Financial Perspectives’s Public Storage PSA Stock Holding History

Financial Perspectives’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	$60.8K	Buy	225 +2	+0.9%	+$573	0.02%	284
2025 Q4	$57.9K	Buy	223 +1	+0.5%	+$280	0.02%	290
2025 Q3	$64.1K	Buy	222 +1	+0.5%	+$287	0.02%	279
2025 Q2	$64.8K	Buy	221 +1	+0.5%	+$296	0.02%	276
2025 Q1	$65.7K	Buy	220 +2	+0.9%	+$598	0.02%	263
2024 Q4	$65.4K	Buy	218 +1	+0.5%	+$332	0.02%	271
2024 Q3	$79.1K	Buy	217 +1	+0.5%	+$325	0.03%	240
2024 Q2	$62.2K	Buy	216 +1	+0.5%	+$276	0.02%	252
2024 Q1	$62.4K	Buy	215 +1	+0.5%	+$287	0.02%	253
2023 Q4	$65.3K	Buy	214 +1	+0.5%	+$265	0.03%	246
2023 Q3	$56.1K	Hold	213	–	–	0.03%	246
2023 Q2	$62.2K	Hold	213	–	–	0.03%	239
2023 Q1	$64.4K	Hold	213	–	–	0.03%	236
2022 Q4	$59.7K	Hold	213	–	–	0.03%	232
2022 Q3	$62.4K	Hold	213	–	–	0.04%	214
2022 Q2	$66.6K	Hold	213	–	–	0.04%	209
2022 Q1	$83.1K	Hold	213	–	–	0.04%	206
2021 Q4	$79.8K	Buy	+213	New	+$71.1K	0.04%	198

Other funds holding PSA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return