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Foundations Investment Advisors’s Public Storage PSA Stock Holding History

Foundations Investment Advisors’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 		$564K Sell
2,082
-405
-16% -$116K 0.01% 676
2025
Q4 		$645K Buy
2,487
+215
+9% +$60.2K 0.01% 622
2025
Q3 		$656K Sell
2,272
-289
-11% -$82.9K 0.01% 587
2025
Q2 		$752K Sell
2,561
-8,242
-76% -$2.44M 0.01% 492
2025
Q1 		$3.23M Sell
10,803
-6,186
-36% -$1.85M 0.06% 241
2024
Q4 		$5.09M Sell
16,989
-106
-0.6% -$35.2K 0.1% 188
2024
Q3 		$6.22M Buy
17,095
+15,149
+778% +$4.92M 0.13% 141
2024
Q2 		$560K Buy
1,946
+80
+4% +$22.1K 0.01% 469
2024
Q1 		$541K Buy
1,866
+234
+14% +$67.1K 0.01% 450
2023
Q4 		$468K Buy
1,632
+66
+4% +$17.5K 0.01% 451
2023
Q3 		$413K Sell
1,566
-95
-6% -$26.6K 0.01% 439
2023
Q2 		$485K Buy
1,661
+969
+140% +$282K 0.02% 369
2023
Q1 		$209K Buy
+692
New +$203K 0.01% 476
2022
Q3 		– Sell
-682
Closed -$216K – 432
2022
Q2 		$216K Hold
682
– – 0.01% 358
2022
Q1 		$279K Buy
+682
New +$248K 0.01% 286

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

Foundations Investment Advisors's PSA Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Public Storage (PSA) stake by 16% in Q1 2026, selling an estimated $116K and leaving 2,082 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #676.

Foundations Investment Advisors first reported a position in PSA in Q1 2022 and has held it in 15 quarters since. The position peaked at $6.22M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Foundations Investment Advisors held 2,082 shares of Public Storage worth $564K as of Q1 2026.
  • Foundations Investment Advisors sold 405 Public Storage shares in Q1 2026, an estimated $116K.
  • Public Storage made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #676 holding.
  • Foundations Investment Advisors first reported a position in Public Storage in Q1 2022 and has held it in 15 quarters since.
  • Foundations Investment Advisors's Public Storage position peaked at $6.22M in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.