2025
Q1 		$339K Sell
1,132
-158
-12% -$47.3K 0.02% 469
2024
Q4 		$386K Sell
1,290
-38
-3% -$12.6K 0.03% 431
2024
Q3 		$445K Buy
1,328
+9
+0.7% +$2.92K 0.03% 402
2024
Q2 		$413K Buy
1,319
+280
+27% +$77.2K 0.03% 407
2024
Q1 		$301K Sell
1,039
-5
-0.5% -$1.43K 0.03% 422
2023
Q4 		$319K Sell
1,044
-11
-1% -$2.92K 0.03% 386
2023
Q3 		$278K Buy
1,055
+8
+0.8% +$2.24K 0.03% 384
2023
Q2 		$306K Sell
1,047
-90
-8% -$26.2K 0.03% 366
2023
Q1 		$343K Buy
1,137
+15
+1% +$4.41K 0.04% 353
2022
Q4 		$314K Sell
1,122
-4
-0.4% -$1.17K 0.03% 353
2022
Q3 		$330K Buy
1,126
+148
+15% +$48.1K 0.04% 323
2022
Q2 		$306K Buy
978
+6
+0.6% +$2.08K 0.03% 348
2022
Q1 		$379K Buy
972
+113
+13% +$41K 0.04% 324
2021
Q4 		$322K Hold
859
– – 0.03% 359
2021
Q3 		$255K Hold
859
– – 0.03% 383
2021
Q2 		$258K Buy
+859
New +$241K 0.04% 364

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

Essex Financial Services's PSA Position: Q1 2026 in Review

Essex Financial Services increased its Public Storage (PSA) stake by 41% in Q1 2026, buying an estimated $128K and bringing the position to 1,535 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #505.

Essex Financial Services first reported a position in PSA in Q2 2021 and has held it in 20 quarters since. The position peaked at $449K in Q3 2025. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Essex Financial Services held 1,535 shares of Public Storage worth $416K as of Q1 2026.
  • Essex Financial Services bought 448 Public Storage shares in Q1 2026, an estimated $128K.
  • Public Storage made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #505 holding.
  • Essex Financial Services first reported a position in Public Storage in Q2 2021 and has held it in 20 quarters since.
  • Essex Financial Services's Public Storage position peaked at $449K in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.