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Heritage Wealth Advisors’s Public Storage PSA Stock Holding History

Heritage Wealth 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 		$14.2K Hold
52
– – ﹤0.01% 484
2025
Q4 		$13.4K Buy
52
+1
+2% +$280 ﹤0.01% 435
2025
Q3 		$14.8K Hold
51
– – ﹤0.01% 403
2025
Q2 		$14.8K Buy
51
+1
+2% +$296 ﹤0.01% 401
2025
Q1 		$15K Hold
50
– – ﹤0.01% 396
2024
Q4 		$14.8K Buy
50
+1
+2% +$332 ﹤0.01% 411
2024
Q3 		$17.8K Hold
49
– – ﹤0.01% 406
2024
Q2 		$14K Buy
49
+1
+2% +$276 ﹤0.01% 406
2024
Q1 		$14K Buy
+48
New +$13.8K ﹤0.01% 420
2022
Q2 		– Sell
-20
Closed -$8K – 575
2022
Q1 		$8K Hold
20
– – ﹤0.01% 447
2021
Q4 		$7K Hold
20
– – ﹤0.01% 468
2021
Q3 		$5.94K Hold
20
– – ﹤0.01% 463
2021
Q2 		$6.01K Hold
20
– – ﹤0.01% 470
2021
Q1 		$4.93K Buy
+20
New +$4.66K ﹤0.01% 498
2020
Q1 		– Sell
-6
Closed -$1.28K – 549
2019
Q4 		$1.28K Sell
6
-60
-91% -$13.3K ﹤0.01% 642
2019
Q3 		$16K Hold
66
– – ﹤0.01% 362
2019
Q2 		$15.7K Hold
66
– – ﹤0.01% 359
2019
Q1 		$14.4K Buy
+66
New +$13.8K ﹤0.01% 332

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

Heritage Wealth Advisors's PSA Position: Q1 2026 in Review

Heritage Wealth Advisors held its Public Storage (PSA) position steady in Q1 2026 at 52 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Heritage Wealth Advisors first reported a position in PSA in Q1 2019 and has held it in 18 quarters since. The position peaked at $17.8K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Heritage Wealth Advisors held 52 shares of Public Storage worth $14.2K as of Q1 2026.
  • Heritage Wealth Advisors left its Public Storage share count unchanged in Q1 2026.
  • Public Storage made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #484 holding.
  • Heritage Wealth Advisors first reported a position in Public Storage in Q1 2019 and has held it in 18 quarters since.
  • Heritage Wealth Advisors's Public Storage position peaked at $17.8K in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.