EWM
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Evermay Wealth Management’s Public Storage PSA Stock Holding History

Evermay 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 		$127K Sell
470
-189
-29% -$54.2K 0.01% 234
2025
Q4 		$171K Buy
659
+255
+63% +$71.4K 0.02% 209
2025
Q3 		$117K Buy
404
+80
+25% +$23K 0.01% 248
2025
Q2 		$95.1K Buy
324
+38
+13% +$11.2K 0.01% 273
2025
Q1 		$85.6K Sell
286
-169
-37% -$50.5K 0.01% 277
2024
Q4 		$136K Sell
455
-5
-1% -$1.66K 0.02% 228
2024
Q3 		$167K Sell
460
-34
-7% -$11K 0.03% 213
2024
Q2 		$142K Sell
494
-10
-2% -$2.76K 0.02% 226
2024
Q1 		$146K Buy
504
+5
+1% +$1.43K 0.02% 225
2023
Q4 		$152K Sell
499
-7
-1% -$1.86K 0.03% 200
2023
Q3 		$133K Buy
506
+18
+4% +$5.05K 0.03% 203
2023
Q2 		$142K Sell
488
-38
-7% -$11.1K 0.03% 206
2023
Q1 		$159K Buy
526
+104
+25% +$30.6K 0.03% 197
2022
Q4 		$118K Buy
422
+115
+37% +$33.5K 0.02% 210
2022
Q3 		$90K Buy
307
+107
+54% +$34.8K 0.02% 228
2022
Q2 		$63K Hold
200
– – 0.01% 261
2022
Q1 		$78K Hold
200
– – 0.01% 266
2021
Q4 		$75K Buy
200
+181
+953% +$60.5K 0.01% 245
2021
Q3 		$6K Buy
+19
New +$5.96K ﹤0.01% 407

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

Evermay Wealth Management's PSA Position: Q1 2026 in Review

Evermay Wealth Management reduced its Public Storage (PSA) stake by 29% in Q1 2026, selling an estimated $54.2K and leaving 470 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #234.

Evermay Wealth Management first reported a position in PSA in Q3 2021 and has held it in 19 quarters since. The position peaked at $171K in Q4 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Evermay Wealth Management held 470 shares of Public Storage worth $127K as of Q1 2026.
  • Evermay Wealth Management sold 189 Public Storage shares in Q1 2026, an estimated $54.2K.
  • Public Storage made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Evermay Wealth Management first reported a position in Public Storage in Q3 2021 and has held it in 19 quarters since.
  • Evermay Wealth Management's Public Storage position peaked at $171K in Q4 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.