IFG Advisory’s Public Storage PSA Stock Holding History

IFG Advisory’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	-969	Closed	-$251K	–	735
2025 Q4	$251K	Sell	969 -92	-9%	-$25.7K	0.01%	679
2025 Q3	$306K	Sell	1,061 -56	-5%	-$16.1K	0.01%	631
2025 Q2	$328K	Buy	1,117 +54	+5%	+$16K	0.02%	584
2025 Q1	$318K	Buy	1,063 +14	+1%	+$4.19K	0.02%	544
2024 Q4	$314K	Buy	+1,049	New	+$348K	0.02%	532
2024 Q3	–	Sell	-1,101	Closed	-$317K	–	555
2024 Q2	$317K	Buy	+1,101	New	+$304K	0.02%	502
2024 Q1	–	Sell	-751	Closed	-$229K	–	520
2023 Q4	$229K	Sell	751 -25	-3%	-$6.63K	0.02%	528
2023 Q3	$205K	Buy	+776	New	+$218K	0.02%	515
2021 Q2	–	Sell	-1,393	Closed	-$343K	–	504
2021 Q1	$343K	Buy	1,393 +92	+7%	+$21.4K	0.04%	371
2020 Q4	$300K	Buy	1,301 +7	+0.5%	+$1.6K	0.04%	351
2020 Q3	$288K	Buy	1,294 +1	+0.1%	+$204	0.05%	328
2020 Q2	$248K	Buy	1,293 +1	+0.1%	+$193	0.04%	340
2020 Q1	$256K	Sell	1,292 -46	-3%	-$9.85K	0.06%	300
2019 Q4	$285K	Buy	1,338 +1	+0.1%	+$222	0.05%	326
2019 Q3	$327K	Sell	1,337 -34	-2%	-$8.54K	0.06%	285
2019 Q2	$326K	Buy	1,371 +113	+9%	+$25.9K	0.06%	263
2019 Q1	$274K	Buy	+1,258	New	+$263K	0.05%	277

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

IFG Advisory's PSA Position: Q1 2026 in Review

IFG Advisory sold out of Public Storage (PSA) in Q1 2026, closing a stake of 969 shares — an estimated $251K sold.

IFG Advisory first reported a position in PSA in Q1 2019 and held it in 17 quarters. The position peaked at $343K in Q1 2021. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

IFG Advisory reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 969 Public Storage shares in Q1 2026, an estimated $251K.
IFG Advisory first reported a position in Public Storage in Q1 2019 and held it in 17 quarters.
IFG Advisory's Public Storage position peaked at $343K in Q1 2021.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.