Impact Partnership Wealth’s Public Storage PSA Stock Holding History

Impact Partnership Wealth’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	$211K	Sell	778 -1,590	-67%	-$456K	0.03%	336
2025 Q4	$614K	Sell	2,368 -403	-15%	-$113K	0.08%	167
2025 Q3	$800K	Buy	2,771 +221	+9%	+$63.4K	0.12%	111
2025 Q2	$748K	Sell	2,550 -307	-11%	-$90.9K	0.14%	74
2025 Q1	$855K	Sell	2,857 -301	-10%	-$90K	0.18%	58
2024 Q4	$946K	Sell	3,158 -74	-2%	-$24.6K	0.19%	61
2024 Q3	$1.18M	Sell	3,232 -96	-3%	-$31.2K	0.27%	40
2024 Q2	$957K	Buy	3,328 +1,076	+48%	+$297K	0.25%	50
2024 Q1	$653K	Sell	2,252 -293	-12%	-$84K	0.26%	50
2023 Q4	$776K	Buy	2,545 +2,360	+1,276%	+$626K	0.28%	47
2023 Q3	$48.8K	Sell	185 -838	-82%	-$235K	0.02%	401
2023 Q2	$299K	Buy	+1,023	New	+$298K	0.1%	142

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

Impact Partnership Wealth's PSA Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Public Storage (PSA) stake by 67% in Q1 2026, selling an estimated $456K and leaving 778 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #336.

Impact Partnership Wealth first reported a position in PSA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q3 2024. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Impact Partnership Wealth held 778 shares of Public Storage worth $211K as of Q1 2026.
Impact Partnership Wealth sold 1,590 Public Storage shares in Q1 2026, an estimated $456K.
Public Storage made up 0.03% of Impact Partnership Wealth's portfolio in Q1 2026, its #336 holding.
Impact Partnership Wealth first reported a position in Public Storage in Q2 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's Public Storage position peaked at $1.18M in Q3 2024.
1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.