Focus Partners Wealth’s Public Storage PSA Stock Holding History

Focus Partners Wealth’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	$4.04M	Sell	14,787 -6,831	-32%	-$1.96M	﹤0.01%	1014
2025 Q4	$5.61M	Buy	21,618 +2,337	+12%	+$654K	0.01%	901
2025 Q3	$5.57M	Buy	19,281 +733	+4%	+$210K	0.01%	717
2025 Q2	$5.44M	Buy	18,548 +2,512	+16%	+$744K	0.01%	652
2025 Q1	$4.8M	Buy	16,036 +631	+4%	+$189K	0.01%	641
2024 Q4	$4.61M	Buy	15,405 +6,671	+76%	+$2.21M	0.01%	627
2024 Q3	$3.18M	Buy	8,734 +5,922	+211%	+$1.92M	0.01%	669
2024 Q2	$809K	Buy	2,812 +684	+32%	+$189K	﹤0.01%	841
2024 Q1	$617K	Sell	2,128 -482	-18%	-$138K	0.01%	683
2023 Q4	$796K	Buy	+2,610	New	+$693K	0.01%	489

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Focus Partners Wealth's PSA Position: Q1 2026 in Review

Focus Partners Wealth reduced its Public Storage (PSA) stake by 32% in Q1 2026, selling an estimated $1.96M and leaving 14,787 shares worth $4.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Focus Partners Wealth first reported a position in PSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.61M in Q4 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Focus Partners Wealth held 14,787 shares of Public Storage worth $4.04M as of Q1 2026.
Focus Partners Wealth sold 6,831 Public Storage shares in Q1 2026, an estimated $1.96M.
Public Storage made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1014 holding.
Focus Partners Wealth first reported a position in Public Storage in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Public Storage position peaked at $5.61M in Q4 2025.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.