Estate Planners Group’s Public Storage PSA Stock Holding History

Estate Planners Group’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	Closed	-$136	–	331
2025 Q4	$136	Buy	+1	New	+$280	﹤0.01%	451

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Estate Planners Group's PSA Position: Q1 2026 in Review

Estate Planners Group sold out of Public Storage (PSA) in Q1 2026, closing a stake of 1 share — an estimated $136 sold.

Estate Planners Group first reported a position in PSA in Q4 2025 and held it in 1 quarter. The position peaked at $136 in Q4 2025. 1,092 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Estate Planners Group reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 1 Public Storage share in Q1 2026, an estimated $136.
Estate Planners Group first reported a position in Public Storage in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Public Storage position peaked at $136 in Q4 2025.
1,092 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.