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Great Valley Advisor Group’s Public Storage PSA Stock Holding History

Great Valley Advisor Group’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 		$581K Sell
2,144
-757
-26% -$217K 0.01% 639
2025
Q4 		$753K Sell
2,901
-42
-1% -$11.8K 0.01% 536
2025
Q3 		$851K Buy
2,943
+812
+38% +$233K 0.02% 500
2025
Q2 		$626K Buy
2,131
+8
+0.4% +$2.37K 0.01% 549
2025
Q1 		$635K Hold
2,123
– – 0.01% 535
2024
Q4 		$636K Buy
2,123
+1
+0% +$332 0.01% 530
2024
Q3 		$773K Buy
2,122
+53
+3% +$17.2K 0.02% 471
2024
Q2 		$595K Buy
2,069
+28
+1% +$7.72K 0.02% 494
2024
Q1 		$592K Sell
2,041
-31
-1% -$8.89K 0.02% 454
2023
Q4 		$632K Buy
2,072
+36
+2% +$9.55K 0.02% 411
2023
Q3 		$536K Buy
2,036
+9
+0.4% +$2.52K 0.02% 421
2023
Q2 		$592K Buy
+2,027
New +$591K 0.02% 409

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

Great Valley Advisor Group's PSA Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Public Storage (PSA) stake by 26% in Q1 2026, selling an estimated $217K and leaving 2,144 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #639.

Great Valley Advisor Group first reported a position in PSA in Q2 2023 and has held it in 12 quarters since. The position peaked at $851K in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Great Valley Advisor Group held 2,144 shares of Public Storage worth $581K as of Q1 2026.
  • Great Valley Advisor Group sold 757 Public Storage shares in Q1 2026, an estimated $217K.
  • Public Storage made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #639 holding.
  • Great Valley Advisor Group first reported a position in Public Storage in Q2 2023 and has held it in 12 quarters since.
  • Great Valley Advisor Group's Public Storage position peaked at $851K in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.