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Garton & Associates Financial Advisors’s Public Storage PSA Stock Holding History

Garton & Associates Financial 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 		– Sell
-314
Closed -$81.5K – 551
2025
Q4 		$81.5K Buy
+314
New +$87.9K 0.05% 280

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Garton & Associates Financial Advisors's PSA Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Public Storage (PSA) in Q1 2026, closing a stake of 314 shares — an estimated $81.5K sold.

Garton & Associates Financial Advisors first reported a position in PSA in Q4 2025 and held it in 1 quarter. The position peaked at $81.5K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 314 Public Storage shares in Q1 2026, an estimated $81.5K.
  • Garton & Associates Financial Advisors first reported a position in Public Storage in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Public Storage position peaked at $81.5K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.