IAA
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Independent Advisor Alliance’s Public Storage PSA Stock Holding History

Independent Advisor Alliance’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 		$1.66M Sell
6,110
-810
-12% -$232K 0.02% 619
2025
Q4 		$1.8M Buy
6,920
+137
+2% +$38.3K 0.04% 332
2025
Q3 		$1.96M Buy
6,783
+4,257
+169% +$1.22M 0.05% 303
2025
Q2 		$741K Buy
2,526
+729
+41% +$216K 0.02% 480
2025
Q1 		$538K Buy
1,797
+475
+36% +$142K 0.02% 506
2024
Q4 		$396K Buy
1,322
+64
+5% +$21.2K 0.01% 1026
2024
Q3 		$458K Buy
1,258
+414
+49% +$134K 0.02% 474
2024
Q2 		$243K Buy
844
+57
+7% +$15.7K 0.01% 626
2024
Q1 		$228K Buy
787
+69
+10% +$19.8K 0.01% 632
2023
Q4 		$219K Buy
+718
New +$191K 0.01% 625
2022
Q2 		– Sell
-596
Closed -$233K – 680
2022
Q1 		$233K Buy
596
+29
+5% +$10.5K 0.01% 569
2021
Q4 		$212K Buy
+567
New +$189K 0.01% 618

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

Independent Advisor Alliance's PSA Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Public Storage (PSA) stake by 12% in Q1 2026, selling an estimated $232K and leaving 6,110 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #619.

Independent Advisor Alliance first reported a position in PSA in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.96M in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Independent Advisor Alliance held 6,110 shares of Public Storage worth $1.66M as of Q1 2026.
  • Independent Advisor Alliance sold 810 Public Storage shares in Q1 2026, an estimated $232K.
  • Public Storage made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #619 holding.
  • Independent Advisor Alliance first reported a position in Public Storage in Q4 2021 and has held it in 12 quarters since.
  • Independent Advisor Alliance's Public Storage position peaked at $1.96M in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.